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Journal of Banking & Finance Vol. 50 2015

Identifying, valuing and hedging of embedded options in non-maturity deposits

Andreas Blöchlinger1,2

1 University of Zurich · 2 Kantonsschule Zürcher Oberland

Abstract

Non-maturity deposits like savings accounts or demand deposits contain significant option risks caused by the bank’s discretionary pricing and the customers’ withdrawal right. Option risks follow from inherent non-linear factor exposures. I propose an ordinal response model for deposit rate jumps to identify non-linear factor exposures and a discrete-time term structure model to value the resulting option risks and to derive hedge measures “outside the model”. My delta profile resembles a constant maturity swap, but vega and gamma are more pronounced, which demonstrates that the widespread practice of static hedging with zero bonds is inadequate.

DOI
10.1016/j.jbankfin.2014.09.013
Volume
50
Pages
34-51
Language
en
Sources
openalex crossref bibtex:phds-export.bib

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