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Formulas Risk Management

Autor:   •  October 4, 2017  •  742 Words (3 Pages)  •  871 Views

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[pic 80]

Capital required

[pic 81]

Corporate, Sovereign, and Bank exposures

[pic 82]

Capital required

EAD*LDG*(WCDR-PD) * MA

[pic 83]

b = [0.11852 – 0.05478 * ln(PD)] 2

M: Maturity of exposure

RWA = 12.5 * EAD * LGD * (WCDR – PD) * MA

Retail exposures

Capital required = EAD * LGD * (WCDR – PD)

Residential mortgages: ρ = 0.15

Revolving retail exposures: ρ = 0.04

Other retail exposures: ρ = 0.03+0.13e-35*PD

RWA = 12.5 * EAD * LGD * (WCDR – PD)

Adjustments for collateral

Simple approach:

Risk weight*collateral+risk weight*(exposure-collateral)

Comprehensive approach:

New exposure = (1 + adjustment in %)*exposure – (1+adjustement in %)*collateral

Basel I Add-on factors as a percentage of principal for derivatives

Maturity

1-5

>5

Interest rate

0.0

0.5

1.5

FX and gold

1.0

5.0

7.5

Equity

6.0

8.0

10.0

Precious metals

7.0

7.0

8.0

Other commodities

10.0

12.0

15.0

Basel I risk weights on-balance-sheet items

Risk weight

Asset category

0

Cash, gold bullion, claims on OECD governments such as Treasury bonds or insured residential mortgages

20

Claims on OECD banks and OECD public sector entities such as securities issued by U.S. government agencies or claims on municipalities

50

Uninsured residential mortgage loans

100

All other claims such as corporate bonds and less-developed county debt, claims on non-OECD banks

Risk weights off-balance-sheet items

Corporations

50

Other asset categories

See above

Risk weights as a percent of principal for exposures to countries, banks, and corporations under Basel II’s standardized approach

Country

Banks

Corporations

AAA to AA-

0

20

20

A+ to A-

20

50

50

BBB+ to BBB-

50

50

100

BB+ to BB-

100

100

100

B+ to B-

100

100

150

Below B-

150

150

150

Unrated

100

50

100

Chapter 13:Basel 2.5, Basel III, Dodd-Frank

Stressed VaR

Total Capital Charge Basel 2.5

Max (VaRt-1, mc x VaRavg) + max(sVaRt-1, ms x sVaRavg)

mc/ms: multiplicate factors (>3)

Chapter 14: VaR: Historic Simulation approach

[pic 84]

Accuracy

[pic 85]

n: # of observations

q: q-percentile

f(x):

Weighting

[pic 86]

Volatility updating

[pic 87]

Extreme Value Theory

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