Basel ii Accord Sections 147 to 155

(ii) The comprehensive approach
Calculation of capital requirement
 
147. For a collateralised transaction, the exposure amount after risk mitigation is
calculated as follows:
 
E* = max {0, [E x (1 + He) – C x (1 – Hc – Hfx)]}
 
where:
 
E* = the exposure value after risk mitigation
 
E = current value of the exposure
 
He = haircut appropriate to the exposure
 
C = the current value of the collateral received
 
Hc = haircut appropriate to the collateral
 
Hfx = haircut appropriate for currency mismatch between the collateral and
exposure
 
148. The exposure amount after risk mitigation will be multiplied by the risk weight of the
counterparty to obtain the risk-weighted asset amount for the collateralised transaction.
 
149. The treatment for transactions where there is a mismatch between the maturity of
the counterparty exposure and the collateral is given in paragraphs 202 to 205.
 
150. Where the collateral is a basket of assets, the haircut on the basket will be
H= ΣaiHi, where ai is the weight of the asset (as measured by units of currency) in the
basket and Hi the haircut applicable to that asset.
 
Standard supervisory haircuts
 
151. These are the standard supervisory haircuts (assuming daily mark-to-market, daily
remargining and a 10-business day holding period), expressed as percentages:
 
 
(45) Includes PSEs which are treated as sovereigns by the national supervisor.
 
(46) Multilateral development banks receiving a 0% risk weight will be treated as sovereigns.
 
(47) Includes PSEs which are not treated as sovereigns by the national supervisor.
 
(48) Eligible cash collateral specified in paragraph 145 (a).
 
152. The standard supervisory haircut for currency risk where exposure and collateral are
denominated in different currencies is 8% (also based on a 10-business day holding period
and daily mark-to-market)
 
153. For transactions in which the bank lends non-eligible instruments (e.g. noninvestment
grade corporate debt securities), the haircut to be applied on the exposure should be the same as the one for equity traded on a recognised exchange that is not part of a main
index.
 
Own estimates for haircuts
 
154. Supervisors may permit banks to calculate haircuts using their own internal
estimates of market price volatility and foreign exchange volatility. Permission to do so will be conditional on the satisfaction of minimum qualitative and quantitative standards stated in
paragraphs 156 to 165.
 
When debt securities are rated BBB-/A-3 or higher, supervisors may allow banks to calculate a volatility estimate for each category of security. In determining relevant categories, institutions must take into account (a) the type of issuer of the security,
(b) its rating, (c) its residual maturity, and (d) its modified duration.
 
Volatility estimates must be representative of the securities actually included in the category for that bank. For debt securities rated below BBB-/A-3 or for equities eligible as collateral (lightly shaded boxes in  the above table), the haircuts must be calculated for each individual security.
 
155. Banks must estimate the volatility of the collateral instrument or foreign exchange
mismatch individually: estimated volatilities for each transaction must not take into account
the correlations between unsecured exposure, collateral and exchange rates (see
paragraphs 202 to 205 for the approach to maturity mismatches).
  
 

 

 

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