Issuance Monitor

A Single Portal for Primary
Market Activity

A Single Portal for
the CLO Primary
Market

Issuance Monitor organizes
unstructured data, so
investment
teams can make fast and informed
decisions.

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Powerful
Monitoring Tool

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Searchable pipeline
with 20+ metrics

Filter by 20+ portfolio characteristics including
reinvestment end date, non-call end date and WAS.
Filter for ESG and SOFR deals. View primary market
activity updated in real-time.

Customizable view

Build your own unique view of primary issuance:
select among more than 24 columns; add, remove
or reorder columns. Customized cohorts can be
exported to Excel for deeper analysis.

Templates and Notifications

Found the view you like? Save a filter to create a
differentiated approach for various CLO classes, new
issue vs.
refi and reset comparisons. Set up email
alerts to be promtly
notified once a deal matching
your criterea goes live.

CLO Issuance in 4 Standardized Tabs

Available to the buy-side only

  • Key transaction parties
  • Capital structure summary
  • Key dates
  • Manager highlights & presentation
  • Syndicate contacts
  • Detailed capital structure
  • Collateral assumptions
  • Sources and uses
  • Collateral quality tests
  • Management and other fees
  • 20+ metrics for filtering
  • Target vs ramped par amounts
  • Asset purchase price
  • Reference index
  • Libor floors
  • Indenture and offering circular
  • Manager presentation
  • Portfolio models
  • Intex file
  • Key transaction parties
  • Capital structure summary
  • Key dates
  • Manager highlights & presentation
  • Syndicate contacts
  • Detailed capital structure
  • Collateral assumptions
  • Sources and uses
  • Collateral quality tests
  • Management and other fees
  • 20+ metrics for filtering
  • Target vs ramped par amounts
  • Asset purchase price
  • Reference index
  • Libor floors
  • Indenture and offering circular
  • Manager presentation
  • Portfolio models
  • Intex file

Bird’s-Eye View of
CLO Issuance

Issuance Dashboard

New issue, refi and reset
deal count & volumes

Interactive setup and toggles for:

  • Collateral type
  • Transaction type
  • Volume/Deal count
  • Currency
  • Timeframe
  • Grouped /Stacked view

Top 10 Issuers

  • List of managers with the most transactions over
    a selected timeframe
  • Users can specify type of transaction: new issue, refis
    or reset
  • Users can specify Year To Date (YTD) or a specific year

Top 10 Arrangers

  • List of arranging banks with the most transactions over
    a selected timeframe
  • Users can specify Year To Date (YTD) or a specific year

ESG Deals as % of New Issue

  • Users can sort by Volume or deal Count and then
    M (month), Q (quarter) or Y (year) to view results.

Static Deals

  • Static Deals table lists static deals. User scan select YTD or
    a specific year to view the results.

Debut Managers

  • Users can sort by Collateral Type and Currency and then
    select YTD or a specific year to view the results.
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Together we can build a better marketplace

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