PRIORITY DUE DILIGENCE REPORT

S&B offers Pre-purchase analysis through its Priority Reports, an expedited municipal credit analysis service delivering the investment grade determination needed prior to or during the purchase of a municipal bond. Many banks have incorporated S&B Priority Reports and ratings into their investment policy for all municipal bond purchases. The Priority Due Diligence Reports offer the same level of due diligence as the S&B Standard Reports, only expedited.

• Priority status: S&B works to meet your time-sensitive due diligence needs for new purchases, including new issuance and secondary market purchases.
• Custom reporting: Choose from one of S&B’s Standard Reports, including the Scorecard Report, Highlights Report, or Detailed Report. The Scorecard Report allows for the fastest turnaround of the three.
• Market Valuation: Included, this report evaluates pricing and the value of each bond to market levels for each maturity purchased (up to three).

For more information contact info@sbmuni.com or 844.834.6795

 

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PRIORITY INVESTMENT GRADE REPORT

A summary report utilizing loan classification language and capable of providing the fastest overall turnaround

• Rating designation: Investment Grade Pass, Investment Grade Watch, Substandard, or Doubtful
• Summary reporting: Overall financial and economic performance indicators
• Market Valuation: Optional, available for each maturity purchased

For more information contact info@sbmuni.com or 844.834.6795

 

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