medium · Asset-Backed Securities

If a CLO portfolio has a Weighted Average Spread (WAS) of 3.65% and the floor is 3.50%, a manager sells a loan with a spread of 3.20% and buys a loan with a spread of 3.40%.

How does this impact the WAS test?

  1. The WAS test fails because the new loan's spread of 3.40% is below the 3.50% floor.
  2. The trade is prohibited because it does not reach the 3.65% portfolio average.
  3. The WAS test result declines because 3.40% is lower than the current portfolio average of 3.65%.
  4. The WAS test result improves because the new loan's spread is higher than the spread of the sold loan.

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