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Record W4327653769 · doi:10.21314/jcr.2023.003

Emulating the Standard Initial Margin Model: initial margin forecasting with a stochastic cross-currency basis

2023· article· en· W4327653769 on OpenAlexaboutno aff
Christoph M. Puetter, Stefano Renzitti

Bibliographic record

VenueThe Journal of Credit Risk · 2023
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicSustainable Finance and Green Bonds
Canadian institutionsnot available
Fundersnot available
KeywordsMargin (machine learning)Balance sheetClimate changeCurrencyCredit riskFinancial stabilityBusinessEconomicsClimate change mitigationMonetary economicsFinancial systemFinance

Abstract

fetched live from OpenAlex

A common shortcut for forecasting initial margin requirements and margin valuation adjustments that are aligned with the International Swaps and Derivatives Association’s Standard Initial Margin Model relies on simulating and recalibrating value-at-risk quantiles. Doing so largely avoids costly sensitivity calculations but works only if the relevant risks are appropriately represented in the simulation model. In this paper we highlight the impact of missing cross-currency basis risk factors on estimating initial margin and margin valuation adjustments for instruments with a cross-currency basis sensitivity. We propose a parsimonious, consistent and efficient stochastic cross-currency basis model extension as remedy and provide illustrative examples. The examples cover vanilla interest rate swaps and resetting and non-resetting cross-currency basis swaps in Canadian dollars, euros, Japanese yen and US dollars. In addition to initial margin and margin valuation adjustment, we also compute and compare the impact on residual credit valuation adjustment.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.002
metaresearch head score (Gemma)0.009
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Simulation or modeling · Consensus signal: Simulation or modeling
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.011
Threshold uncertainty score0.022

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0020.009
Meta-epidemiology (narrow)0.0010.000
Meta-epidemiology (broad)0.0010.001
Bibliometrics0.0000.001
Science and technology studies0.0000.001
Scholarly communication0.0010.002
Open science0.0010.001
Research integrity0.0010.002
Insufficient payload (model declined to judge)0.0020.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.058
GPT teacher head0.289
Teacher spread0.231 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designSimulation or modeling
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2023
Admission routes1
Has abstractyes

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