Municipal and Corporate Issuer Credit Risk Research,
Growth and Inflation Multi-asset Investable Model Portfolio
Municipal Credit Risk Research
Advisory and Consulting Services
Multi-Asset Investable Model Portfolio
Workstation
Issuer Credit Risk Reports
Automate Portfolio Surveillance
How-To Video Portal
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FIRVA Capital Management provides institutional clients throughout the United States with proprietary online investment tools to help manage their fixed income portfolio holdings, credit risk, and portfolio growth and inflation investment objectives and strategies utilizing our proprietary multi-asset model portfolio.
- Research municipal and corporate bond issuers of both public and private placement securities and loans.
- Evaluate any municipal or corporate bond or loan issuer that has financials.
- Calculate a summary measure of credit risk with our proprietary and simplified Internal credit score that ranges from 0-100 and are mapped to a Rating Agency Scale and/or Loan Risk Grade.
- Provide scores relative to the average for its industry benchmark.
- Growth and inflation multi-asset investable model portfolio.
Automate Portfolio Surveillance – Portfolio Assistant Tool (PAT)
Customize and Automate your Portfolio Surveillance.
- Tailor thresholds for notifications for automated customized surveillance at the issuer or transaction level.
- Incorporate public information like Ratings but enrich surveillance with independent credit metrics.
- PAT Provides customizable notifications directly to your email for defaults, credit changes, market transactions, and other metrics unique to the user or departments.
- Portfolio Surveillance tools can be automated for use in multiple departments and work cases.
Scalable Credit Risk Research
We manage the process of compiling complicated financial data. We combine it with our proprietary, purpose-built reporting systems that scales with your growth. You can focus on the other important areas of your investment or underwriting process.
Municipal Credit Risk Research
Municipal Sectors Covered
- Revenue Issuers Credit Risk
- Healthcare, Water & Sewer, Ports, Airports
- Not for Profits, Education (Private K-12, Private College, Public Universities), Public Power, Housing, Other Revenues
- General Obligation (“GOs”) Issuers Credit Risk
- City, County, State
- School Districts, Special Districts, Parks & Recreation
- Community Colleges
- Other General Obligations
Municipal Credit Risk Surveillance and Valuation Report
- Extensive Portfolio Summary Report
- Enriched with FIRVA Internal Credit Risk Scores (ICS)
- Valuations with Supporting Documentation.
- Provides Comparable Bond Trades, Consistent with the most stringent Auditor Standards
- Economic and Demographic Scoring and Summary information
- For Every County and Metropolitan Statistical Area in the country
- Sortable and Searchable Relative to your Footprint and/or National or Regional Averages
- Current Expected Credit Losses
- Customizable with your own Credit Risk inputs
- See Various Terms to Default
Corporate Credit Risk Research
Includes both fundamental credit risk models and structural credit risk models for best in class and timely risk assessment of corporate credit risk.
Corporate Credit Risk Sectors Covered
- 11 GICS sectors and 67 industries covered
- Over 40 Moody’s industries covered
- Over 2,500 issuers covered
Corporate Credit Risk Surveillance and Valuation Report
- Extensive Portfolio Summary Report
- Enriched with FIRVA Internal Credit Risk Scores (ICS) and Structural Credit Risk Models.
- Valuations
- Other Market Indicators such as Equity prices and Credit Default Swaps
- Current Expected Credit Losses
- Customizable with your own Credit Risk inputs
- See Various Terms to Default
Client Focused
Each client is assigned an Account Manager for the best experience. This personal touch better assists our clients and eliminates robot reporting or black hole Emails.
We service Banks, Trust Departments, Wealth Managers, Loan Departments, Underwriters, Credit Unions, Insurance Companies, Money Managers, Government Agencies, Examiners, and Auditors.
Independent
FIRVA is a Registered Investment Advisor and we maintain the highest fiduciary standard for all our clients. Unlike the Rating Agency model where the primary source of revenue comes from the issuer of debt or the Broker Dealer transactional (”free”) model, clients pay us directly for our conflict free, objective and quantitative analysis.