Designed for asset managers, registered investment advisors, portfolio managers and other institutional municipal market professionals, MuniGUARD Monitor delivers all new regulatory filings and up-to-the-moment media news specifically relevant to their individual municipal bond holdings.
Delivered through a user-configurable Web interface, MuniGUARD Monitor reports all portfolio information specifically at the CUSIP*®-9 level and includes a configurable email alert capability.
MuniGUARD Monitor provides ready access to critical disclosure information and media news by CUSIP® and offers tracking of all new information developments by issuer or obligor. It homogenizes essential municipal disclosure information that DPC DATA thoroughly scrubs and indexes, along with current, related news stories from more than 500 domestic news organizations redistributed by DPC DATA’s MuniGUARD News under license. It helps dealers deliver relevant information to clients at the point of sale, with a complete audit trail.
Customers can manage multiple municipal securities portfolios from the MuniGUARD Monitor dashboard. Each portfolio can be tailored to the customer’s particular disclosure and news information needs. For example, a pure holdings portfolio based on CUSIP-9s can be set up to intensely track all new information flows contemporaneously, while a tracking portfolio based on obligors or issuers can be configured for different frequency of notifications.
For more information and a demonstration of how easily MuniGUARD Monitor can be integrated into trading and portfolio management systems, contact us at 800-996-4747 or email@example.com.