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DPC DATA to Host Live Event on BondVALU

Attendees will see how this new tool helps SMA managers make smarter, faster bond decisions

DPC DATA will host a live event on October 2, 2025 at 2:00pm ET to showcase its new tool, BondVALU, designed to help separately managed account (SMA) managers streamline bond selection and credit analysis.

The session will feature a conversation between fixed income veterans Michael Furla (Founder of BondDATA and Senior Consultant to DPC DATA) and Triet Nguyen (longtime muni market strategist), moderated by Ken Hoffman, president, DPC DATA.

BondVALU live event

Built for Real SMA Workflows

Managing SMA portfolios means navigating hundreds of small positions, monitoring client accounts for credit changes, and reviewing new accounts quickly. BondVALU was built with those challenges in mind.

Attendees will see how the tool helps managers:

  • Identify high-yield corporate and municipal bonds by maturity and credit quality

  • Flag positions with weakening fundamentals

  • Evaluate client portfolios prior to onboarding

  • Spend less time on manual credit research and more time on decisions that matter

What to Expect from the Live Session

This event will go beyond product features. It’s a focused conversation about how BondVALU fits into actual daily workflows, where automation can replace manual tasks, and what credit signals matter most when managing dozens (or hundreds) of individual accounts.

“You’ll spend less time piecing things together and more time actually managing risk. That’s the shift BondVALU was built for,” says Triet Nguyen.

How to Join

Attendance is limited to keep the session interactive and useful.

👉 Register for the event here

Questions or want a private walk-through? Contact sales@dpcdata.com.