SECURITIZATION
(March 2019)
One method for addressing the
management of complex risk is to gain greater, direct access to the
international capital market. An increasingly popular way to do so is called
securitization, which refers to the process of converting non-liquid assets
into market-acceptable securities. The property that undergoes this financial
transformation is called a securitized asset. Many types of property, both
tangible and intangible, may be converted into securitized assets including:
Note: This asset’s use is likely to be
substantially reduced and highly scrutinized due to its contribution to the
global financial crises that involved the abusive practice of securitizing
tranches of sub-prime home mortgages.
Securitization Benefits
The originator firm (see definition
below) may benefit from asset securitization in several ways. The benefits
associated for a firm’s decision to securitize a given asset depend upon the
applicable contracts arranged in order to complete the process. Entities that
use securitization usually experience a higher level of liquidity, a reduced
risk of owner-related liability, improved cash flow and cost savings for
capital funding. Investors are attracted to these securities because they
represent a chance to diversify their investment dollars and the interest rate
payments are usually high.
Related Article: Convergence
Products
Note: See the portion of the article and diagram below
concerning insurance-linked securities.
Securitization Process
Securitization begins by selecting the
property intended to go through the process. While many types of assets may be
used, they have the following characteristics in common:
Example: Skynd Animals, Inc. decides
to look into securitization: Scenario 1: Skynd
decides to securitize its inventory of stored minks and other furs. They make
other plans when their attorney reminds them that the furs belong to their
various customers and they can’t securitize what they do not own. Scenario 2: Skynd
decides to securitize its book of storage rents due from their customers’
annual storage fee agreements. They proceed when their attorney advises that
they own and control their rental fee receivables. |
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Example: Pies A-Burning Ltd. wants to securitize some assets.
They are foiled in their attempt when it is known they want to, as a package,
securitize their book of loans, their inventory of machinery and their rental
properties. |
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Once a pool of eligible assets is
created, their ownership must be transferred to an entity, called a special
purpose vehicle (SPV) that is independent from the originator firm. Generally,
a separate trust is created for this purpose. The originator firm sells the
selected, pooled assets to the SPV and it becomes the legal owner of the
property. Then, the SPV markets securities to outside investors. The securities
sale is backed by the very assets entrusted to the SPV. It is when the assets
are used as collateral that they officially are considered “securitized.” Prior
to that point, they are merely segregated trust property.
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Securitization Risks
A firm that goes through the process
faces a set of associated exposures including:
In addition, firms that securitize
assets must be sure that those assets are reported properly for accounting
purposes. Often such assets may be treated as sales, but the details of a given
agreement may create separate obligations and trigger less preferential tax
treatment.
A major problem is that securitization
can involve a substantial moral hazard due to various actors having roles that
overlapped when they should have been separate. The overlap allowed a high
degree of self-interest, especially with regard to the quality
(creditworthiness) of the underlying assets.
Definitions
Various terms are associated with the
above process, including the following:
Asset-backed Security
– any asset that is used as collateral in support of securities sold to
investors for that asset.
Conduit
– a trust
established for the single purpose of receiving a given firm’s assets and
issuing various types of debt, backed by those assets.
Depositor
– a limited purpose
entity which initially accepts assets intended for securitization from an
originator firm and then transfers the assets to an SPV (also known as Special
Purpose Entity).
Marketable
Security – an item that
may be freely traded among interested parties (investors) according to an
agreed, generally fluctuating price.
Multi-Seller
Conduit – a trust that
receives assets from more than one originating firm and issues various types of
debt, backed by those assets. Each originating firm’s assets are kept in
separate, securitized accounts.
Originator
Firm – the entity
that is the original owner of the securitized property. This firm makes the
initial decision to go through the asset securitization process.
Securitized
Asset – any property
that, via a financial transaction, is transformed into a marketable security.
Securitization
Vehicle – see special
purpose vehicle.
Special
Purpose Vehicle – also known as
Special Purpose Entity, refers to the entity (typically an association,
corporation partnership or a trust) that acquires the ownership rights to
property that is undergoing securitization. It is the SPV that sells securities
that are backed by the income flow generated by the securitized property.
Sponsor – another term for originator firm.
SPV – see special purpose vehicle