Technology

A team of finance and technology professionals at Lumesis have harnessed artificial intelligence tools to begin solving practical problems that arise when developing deal-specific yield curves (or scales) during the new municipal bond issuance pricing process.

Lumesis’ President, COO and Co-Founder, Tim Stevens, authored a chapter, Financial Technology in the U.S. Municipal Fixed Income Market, in The Routledge Handbook of FinTech. Tim was fortunate to have several industry experts provide insight and perspective for his chapter. Read more for an Executive Summary of the chapter.

On May 4, the Securities and Exchange Commission issued a Public Statement, “The Importance of Disclosure for our Municipal Markets,” that encouraged municipal issuers to provide updated financial and other disclosures associated with the effects of COVID-19…

Automation is increasingly being used to identify relative value for municipal bonds. This session explores the new data and technology developments of 2021.

FINRA, in an Acceptance, Waiver and Consent (AWC), recently settled an action with NatAlliance Securities for violations of MSRB Rule G-13, G-17 and G-27. The settlement of a matter involving G-13 is the first time a firm has been charged with violating that rule since 2003 and left some wondering if FINRA was using enforcement cases to establish compliance standards.

In this webinar, we highlight the integration of the ICE Municipal AAA Yield Curve into Lumesis’ New Issue and Secondary Market Pricing services and unveil enhancements and real use cases of the Pricing services. We will also discuss the ICE Municipal AAA Yield Curve, its construction and what distinguishes it from other muni benchmarks.

Financial technology company Lumesis has brought on ICE Data Services’ yield curve data sets to bring another layer of information for its municipal bond clients, the firm announced on Monday.