Mark @MarkInGRC

It’s a busy week for @Invtools. While one team is already in Atlanta for the NFMA Annual Conference, another is headed to New York City for the @BondDealersDC Technology Conference! Investortools will be onsite in NYC to highlight how technology like the Investortools Dealer Network (IDN) enables users to build or complete portfolios in minutes—enabling firms to optimize portfolio construction, make smarter, faster trading decisions, and scale their business. James Morris will be speaking on this topic at the conference, joined by fellow colleagues Kathy Christensen and Zeke Larson. 𝗕𝗲 𝘀𝘂𝗿𝗲 𝘁𝗼 𝗷𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝗝𝗮𝗺𝗲𝘀’ 𝗽𝗮𝗻𝗲𝗹: 𝗣𝗮𝗻𝗲𝗹: Tech on Display 𝗪𝗵𝗲𝗻: Thursday, May 14 | 1:15–2:00 PM ET

The 2026 @muni_analysts Conference has offically kicked off! @Invtools is proud to be a long-time sponsor of this event, and this year is especially meaningful as we celebrate the 40th anniversary of Merritt Research Services—the dataset that serves as the foundation of Investortools CreditScope®. Merritt’s President Emeritus @RichardCiccaro1, also a co-founder of the NFMA, is in attendance and will present new research introducing a first-of-its-kind, accounting-based framework for quantifying the inflation-adjusted replacement cost of depleted infrastructure. He will demonstrate how this model provides analysts with a more complete view of credit quality and why integrating capital asset and infrastructure insights into credit workflows is essential for accurate risk assessment. This dataset and analytical model are now available within the Investortools platform, enabling users to apply the methodology directly in their own analyses. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝘀𝘁𝘂𝗱𝘆 𝗯𝗲𝗹𝗼𝘄 𝗼𝗿 𝗷𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻: 𝗥𝗲𝗽𝗼𝗿𝘁: bit.ly/4tyWRrJ 𝗣𝗮𝗻𝗲𝗹: From Hidden Liabilities to Credit Insight: Quantifying Aging Infrastructure in Municipal Credit Analysis 𝗪𝗵𝗲𝗻: Friday, May 15 | 9:00–10:00 AM ET

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@LisaForteUK Obnoxious people at the gate is already a problem, now we get to listen to their work calls the whole flight? Yay for that.

Business reality in 2026: “The baseline is instability.” - @GRCPundit (Michael Rasmussen) True. True. #GRC

𝟮𝟬𝟮𝟱 𝗬𝗲𝗮𝗿 𝗶𝗻 𝗥𝗲𝘃𝗶𝗲𝘄 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 Municipal bond performance in 2025 reflected a year shaped by shifting monetary policy, evolving yield-curve dynamics, and differentiated credit outcomes. While rate cuts supported front-end performance, dispersion across sectors, credit quality, and geographies played a meaningful role in total return results. Against this backdrop, the @SPGlobal Municipal Bond Investment Grade Index delivered a +4.343% total return, with the following key trends and performance highlights: 𝗥𝗮𝘁𝗲 𝗮𝗻𝗱 𝗖𝘂𝗿𝘃𝗲 𝗗𝘆𝗻𝗮𝗺𝗶𝗰𝘀: Front-end yields fell following Fed rate cuts, while long-end yields rose, producing pronounced curve steepening. The net curve contribution was positive 𝗦𝗲𝗰𝘁𝗼𝗿 𝗮𝗻𝗱 𝗦𝗽𝗿𝗲𝗮𝗱: Housing benefited from spread tightening while IDR / PCR benefited from medium-length durations. Most sectors saw spread widening 𝗖𝗿𝗲𝗱𝗶𝘁 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: AAA- and A-rated bonds outperformed as BBB performance was weighed down by spread widening and longer durations 𝗦𝘁𝗮𝘁𝗲 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: Washington and Georgia outperformed on favorable curve exposure; New York lagged due to spread widening and long-duration exposure 𝗟𝗮𝗿𝗴𝗲𝘀𝘁 𝗖𝗿𝗲𝗱𝗶𝘁𝘀: Port Authority of NY & NJ outperformed while New-York-specific credits underperformed with substantial spread widening Read the full @Investortools report by Joel Buursma, CIPM and Mark Pinson, for an in-depth understanding of the contributions to 2025's performance: bit.ly/4pVPb0V

@gunsnrosesgirl3 I think the first time they get cleaned someone is going to walk right into them…

@woofknight It’s a bur.

@Invtools @Hyperproof @kaynemcgladrey @Schneider_Downs Good people and good discussion. Looking forward to next time!

@CrustySocks13 @josephfcox Exactly. Other than what most commenters seem to be gleaning, what legitimate purposes would justify the cost of onboarding this new capability? ROE better be very specific or lawsuits are going to fly.

@josephfcox State and federal courts have held that citizens have a constitutional right to record government officials in the course of their duties (including law enforcement). If used by LE during home searches, then it won't be long until the constitutionality of this is challenged.

@TheRyanHamilton Also, abortion should be illegal, D&C for a miscarriage is not illegal. I believe you have a medical malpractice case if you want to hold them accountable.

@TheRyanHamilton What you described is awful and there should be consequences. At the same time, painting pro-life people with broad strokes because of what most would agree was a gross misinterpretation of the “current stance”, is also wrong.

@JoyceWhiteVance

@FrankMcG GRCP (Governance, Risk and Compliance Professional). Understanding how security fits in with integrated risk management and compliance functions…

These are good people (@Invtools and @muni_analysts both). Used to be the highlight of conference season for me.

Investortools @Invtools

2 years ago

Day 1 of the 2024 National Federation of Municipal Analysts Conference is off to a great start! Don't miss the opportunity to stop by our booth and chat with Mike Green, @RandySoraich, Dmitri Abanin, or @DavidGarringer to explore how @Invtools ' software suite, including

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@mattjay @AccidentalCISO I have standard ISP security on their router but run my own router behind it configured my way. Crazy how many threats my router drops and logs, meaning my answer is “A. People should have a higher level of internet security at home”.

What could possibly go wrong?

Investortools @Invtools

2 years ago

Day 1 of the 2024 National Federation of Municipal Analysts Conference is off to a great start! Don't miss the opportunity to stop by our booth and chat with Mike Green, @RandySoraich, Dmitri Abanin, or @DavidGarringer to explore how @Invtools ' software suite, including

keyboard_arrow_left Previous keyboard_arrow_right Next

0 0 1 56 0