Note to Clients: Discovering & Managing Portfolio Sector and Relationship Exposure

Given the recent volatility and wide market swings across a growing number of sectors, asset classes and geographic regions, we wanted to take this opportunity to remind our valued clients about the Revere tools that you have at your disposal that can help discover, analyze and manage both known and unforeseen portfolio sector and relationship exposure. This includes exposure not only within the equities and equity derivatives markets, but also within certain segments of the fixed income and credit markets including asset-backed securities such as synthetic CDOs, CDSs, commercial paper, investment and non-investment grade bonds and convertible securities.

While there has been a great deal of news coverage of market-moving events surrounding the sub-prime mortgage sector, the spillover effects are impacting ancillary sectors, sub sectors and product lines. Customers with access to Revere Research™, Revere RealTime™ and Revere Datafeeds™ can quickly discover the exposure to their portfolios from either a sector, competitive or supply chain perspective. The depth and granularity of Revere’s research services can help you quickly identify and potentially mitigate unforeseen risk to your individual positions and portfolios.

For Revere clients with fixed income and credit investments that ultimately link back to a publicly-traded company’s underlying equity, Revere’s detailed sector classification systems, key business relationship data (such as Key Customers, Suppliers, Competitors and Strategic Partners), and GeoRev (revenue by geography) data can uncover direct and indirect linkages between issuers and purchasers of debt instruments. In conjunction with your existing credit or fixed income data services, this Revere visibility can help determine the credit health of not only the direct counterparties, but also the credit health of the focused sector of each counterparty’s business—including the ancillary sectors and subsectors, and credit health of each counterparty’s supply chain partners. For instance, if a company in this sector derives a significant percentage of its revenues from outside the US, especially in high growth markets such as Asia, Latin America and Eastern Europe, then their default risk can potentially be  adjusted down.

Revere’s datafeeds, research services and indexes are available to you 24/7 through your current accounts. For clients without access to the Revere Research™ service, we are offering to set it up as a free trial during these extraordinary times. In either case, if you would like further assistance from our Sales, Research or Customer Support teams, please do not hesitate to contact us. We look forward to servicing your research and risk management needs today and well into the future.

With kind regards,



Kevin E. O’Brien
Revere Data, LLC.
President & Chief Executive Officer