Credit Analysis and Portfolio Surveillance



  • The municipal marketplace is undergoing a transformation from a “commodity–focused” to a “credit-focused” market

  • Credit analysis of municipal issuers is critical for security selection and risk management

  • Each credit is reviewed by SMC FIM, independent of published ratings

  • All relevant credit factors (economy, management, finances, debt, etc.) are incorporated into an internal rating

  • Each credit is placed into an internal database for ongoing surveillance

  • Credit event alerts are established for each security





 

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