ROSLYN HEIGHTS, N.Y., July 16, 2014 /PRNewswire/ -- Intelligent Bond Surveillance from BondView (http://www.bondview.com) automatically provides 24-hour monitoring of key municipal bond investment metrics and sends early warning alerts about significant fluctuations. It's a first-of-its-kind service intended for both financial advisors and individual investors that need a more proactive investment approach and is available now as part of a free BondView subscription.
Intelligent Bond Surveillance (http://www.bondview.com/landing/bond_surveillance) is like having an automated bond manager to keep a watchful eye over your portfolio and send early warning indications about significant marketplace changes in bond prices, market ratings, volumes, yields, maturities and more. The key benefit of the service is to enable professional and individual investors to make more informed decisions. Investors are alerted to fast moving bond trends that could impact their investments in both negative and positive directions.
Intelligent Bond Surveillance is designed for both financial advisors and individual investors. Financial advisors with a lengthy client list often have 100's of different municipal bonds to track and precious little time to spend scouring the web for key changes that affect their clients' portfolios. With BondView, advisors now have an early warning system to keep their clients better informed, and less surprised, about key changes in their bonds. Individual investors can easily use these same professional quality tools to make more informed investment decisions.
"The conventional bond investor wisdom to 'set it and forget it' just doesn't work well any longer," explained BondView CEO Robert Kane. "This is especially so in the wake of recent bond market volatility due to Puerto Rico bond downgrades and possible interest rate changes later this year."
Steve McLaughlin, Portfolio Manager, at Granite Springs Asset Management (http://www.granite-springs.com/who-we-are.html#stevemclaughlin) said, "BondView has addressed a major obstacle in the municipal bond market." He explained that "With 1.8 million different bond CUSIPS outstanding, it's challenging for most financial advisors to easily identify key changes that effect their clients' bond portfolios."
The $4 trillion municipal bond market is comprised of about 1.8 million bonds from 50,000 state and local bond issuers. Despite the market size and complexity, Intelligent Bond Surveillance is able to track the entire municipal bond market in real time for key changes to bond portfolios including actionable trends such as:
- Rapid price fluctuations
- High volume spikes (against a 30-day average)
- Bond yields trending lower or higher (over the last 45 days)
- Decreases in premium bond prices
- Changes in portfolio dollar value
- Increases in discount bond prices
- Bonds maturing in less than 90 days
- Big movers of the day
- Bond defaults
- Market rating upgrades and downgrades
- Duration changes due to bonds being called
Investors can receive real time daily and weekly alerts about these changes, depending on their priority. The Intelligent Bond Surveillance functions as an automated bond monitor, the sort of financial advisor previously reserved for only high net worth individuals.
In just a short few years, BondView has become a trusted resource for retail investors and their advisors. Typical users include Citibank, Goldman Sachs, Fidelity, MetLife, Price Waterhouse and the Securities and Exchange Commission. BondView's has developed a solid reputation as an accurate and free 3rd party independent bond-pricing source for municipal bonds and provides all of its other professional-level features for free including portfolio report cards, stress testing, historical pricing, market ratings, market trends and more.
BondView (http://www.bondview.com) is a leading independent free advocate for municipal bond investors and market transparency. Our mission is to create exceptional, unique products to help municipal bond investors and advisors reach their financial goals.