Municipal Bond Allotment Modeler

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Overview
Key Benefits
Feature Highlights
Thought Leadership
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Automate and modernize your municipal bond allotment process with S&P Global Market Intelligence’s Municipal Bond Allotment Modeler. Designed for underwriters and syndicate desks, Allotment Modeler replaces manual efforts with a configurable tool that fully integrates with Municipal Bookbuild for new issuance. Streamline workflows, reduce operational risk, and support compliance as allocation strategies evolve. Drive efficiency and accuracy by automating the complexities of allocating US municipal bond deals in one seamless solution.

Key Benefits

Streamlined Workflow

Automatically apply your preferred priority sequence logic and seamlessly sync between Municipal Bookbuild and Allotment Modeler for a true end-to-end solution.

Address Compliance

Instantly validate allocation logic and compliance with built-in checks for holdbacks and allocation integrity, supporting MSRB G-11 communication and validation.

Reduced Risk

Eliminate manual errors and operational inefficiencies caused by exporting allocation data and running calculations in Excel.

Allocation Insights

Generate summary tables with subscription rates, allocation breakdowns, and pass-fail compliance indicators. Test pro rata rules on combined and separate retail or priority orders.

Real-Time Collaboration

Enable multiple users to edit simultaneously, mirroring shared spreadsheet functionality with autosave and change notifications.

AI Allocation Analytics

Automatically execute pro‑rata allocations across the entire deal, convert order comments into actionable guidance with embedded AI, and gain clear, real‑time visibility into allocation breakdowns by maturity, underwriter, and account through intuitive reports.

Feature Highlights

Thought Leadership

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Key Benefits

Streamlined Workflow

Address Compliance

Reduced Risk

Allocation Insights

Real-Time Collaboration

AI Allocation Analytics

Feature Highlights

Platform Integration Manage your workflow from Municipal Bookbuild to final allocation and never leave the platform.

Group Editing Collect simultaneous input from multiple users, with autosave capabilities and change notifications.

Compliance Validation Built-in checks for 50% holdback and allocation integrity, with support for MSRB G-11 communication and validation logic.

Configurable Logic Tailor allocation to each deal’s rules and syndicate preferences, including 50% holdback, pro rata (combined and separate), and retail order period prioritization.

Allocation Analytics Analyze pro rata calculations for retail and priority orders, subscription rates, allocation breakdowns, and compliance indicators.

Scalable Architecture Designed to support advanced features like predictive analytics and cross-asset workflows.

Ready to modernize your municipal bond allocation process?

Thought Leadership

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