medium · Asset-Backed Securities

A 500 million pool of SBA 7(a) loans is being securitized. The issuer sells the 75% guaranteed portion as 'Pool Certificates' and retains the 25% unguaranteed portion.

How do these two pieces differ in their primary risk profile?

  1. The unguaranteed retained portion is protected against pool credit losses by the publicly sold 'Pool Certificates' via subordination.
  2. Pool Certificates carry materially higher credit risk than the retained unguaranteed piece solely because they are sold to public bond investors.
  3. Pool Certificates carry U.S. government credit risk and focus on prepayment; the unguaranteed portion carries pure small-business credit risk.
  4. The guaranteed portion typically carries a fixed coupon rate, while the unguaranteed retained portion is structured with a floating-rate coupon tied to Prime.

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