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