Municipal intelligence for bond professionals

Credit risk emerges in council chambers months before rating agencies notice. We help you see it first.

Portfolio Managers

Generate alpha through superior intelligence.Position ahead of credit deterioration and identify opportunities before the market.

Early credit signals - Detect pension crises and revenue stress 6-18 months before downgrades

Relative value opportunities - Find mispriced bonds through governance and policy analysis

Portfolio surveillance - Monitor hundreds of issuers without additional analysts

Budget intelligence - Track TIF discussions and revenue projections in real-time

Governance metrics - Quantify council dysfunction and policy volatility impact

“We identified the pension crisis 18 months before Moody's downgraded from A2 to Baa1. That's 200+ basis points of outperformance.”

Financial portfolio management

Credit Research Teams

Build superior credit models with municipal intelligence.Enhance traditional financial analysis with real-time governance insights.

Leading indicators - Track discussion patterns that precede credit events

Covenant monitoring - Identify potential violations through budget discussions

Revenue forecasting - Enhance models with policy trend analysis

ESG integration - Track environmental and social policy commitments

Peer analysis - Compare governance quality across similar issuers

“Municipal meeting data improved our credit model accuracy by 31%. We're leading research coverage for our region.”

Credit research and analysis

Bond Insurers

Protect your portfolio with proactive risk detection.Monitor insured issuers continuously and identify deteriorating credits before claims materialize.

Underwriting risk detection - Screen new deals for hidden governance and operational risks

Continued monitoring - Track all insured issuers automatically for early warning signals

Claims prevention - Intervene early when credit stress indicators emerge

Portfolio surveillance - Monitor exposure concentration and sector-wide trends

Risk quantification - Assess governance quality and policy stability metrics

“Early detection of budget stress allowed us to engage the issuer proactively. We prevented a potential claim situation entirely.”

Bond insurance and risk management

Underwriters & Banks

Strengthen deal sourcing and due diligence.Price risk accurately and build stronger client relationships with superior municipal intelligence.

Credit analysis - Enhance underwriting with real-time governance and policy insights

Pricing accuracy - Factor in credit trends missed by traditional financial analysis

Client intelligence - Track issuer financial health and upcoming financing needs

Disclosure support - Provide issuers with intelligence for continuing disclosure

“The municipal intelligence gives us an edge in client conversations and helps us price risk more accurately.”

Investment banking and underwriting

Ready to transform your municipal bond strategy?

Join municipal bond teams already using &Evergreen to stay ahead of credit events and governance risks.

Schedule Your Demo