Resources
WATCH THE REPLAY: BondVALU Live Event
See how this new tool helps SMA managers make smarter, faster bond decisions
DPC DATA hosted 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 featured 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.
Watch the replay
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 Happened During the Live Session
This live event went beyond product features. It was 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,” said Triet Nguyen.
👉Find the replay here.
Questions or want a private walk-through? Contact sales@dpcdata.com.
