medium · Corporate Credit Analysis

A portfolio manager is assessing a CLO (Collateralized Loan Obligation) and notes that 'Excess Spread' is being diverted to pay down senior tranches.

What does this 'Trigger' event signify?

  1. The equity holders have exercised their right to call the deal early.
  2. An Overcollateralization (OC) test has failed due to losses or defaults in the loan pool.
  3. The underlying loan portfolio is performing better than expected and generating extra cash.
  4. The investment period has ended, and the manager is now in the wind-down phase.

Sign up free to see the explanation and track your rank →

More Corporate Credit Analysis practice

KomFi Academy — Stop doomscrolling. Get KomFi.

Build your intelligence, anytime, anywhere.

KomFi Academy is a curated training platform with 54,000+ practice questions, 20,000+ flashcards, on-demand video lectures, podcasts, and 4K slide decks across the topics serious professionals study: GMAT, LSAT, MCAT, Investment Banking, Private Equity (LBOs & PE math), Private Credit, Quantitative Finance, Financial Accounting, Asset- Backed Securities, Volume Profile Analysis, Order Flow Trading, Market Microstructure, Volume Spread Analysis, Elliott Wave Theory, Volume-Price Analysis, and Public Offering Frameworks.

What's inside

Topics

View pricing · Read testimonials