Municipal
Credit Ratings
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 Portfolio Surveillance is offered as a credit risk monitoring service for each bank’s municipal bond portfolio. An initial assessment of credit ratings is performed on the entire municipal portfolio. This includes inputting all current municipal data into the S&B Municipal Bond Rating Program for each bond when the most timely financial statements are available. The client pays a regular fee for S&B to update portfolio ratings. S&B scans each portfolio monthly for audited financial statement updates and updates each rating when this information is available. The client receives S&B’s Portfolio Surveillance Report on a monthly basis. The client can also arrange to receive additional reporting, such as the S&B Detailed Report, for higher-risk credits for a discounted, one-off fee, or unlimited reports at an additional total fee. Pricing can also be adjusted if the client would like to receive a scorecard report on select or all municipal bonds.

Please contact us for pricing.

For more information contact info@sbmuni.com or 844.834.6795

 

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