The municipal market has come a long way with transparency. How are market participants working with issuers to simplify and streamline muni disclosure as the technology evolves? What tools are available now or will be soon to help? What factors should the industry keep in mind for what might constitute over-disclosure in the digital age?
How is the industry utilizing AI, machine learning, and alternative data to enhance municipal credit analysis?
How much has changed from a technology standpoint in the primary market? What tools are available for issuers and the sell-side? How can we make getting deals done more efficient?
Nisha Patel, Senior Portfolio Manager and Head of SMAs at Parametric will sit down with Lynne Funk, Senior Director of Content & Strategy at The Bond Buyer, for a discussion on the macroeconomic picture as we near mid-year, how the municipal market is faring amid the volatility, the role technology has played in the municipal investor landscape up to now, and where she sees it heading into the future.
How are regulators handling the growth of AI? What are their expectations for the market? Do they anticipate any rulemaking changes as a result of the rapidly changing environment? Which market participants will most impacted?
As other asset classes move forward, where does it all stand for municipals? Can this market adapt and adopt the technologies at scale? When?
How can AI and tools improve workflows? How are people learning to use AI? How does the ‘build vs. buy’ question play out for various parts of the market?
As electronic trading, ATS and automation has become much more prolific, how has the secondary market evolved? What’s the status of AI-driven pricing, trade automation, and risk management? How do line traders fit in? What happens in times of volatility? Is 24/7 trading in munis possible?
How are buy-side firms engaging with fintech solutions across the municipal market? Has the shift into SMAs and ETFs sped up the integrations? What new players are coming into the space? Is technology allowing for greater liquidity in a historically illiquid market?
