NEW YORK--(BUSINESS WIRE)--Octus, formerly Reorg, the leading provider of global credit intelligence and data, today announces the availability of its latest data solution, Octus Portfolio Analytics (“Portfolio Analytics”), providing fundamental data by market, ratings and sector on both a current and historical basis. Portfolio Analytics allows investors and managers to evaluate performance, benchmark against peers, understand deal structures and analyze risk associated with collateralized loan obligation (CLO) portfolios. The backbone of Portfolio Analytics is Octus Fundamentals Data, which provides 100 percent coverage of the fundamental and financial information and data of the leveraged loan and high-yield bond issuers in the sub-investment grade credit market in the U.S. and Europe.
Portfolio Analytics brings enhanced value to market participants with the integration of Moody’s Analytics CLO holdings data, including nearly 1,800 U.S. CLOs and more than 500 European CLOs, giving CLO managers and investors a more complete view of portfolio performance and risks to support quicker, data-driven analysis and decisions. The Moody’s CLO data integration allows a user to see sector breakdown and details about the underlying instruments, and to export data to search, sort and add details relevant to the CLO or portfolio. By integrating Moody’s Analytics CLO holdings data with Octus Fundamentals Data into Portfolio Analytics users have deeper data and analytics capabilities at their fingertips to evaluate and optimize portfolio performance.
“CLO portfolios are highly complex, and we saw an opportunity to bring together our market-leading fundamentals product with trusted CLO-level detail from Moody’s to simplify portfolio analysis and deliver an indispensable product for CLO managers and investors,” says Tejs Broberg, global head of data at Octus. “Octus covers the entire sub-investment grade market with aggregated data on more than 2,500 public and private companies. Portfolio Analytics is a category leading solution with the largest data set in the industry, further enhanced with Moody’s Analytics CLO data to bring greater market value.”
“Moody’s is excited to collaborate with Octus on their Portfolio Analytics product, integrating our market-leading CLO holdings data with their extensive public and private data. This partnership marks a step forward in offering unparalleled transparency and analytical depth in the sub-investment grade credit market, providing CLO managers and investors with a more holistic view of their portfolios,” said Julian Basler, Managing Director, Structured Finance, Moody’s Analytics.
About Octus
Founded in 2013, Octus, formerly Reorg, is the essential credit intelligence and data provider for the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with proven technology, data and AI tools, Octus unlocks powerful truths that fuel decisive action across financial markets. Visit octus.com to learn how we deliver rigorously verified intelligence at speed and create a complete picture for professionals across the entire credit lifecycle.
About Moody’s
In a world shaped by increasingly interconnected risks, Moody’s data, insights, and innovative technologies help customers develop a holistic view of their world and unlock opportunities. With a rich history of experience in global markets and a diverse workforce in more than 40 countries, Moody’s gives customers the comprehensive perspective needed to act with confidence and thrive. www.moodys.com
