Identify, Measure and Mitigate risk by verifying an appropriate, limited amount of risk that fits portfolio needs.
Avoiding bad timing by verifying that the investment purchases are made when market prices are low.
Get the Best Bond Market prices by verifying transparent current market rates.
Our Bond Price Validation tool gives you the data required to optimize risk analysis, identify the best time and real-market price of your fixed income investment purchases. With transparent data that is easy to understand and relevant to your investment policy, you are able to make the best investment decisions for your organization. You will have access to every Municipal bond (or munis), Tax-Free bond, Certificate of Deposit (CD's) and any other type of fixed income security to consider in order to achieve safety, liquidity and yield for your portfolio.
The biggest benefit of working with our BPV tool is that you will be more confident in your investment decisions and capable to easily report them as well. While also being coached by our subject-matter expert, through videos, articles and other informative updates just for you. Stay informed on the latest bond market trades and best practices. Your stakeholders and constituents will always have access to transparent information on the investments done with your fixed income securities portfolio.
The Bond Price Validation tool or the BPV tool, is the source of all CUSIP numbers in the bond market. The moment you enter any CUSIP Id into the tool, your screen will display every key feature and variable pertaining to the security you are looking for: municipal bonds (munis), corporate bonds, certificates of deposit (CD's), tax-free bonds & others. This enables you as an investor to overview the description of the bond you are validating through our solution, with up-to date data like quantifiable risks, historical price charts and real market pricing.
Now you will have easy access to all of the CUSIP numbers available. And optimize the analysis of risk, yield and time for every fixed income investment purchase, gaining better knowledge about every detail of the bond you are considering to invest on.
The BPV tool empowers bond investors and bond agents to be better stewards of their portfolios with innovative user friendly technology, that equips them with transparent data, making them more confident on the investment decisions they make by holding the source of the information in their own hands.
"The Bond Price Validation tool has helped me save money by getting better pricing on the fixed income securities we purchase for various Lutheran Senior Services investment portfolios. It's a safe online solution that provides transparency in our purchases of fixed income securities and complies with our investment policy, which gives us a piece of mind and let's us focus on the LSS important mission with our people."
"Bond Price Validation is a great tool for helping me be a good steward of the taxpayer’s money… this tool helps me minimize commissions and other transactional costs, so we can maximize our yield."
"We can already see that for our portfolio, the tool will pay for itself one hundred-fold. The genius behind Bond Price Validation is that it can record the details of every single transaction we make, allowing us not only to document our savings for each transaction but also to cumulatively compile our savings over a month, quarter or a year."