BondVALU

Automated Credit Analytics for Smarter, Faster Bond Investment Decisions

Cost savings. Time savings. Revenue generation.

BondVALU’s automated credit trend scores for municipal and corporate bonds make pre-trade screening and post-trade surveillance faster, more consistent, and more scalable, so you can find better bonds and avoid unnecessary risk.

Bond selection and surveillance are too often reliant on manual, time-consuming analysis that allows you to review only a small number of bonds at a time.

We needed a better way to review inherited positions, monitor what we already held, and make informed decisions about what to keep and what to sell.– Portfolio manager, high net worth advisory firm

Introducing BondVALU, our automated credit analytics application, powered by DPC’s pioneering MuniCREDIT Financials and MuniCREDIT Mapping datasets. This tool gives you an easier way to:

Identify bonds with solid credit fundamentals to buy
Monitor portfolios for weakening bonds
Automate buy lists based on quantitative criteria
Streamline both investment selection and risk surveillance
Ensure systematic, rules-based surveillance

BondVALU main screen

Purpose-built for traders, research teams, and oversight roles

BondVALU fits the way you actually work because it was developed by professionals with buy- and sell-side, and fintech backgrounds.

Trading Desks
Screen thousands of CUSIPs in seconds. Identify high-yielding bonds with solid fundamentals.

Portfolio Managers
Build ladders, manage risk, and refine allocations based on quantified data, not assumptions.

Credit Analysts
Run credit surveillance at scale. Flag at-risk bonds earlier. Free up time for deeper dives where needed.

Compliance & Risk Teams
Use BondVALU as a second set of eyes. Identify outliers, monitor for portfolio drift, and enhance audit readiness.

BondVALU in action

Higher quality bonds, with less guesswork

BondVALU offers a quick and easy way to monitor your portfolio, understand which bonds are potentially getting into trouble. The bottom line is it has saved me an enormous amount of time, while providing me more comfort that I’m doing my job correctly and more thoroughly. – Portfolio manager, high net worth advisory firm

A portfolio manager used BondVALU to narrow a 25,000-bond search to 1,011 candidates with improving credit and better-than-average yield.

The result? A 10-bond ladder with the same average rating, slightly longer duration, and a 52-basis-point increase in yield. All while lowering exposure to weakening obligors.

BondVALU helped this portfolio manager build a higher-yield ladder while sidestepping weakening credits.

Features built to streamline your workflows

No other product on the market currently offers this level of customizable, automated credit trend analysis across both municipal and corporate bonds.

Forward-looking credit momentum. Scores update daily using issuer fundamentals pulled from DPC DATA’s municipal credit data. Models are sector-specific, so a school district isn’t evaluated like a utility. See if credit is trending stronger, weaker, or holding steady, before the ratings go stale.

Smarter filtering for pre-trade decisions and ongoing surveillance. Use it before you buy to focus on bonds with improving credit. Use it after you buy to flag bonds in your portfolio showing signs of weakness or overpriced risk.

Customizable and scalable. API delivery makes it easy to plug into internal tools. Sector weightings can be tailored for enterprise clients who want control without having to start from scratch.

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