UFI’s Analytics and Compliance Group is a full-service practice committed to managing the comprehensive disclosure and dissemination agent needs of public agencies has over 20 years of experience assisting agencies with their compliance needs. Currently serve over 150 California cities, school districts, successor agencies, joint powers and financing authorities, and enterprise districts with post-issuance compliance services. In-house market sources such as Bloomberg, TM3 (Thompson Reuters) and EMMA result in fast and accurate service delivery for our clients.
- Continuing Disclosure Reports
- Annual Debt Transparency
- Ratings Monitoring
- Arbitrage Rebate
- Five-Year Audits