Client Portfolio Transparency

KDP has taken all of the best aspects of its affiliate's online research service, KDP Advisor, and tailored them to the specific needs of its clients and portfolio managers. Key portfolio metrics including current portfolio summaries/characteristics, recent transactions, issuer/issue holdings and research covering all client holdings are made available to clients on a real-time basis via secured websites. KDPAM portfolio managers utilize KDP's proprietary, web-based management platform to access KDP research, pricing and key portfolio metrics. Leveraging these capabilities, they screen and sort portfolio holdings and potential investment opportunities to perform complex "what if" modeling to evaluate and optimize potential trades.