The CLO market has become a major segment of structured finance, but deal review, credit analysis and portfolio monitoring often depend on disconnected tools and data sources. Moody’s has enhanced OneView for Capital Markets: Structured Finance to provide a more integrated analytical experience for CLO professionals.
The updated platform initially focuses on CLO workflows, bringing credit analysis, investment research and portfolio monitoring into a more connected environment.
A more integrated CLO workflow
Moody’s OneView for Capital Markets: Structured Finance combines performance data, analytical tools, AI-enabled features and Moody’s Ratings research. The platform covers more than 13,000 CLO and structured credit deals, giving users broader context for evaluating transactions and monitoring market developments.
Capabilities across the CLO lifecycle
The new features support each stage of the structured finance workflow, from initial deal review and credit analysis to ongoing surveillance and portfolio management.
Broad CLO deal intelligence: Extensive market coverage, supplemented by Moody’s Ratings research and data, helps users assess risk-return profiles and examine market trends.
Capital structure analysis: Capital structure information, including market value metrics, enables users to evaluate deal composition and performance over time.
Performance monitoring: Charts and tables track key deal metrics, allowing users to identify trends, compare transactions and detect emerging risks. A structural and collateral test summary shows whether important tests have passed or failed in recent reporting periods. Data can also be exported to Excel for offline analysis and reporting.
Collateral and exposure analytics: Asset-level data, transaction activity and exposure analytics help users review deal composition, concentrations and changes in underlying collateral.
Cash flow modeling and relative value analysis: Users can apply custom stress scenarios and forward-curve inputs to generate cash flow projections for credit and relative value analysis.
Deal documents: Trustee reports, investor notices and closing documents are available within the platform. AI-generated summaries of notices are intended to highlight key information and streamline document review.
Portfolio monitoring, screening and sector pages: Users can upload portfolios and configure alerts for relevant Moody’s Ratings actions, research and supported reports. Market-wide screening and sector pages also provide benchmarks across the broader structured finance market.
Future development
The enhanced CLO experience is the first phase of a broader evolution of Moody’s OneView for Capital Markets: Structured Finance. Other structured finance asset classes remain available on the platform, with additional redesigned experiences planned.
