The DIVER platform is comprised of multiple interactive, web-based fixed income research tools focused on the municipal market. Our platform provides research, analytical and notification tools that allow our client’s to access more than 100 data sets as well as import and work with their own portfolios. The DIVER suite is comprised of five distinct offerings that integrate and capture the diverse needs of our constituents.

What Can DIVER Do For You?

  • Enhance Credit Research Capabilities
    • Heat map data with or without portfolio concentrations
    • State or county data drill down
    • Timely assessment of data and how it can impact holdings
  • Up-To-The Minute Awareness of Issuer Filings
    • Rule 15c2-12 and Voluntary Disclosure Management
  • Highlight and Manage Risks within Your Portfolios
    • Identify and track key drivers of municipal revenues and expenditures
    • Comparative analytics of key drivers between your portfolio and indices or peer group
    • Pinpoint issuers and positions of concern or interest
    • Shape portfolios you manage
  • Save Time and Money
    • Eliminate time-consuming data-mining and preparation
    • Efficient Aggregation of >100 Economic, Demographic and Select Financial Data Points
  • Address the Concerns of Constituents by Demonstrating Robust, Holistic Approach Custom reporting and data/portfolio export to Excel

DIVER Complete

Complete suite of DIVER’s municipal data and analytical and service tools including Map, Filter, Portfolio Statistics & Comparison, Search, and DIVER CDM.

Diver CDM - Continuing Disclosure Management

Rule 15c2-12 and Voluntary Disclosure management for all portfolios you load into DIVER. Lumesis delivers to your desktop e-mail notifications noting the type of disclosure, the portfolio subject to the filing and a link to the disclosure document.

  • Rule 15c2-12 and Voluntary Disclosure Management
    • Financial and Operational Information
    • Budgets
    • Event Notices -- Delinquencies, Defaults, Unscheduled Draws...
  • Complementary for all DIVER Complete and DIVER Pro* subscribers
  • Automatic delivery of e-mail notifications and links for all Rule 15c2-12 and voluntary disclosures for all issuers in your portfolios

*DIVER CDM is complementary for DIVER Pro subscribers that enroll for three DIVER Complete modules.

Portfolio Statistics & Comparison

  • Identify regional risk concentrations and review unique portfolio weighted credit metrics
  • Comparative analytics of key drivers and risk concentrations allowing peer review and benchmark comparison

Filter Function

  • Efficiently identify positions for more in-depth research by filtering on user-defined criteria
  • Shape portfolios under management by identifying positions with adverse characteristics and locations with favorable economic/demographic conditions

Heat Map Data and Portfolios

  • Quickly identify "hot spots" and understand the relative conditions and risks from State to State and county to county
  • Map portfolios directly to geographical locations
    • Users can quickly and easily visualize their portfolio exposures against relevant data
    • Sub-state level CUSIP-location mapping
    • Approximately 58,000 issuers geo-located and mapped
    • Data on all states and counties
    • One-click data retrieval

DIVER Pro

User-selected, component tools from DIVER Complete; an a la carte offering of DIVER Complete.

Determine which of the DIVER Complete tools and features are right for you and subscribe only to those features. DIVER Pro lets you decide which components of DIVER Complete are right for your operations and incorporate the same into your daily workflow. Subscribers to DIVER Pro can also have access to DIVER CDM.

Heat Map Data and Portfolios

  • Quickly identify "hot spots" and understand the relative conditions and risks from State to State and county to county
  • Map portfolios directly to geographical locations
    • Users can quickly and easily visualize their portfolio exposures against relevant data
    • Sub-state level CUSIP-location mapping
    • Approximately 58,000 issuers geo-located and mapped
    • Data on all states and counties
    • One-click data retrieval

Portfolio Statistics & Comparison

  • Identify regional risk concentrations and review unique portfolio weighted credit metrics
  • Comparative analytics of key drivers and risk concentrations allowing peer review and benchmark comparison

Filter Function

  • Efficiently identify positions for more in-depth research by filtering on user-defined criteria
  • Shape portfolios under management by identifying positions with adverse characteristics and locations with favorable economic/demographic conditions

DIVER CDM

Rule 15c2-12 and Voluntary Disclosure management for all portfolios you load to DIVER. We deliver to your desktop e-mail notifications noting the type of disclosure, the portfolio subject to the filing and a link to the disclosure document.

  • Rule 15c2-12 and Voluntary Disclosure Management
    • Financial and Operational Information
    • Budgets
    • Event Notices -- Delinquencies, Defaults, Unscheduled Draws...
  • Complementary for all DIVER Complete and DIVER Pro* subscribers
  • Automatic delivery of e-mail notifications and links for all Rule 15c2-12 and voluntary disclosures for all issuers in your portfolios

*DIVER CDM is complementary for DIVER Pro subscribers that enroll for three DIVER Complete modules.