Capital Relief Trades

  • Innovative SRT inked

    Belgian synthetic RMBS finalised

    AXA Bank Belgium has completed a synthetic RMBS that references a static €730m portfolio of Belgian prime mortgages. Dubbed CASPR-1, the significant risk transfer trade is unusual due to the underlying asset class and the amortisation structure.

    Rated by Fitch and S&P, the transaction consists of a €23.575m AA/AA- rated class A tranche (which priced at three-month Euribor .......

    News 2 December 2020

  • Test case

    JPMorgan CRT details revealed

    Further details have emerged in connection with a corporate capital relief trade that was completed last month between JPMorgan and PGGM and Alecta (SCI 27 November). The transaction was motivated less by capital needs, given the US lender’s strong capital position, but more from a desire to test the trade from an efficiency standpoint. 

    The cash collateralised deal references .......

    News 1 December 2020

  • Risk transfer round-up - 30 November

    CRT sector developments and deal news

    News 30 November 2020

  • Double trouble

    Two - not one - JP Morgan corporate loan CRT trades have been in the market

    A CRT transaction between JP Morgan and a club of investors referencing corporate loans, believed to be chiefly SME-related assets, is poised to close imminently, say well-placed market sources.

    This trade is in addition to the bilateral corporate loan CRT deal involving Dutch asset manager PGGM and co-investor Alecta, a Swedish pension provider, which also closed recently. The .......

    News 27 November 2020

  • Excess spread harmonised

    EBA's SRT recommendations released

    The EBA’s long-awaited final report on significant risk transfer details a set of recommendations to the European Commission regarding the harmonisation of practices and processes applicable to the assessment of SRT transactions (SCI 23 November). Most notably, the report harmonises the regulatory treatment of excess spread, ending a three-year uncertainty over the use of the structural feature in .......

    News Analysis 27 November 2020

  • EBA SRT report released

    Sector developments and company hires

    EBA SRT report released
    The EBA has published its long-awaited report on significant risk transfer in securitisations, which includes a set of detailed recommendations to the European Commission on the harmonisation of practices and processes applicable to the SRT assessment. The EBA proposals aim to enhance the efficiency, consistency and predictability of the supervisory SRT assessment within the current securitisation .......

    Market Moves 23 November 2020

  • Risk transfer round-up - 23 November

    CRT sector developments and deal news

    News 23 November 2020

  • Greek synthetics eyed

    Alantra targets CRTs, new jurisdictions

    Alantra has evolved to become one of the premier players in the non-performing loan markets by utilising a combination of services, including credit portfolio advisory and asset management. However, following the recent hiring of Francesco Dissera (SCI 3 November), the arranger is now eyeing capital relief trades, including in the currently untapped Greek market.     

    Alantra’s services .......

    News Analysis 20 November 2020

  • Capital headache

    The finalized GSE capital rules give with one hand whilst the other takes

    The finalized capital rule for the GSEs, released yesterday afternoon (November 19) by the Federal Housing Finance Agency (FHFA), increases the amount of dollar relief afforded by CRT mechanisms from that envisaged by the rules released in May, but the effect is offset by higher overall risk weightings the amended rules impose, observe sources.

    “CRT is more effective because the .......

    News 19 November 2020

  • Synthetic RMBS priced

    Lloyds finalises Syon transaction

    Lloyds has priced the third transaction from its Syon programme. The seven-year significant risk transfer trade is motivated by prudent risk management within the context of providing support to first-time buyers, in line with the bank’s Helping Britain Prosper Plan. After withdrawing high LTV mortgage products in March 2020, the UK lender is now seeking to re-enter that market .......

    News 19 November 2020

  • Democrats and CRT

    Banks, GSEs eye Washington for policy clues

    It is, probably, a reasonable assumption that US President-elect Joe Biden has never given a second thought to credit risk transfer mechanisms. But for this market and particularly the GSEs, the new administration represents a sea-change in philosophy and policy.

    The potential extent of any legislative innovation depends, firstly, on whether the Senate will approve or block action .......

    News Analysis 19 November 2020

  • APAC capital advisory formed

    Sector developments and company hires

    APAC capital advisory formed
    Aon has launched an Asia Pacific Capital Advisory unit to deliver a holistic approach to capital optimisation for re/insurers. The initiative follows Aon’s launch of similar units in the UK and US.

    At the same time, actuary Seewon Oh has joined the unit from Smartkarma Innovations, where she was an analyst researching the insurance sector across Asia Pacific. .......

    Market Moves 18 November 2020

  • Risk transfer round-up - 16 November

    CRT sector developments and deal news

    News 16 November 2020

  • Morgan motors

    JP Morgan puts its foot on the gas in CRT highway

    News 13 November 2020

  • Risk transfer round-up - 11 November

    CRT sector developments and deal news

    News 11 November 2020

  • Revised stance

    Parliament backtracks on structural features

    The European Parliament’s Economic and Monetary Affairs Committee (ECON) has approved the inclusion of time calls and pro-rata amortisation for STS synthetic securitisations, as part of a review of the European Commission’s ‘quick fix’ proposals (SCI 31 July). The committee had initially suggested an exclusion of these features from the final framework, but revised its stance last month .......

    News 11 November 2020

  • Risk transfer round-up - 9 November

    CRT sector developments and deal news

    News 9 November 2020

  • Synthetic CMBS eyed

    Pension funds target CRE CRTs

    Pension funds are targeting synthetic securitisations of commercial real estate loans, despite the challenges of the Coronavirus crisis (SCI 9 July). However, going forward, portfolio composition will be key for real money investors.

    According to Chris Redmond, head of manager research at Willis Towers Watson: “Since mid-July, the screamingly cheap has gone and so now we are .......

    News Analysis 6 November 2020

  • Storming STACR

    Freddie Mac shrugs off the lockdown effect to go to town in 3Q and since

    Freddie Mac's new CRT issuance credit-protected more unpaid principal mortgage balance at a higher maximum coverage in 3Q 2020 than in any other quarter since it began reporting these numbers, according to Mike Reynolds, vice president of single family CRT at the GSE.

    It is striking that this should have occurred in a quarter when market uncertainty occasioned by Covid .......

    News 5 November 2020

  • Ramping up

    Synthetic RMBS prepped

    News 5 November 2020

  • Risk transfer round-up - 2 November

    CRT sector developments and deal news

    BDK has priced its seventh full-stack capital relief trade from the Red & Black Germany programme. The transaction is broadly in line with R&B Six, but changes have been made to the composition of the portfolio and payment triggers (SCI 23 October).

    The €935m class A notes pay one-month Euribor plus 70bp, the €25m class Bs pay .......

    News 2 November 2020


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