Senior Secured Loans Position Paper

February 28, 2011 | Greg Leonberger, FSA, EA, MAAA, FCA, Director of Research, Managing Partner

A comprehensive overview of the senior secured loans asset class, including history, return profile, risk analysis, valuation, and how to invest.

To view this article please Login or Register

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Related Content

02.12.2024

A Primer on Alternative Credit

Alternative credit, also referred to as private credit or private debt, has emerged as an area of significant interest for…

01.26.2024

2024 Market Preview Video

This video is a recording of a live webinar held January 25 by Marquette’s research team analyzing 2023 across the…

01.25.2024

2024 Market Preview: A 40 Degree Day

A former colleague once described his brother-in-law to me as a “40 degree day.” The puzzled look on my face…

01.18.2024

Great Expectations

After ending 2023 with a steep market rally, 2024 began on a more muted note, with Fed-pivot exuberance giving way…

01.12.2024

Defined Contribution Plan Legislative Update – 1Q 2024

This legislative update covers proposed regulation by the Department of Labor defining “investment fiduciary,” outlines SECURE Act 2.0’s optional provision…

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document in the web post. General description: Quilt chart comparing performance of various asset classes in past ten years. Chart subtitle: Public market indices notched impressive performance last year after a difficult 2022. Chart source: Bloomberg and FactSet as of December 31, 2023. Please see end of document for benchmark information. Chart visual description: From left to right, table shows yearly performance by asset class in various colors from 2023 to 2014, with additional two columns for 5yr and 10yr annualized. Please contact us for the full dataset. 2023 end of year performance as follows: Large Cap U.S. 26.2%; Broad U.S. Equities 26.0%; Intl Large Cap 18.2%; Mid Cap 17.2%; Small Cap 16.9%; Broad Intl Equities 15.6%; High Yield 13.4%; Intl Small Cap 13.2%; Bank Loans 13.0%; Emerging Markets 9.8%; Core Bond 5.5%; Commodities -4.3%. End chart description. See disclosures at end of document.

01.03.2024

Many Happy Returns: A Look Back at 2023

After a challenging 2022, during which significant drawdowns were exhibited by equity and fixed income indices alike, last year saw…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >