Partial hedging in credit markets with structured derivatives: a quantitative approach using put options

This study develops a novel method for mitigating credit risk through the use of structured derivatives, focusing in particular on the use of European put options as a strategic hedging tool. Inspired by the work of Merton (1974), our approach introduces the concept of default triggered by the stock...

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Main Author: Constantin Siggelkow
Format: Article
Language:English
Published: Emerald Publishing 2024-11-01
Series:Seonmul yeongu
Subjects:
Online Access:https://www.emerald.com/insight/content/doi/10.1108/JDQS-06-2024-0019/full/pdf
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author Constantin Siggelkow
author_facet Constantin Siggelkow
author_sort Constantin Siggelkow
collection DOAJ
description This study develops a novel method for mitigating credit risk through the use of structured derivatives, focusing in particular on the use of European put options as a strategic hedging tool. Inspired by the work of Merton (1974), our approach introduces the concept of default triggered by the stock price ST breaching a predefined barrier B. By establishing a distributional equivalence between an existing default model and P(ST<B) for a given time T, we demonstrate the potential for reducing the necessary capital allocation for a projected loss X(T) by partially hedging with a European put option. We formulate and solve an optimization problem w.r.t. a specific risk measure to determine the optimal strike price for the option, and our numerical analysis confirms a reduction in the Solvency Capital Requirement (SCR) in markets with and without jumps. Our findings provide (insurance) companies with a pragmatic approach to mitigating losses while maintaining their current risk management framework.
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spelling doaj-art-e502b8030c7b43338c602f5cd6f160b62024-11-20T05:40:54ZengEmerald PublishingSeonmul yeongu1229-988X2713-66472024-11-0132428632210.1108/JDQS-06-2024-0019Partial hedging in credit markets with structured derivatives: a quantitative approach using put optionsConstantin Siggelkow0Chair of Mathematical Finance, TUM, Munich, GermanyThis study develops a novel method for mitigating credit risk through the use of structured derivatives, focusing in particular on the use of European put options as a strategic hedging tool. Inspired by the work of Merton (1974), our approach introduces the concept of default triggered by the stock price ST breaching a predefined barrier B. By establishing a distributional equivalence between an existing default model and P(ST<B) for a given time T, we demonstrate the potential for reducing the necessary capital allocation for a projected loss X(T) by partially hedging with a European put option. We formulate and solve an optimization problem w.r.t. a specific risk measure to determine the optimal strike price for the option, and our numerical analysis confirms a reduction in the Solvency Capital Requirement (SCR) in markets with and without jumps. Our findings provide (insurance) companies with a pragmatic approach to mitigating losses while maintaining their current risk management framework.https://www.emerald.com/insight/content/doi/10.1108/JDQS-06-2024-0019/full/pdfCredit risk managementEquity derivativesPartial hedging strategiesSCR reductionDistance to defaultConnection of debt and equity
spellingShingle Constantin Siggelkow
Partial hedging in credit markets with structured derivatives: a quantitative approach using put options
Seonmul yeongu
Credit risk management
Equity derivatives
Partial hedging strategies
SCR reduction
Distance to default
Connection of debt and equity
title Partial hedging in credit markets with structured derivatives: a quantitative approach using put options
title_full Partial hedging in credit markets with structured derivatives: a quantitative approach using put options
title_fullStr Partial hedging in credit markets with structured derivatives: a quantitative approach using put options
title_full_unstemmed Partial hedging in credit markets with structured derivatives: a quantitative approach using put options
title_short Partial hedging in credit markets with structured derivatives: a quantitative approach using put options
title_sort partial hedging in credit markets with structured derivatives a quantitative approach using put options
topic Credit risk management
Equity derivatives
Partial hedging strategies
SCR reduction
Distance to default
Connection of debt and equity
url https://www.emerald.com/insight/content/doi/10.1108/JDQS-06-2024-0019/full/pdf
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