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CLO Benchmarking

What can you see when the whole CLO market is in view?

The CLO market rewards whoever sees it clearly first.

Octus pairs real-time reporting from a dedicated CLO team with liabilities and fundamental data on roughly 3,300 public and private issuers, so you hand-select the peer set that fits your portfolio instead of accepting a generic list of comps.

Download a working comparison of five notable 2025-vintage deals, weighted against the market average on spreads, leverage, coverage and portfolio quality, with manager and sector rankings you can rebuild around your own peer set.

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What's in the brief

Five notable 2025-vintage deals, weighed against the market average across financials, sector fundamentals and manager rankings: Carlyle US CLO 2025-1, Rockford Tower CLO 2025-1, Palmer Square CLO 2025-1, Balboa Bay Loan Funding 2025-1 and OCP CLO 2025-40.

Financials
  • Swap trustee-reported spread and cost of debt for Octus-calculated figures, deal by deal
  • Weigh leverage and interest coverage against the 2025-vintage benchmark
  • Track LTM revenue growth from 2023 to now
Sector and manager benchmarking
  • Rank the top 15 US and European managers on leverage, coverage and revenue growth
  • Isolate B3-or-lower exposure to see which managers hold up under stress
  • Break down fundamentals across all 11 GICS sectors in the USD and EUR BSL universe
Market trends
  • Chart primary spreads and secondary BWIC flows through the year
  • Watch coverage cushion shrink as leverage climbs, a trend running since 2021
  • Size up USD and EUR BSL, EUR and global issuances

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