Municipal
Credit Analytics
Portfolio Surveillance
Portfolio monitoring service providing continual credit risk rating updates for all credits. Best practice in municipal portfolio review.
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Portfolio Surveillance

PORTFOLIO SURVEILLANCE

S&B MUNI Portfolio Surveillance was created as a credit risk monitoring service to identify emergent indicators of worsening credit risk and to modify credits determined to be high risk or non-investment grade. S&B MUNI Portfolio Surveillance process:

  • Available for the entire municipal portfolio or a selection of a portfolio
  • Initial assessment of a portfolio establishes a baseline credit rating using the most up-to-date audited financial statements available
  • S&B MUNI Ratings updated monthly with each new audited financial statement released
  • Clients receive report of ratings, S&B MUNI Portfolio Surveillance Report, with portfolio rating statistics
  • Portfolio Surveillance Report available on a monthly, quarterly or annual basis, or occurrence tailored to a client’s specific preference
  • Further Standard Reporting provided as requested or according to the bank policy
  • Available on an annual subscription basis or a pay-per-rating basis, where S&B is informed of changes to the portfolio and modifies fees accordingly

For more information contact info@sbmuni.com or 844.834.6795

 

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MATERIAL EVENTS REPORTING

S&B material events reporting consolidates various relevant events by credit on a monthly or quarterly basis for ALCO meetings.

  • Included with S&B Portfolio Surveillance monthly rating process
  • Daily or weekly notifications available for the most significant events
  • Monthly/Quarterly reporting includes other risk factors, including concentration risk and economic risk
  • Includes event date, category, and description
  • Customized to meet your bank needs for ALCO

For more information contact info@sbmuni.com or 844.834.6795

 

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