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Portfolio Analytics

Portfolio Analytics

Powerful, precise portfolio analytics

Decode CLO and manager performance with game-changing analytics. Uncover hidden risks and opportunities in credit portfolios.

Elevate your portfolio management

Gain absolute clarity on CLO data. Assess credit portfolio risk with expert-backed fundamental metrics and data on ~3,000 public and private issuers across the full sub-investment grade credit market.

Fast-track portfolio evaluation

Get granular with Octus and understand sectorial shifts, outliers and underperformers. Access in-depth aggregated fundamental data to gain comprehensive insights into the performance of issuers within CLOs.

This offering is unique in the market. -CLO Manager, Global Asset Management Firm

Comprehensive trend analysis

Intelligence that’s dynamic and precise. Track detailed sub-investment grade fundamental performance over time for clearer portfolio risk assessment and advanced analyses of risk versus value.

Octus is easy to use, quick platform, concise data. -Credit Analyst, Barings

Portfolio Analytics historical trends

Unique insights on CLO asset managers

Unlock precise benchmarking. Use the analysis tool to compare CLOs or CLO managers with custom benchmarks and evaluate portfolio distributions. Gain a deeper understanding of a portfolio’s tail risk and a CLO manager’s style.

Portfolio Analytics analysis tool

Reach the next tier

Differentiate with data. Analyze the broadly syndicated loan market and competitive intelligence to elevate your CLO platform. Create your advantage with in-depth performance metrics and comprehensive sector insights.

Portfolio Analytics analysis tool for historical trends.

Trusted by professionals

Thousands of industry professionals use Portfolio Analytics to gain deep insights with our CLO data, CLO manager analysis and credit risk modeling.

1,900+

US CLOs covered

600+

European CLOs covered

~3,000

Public and private companies’ aggregated data

Who we serve

Global professionals rely on Octus to deliver the proprietary data and actionable intelligence that informs and accelerates their most critical decisions.

Buy Side Firms

Actionable, real-time intel to inform your investment decisions

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Investment Banks

Reliable insights and data for trading, advising or advertising

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Law Firms

Critical insights to accelerate decision-making

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Advisory Firms

Proprietary intel, data and tools for winning mandates

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Take CLO investing to the next level

Improve your decision-making, risk evaluation and performance monitoring with our comprehensive portfolio analytics.