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Services Provided
<br />CREDIT ANALYSIS AND RESEARCH
<br />We incorporate a broad spectrum of market data and issuer -specific information through the following channels
<br />BLOOMBERG
<br />Utilize it to track and oversee issuer -specific fundamental metrics, news
<br />updates, and trading metrics, as well as perform data analysis for issuers,
<br />markets, and economic indicators.
<br />STANDARD & POOR'S CAPITAL IQ
<br />Use it to monitor the overarching methodology framework related to
<br />regions, sectors, and issuers.
<br />COMPANY INVESTOR RELATIONS
<br />Access issuer -supported websites for investor presentations, annual
<br />and quarterly f inancial reports, regulatory disclosures, and governance
<br />compliance information.
<br />CAPITAL MARKET RESEARCH
<br />Obtain geopolitical, economic, and sector insights from capital market
<br />professionals.
<br />INDUSTRY -SPONSORED EVENTS Participate in sector and issuer -specific investor events
<br />FREQUENCY OF CREDIT ANALYSIS:
<br />To uphold the credibility of Approved Issuer Lists, continuous monitoring is conducted on all approved issuers
<br />to assess the influence of evolving economic, competitive, financial, and strategic circumstances. Consequently,
<br />the written credit documentation for each issuer is revised as needed to incorporate any fresh insights stemming
<br />from earnings announcements, merger and acquisition activities, management transitions, strategic declarations,
<br />regulatory actions, and so forth, which could significantly affect the team's credit risk assessment. At a minimum, an
<br />annual written report is mandatory.
<br />DESCRIPTION OF CREDIT REPORTS:
<br />Issuer -specific analytical reviews comprise an independent, written summary that consolidates the analysis of
<br />various metrics, including but not limited to:
<br />Analytical examination of pertinent global and regional geopolitical conditions, focusing on governing leaders,
<br />legislative initiatives, and political stability.
<br />» Analytical review of relevant global and regional macroeconomic conditions, emphasizing factors such as growth,
<br />inflation, central bank actions, and the stability of capital markets.
<br />» Analytical assessment of the industries in which issuers operate, with afocus on business cycles, innovations,
<br />emerging risks, and market position.
<br />• Analytical evaluation of issuer fundamentals, giving attention to the identification of business strengths, risks,
<br />financial stability, profitability, solvency, liquidity, and overall business viability.
<br />» Analytical scrutiny of an issuer's board, senior management, corporate governance practices, financial risk
<br />management, competitive strategy, and the execution of said strategy.
<br />» Analytical review of an issuer's Environmental, Social, and Governance (ESG) policies, with consideration of their
<br />implications for strategy, business continuity, and financial performance.
<br />» Analytical assessment of rating agency perspectives and opinions and their potential impact on investment value.
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<br />MEEDER
<br />PUBLIC FUNDS
<br />City Council 22 — 18 5/7/2024
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