ISDA®    
INTERNATIONAL SWAPS AND DERIVATIVES ASSOCIATION

NEWS RELEASE

For Immediate Release Wednesday, March 31, 2004

For More Information, Please Contact:

ISDA AGM Press Room, The Fairmont Chicago (312) 565-7961

Louise Marshall, ISDA New York, (212) 901-6000; lmarshall@isda.org

 

ISDA STUDY EXAMINES CONCENTRATION OF CREDIT RISK AMONG MAJOR DERIVATIVES DEALERS


Netting and Collateralization Reduce Interdealer Exposure Significantly; Largest Net Credit Risk Exposures Average About 2 Percent


CHICAGO, WEDNESDAY, MARCH 31, 2004 - The International Swaps and Derivatives Association today published an analysis of credit exposure among major derivatives dealers. The report, issued at the Association's Annual General Meeting in Chicago, found that exposures among dealers are reduced to minimal levels after giving effect to netting and collateral. Major findings of the report include:

§         On average, a major dealer's five largest interdealer exposures totaled about two percent of the dealer's entire derivatives exposure after giving effect to netting and collateral. This suggests that dealers actively and adequately control their counterparty exposures through the use of netting and collateral.

§         For the largest dealers, use of collateral reduces interdealer counterparty exposures to less than 10 percent of the original exposure. For a wider sample of dealers, use of collateral reduces interdealer counterparty exposures to less than 20 percent of the original exposure.

§         Among major dealers, credit exposure to their top five counterparties before collateral averaged 15 percent of their total counterparty exposure. After giving effect to collateral agreements in place, these exposures were reduced to one percent.

§         For the largest dealers, ISDA Credit Support Annex coverage of interdealer exposures is virtually complete. For a wider sample of dealers, coverage is about 90 percent. Before a dealer can require collateral on its counterparty exposure, the ISDA Master Agreement in place must include a Credit Support Annex.


The study focused primarily on the risk reducing effects of collateralization, which is in addition to the benefits firms receive through netting of counterparty transactions. Based on recent BIS numbers, netting reduces gross credit exposure by approximately 75 percent.
                                             

"The subject of counterparty risk is of great interest to ISDA - in fact, concern with counterparty risk and its mitigation was one of the primary factors leading to ISDA's establishment and the development of the ISDA Master Agreement," said Robert Pickel, Executive Director and CEO of ISDA. "The strengthening of credit risk mitigation measures, such as netting and collateralization, have been integral to the development of the ISDA Master Agreement."

"We undertook this study as part of our mission to educate and inform policymakers, industry observers and others on the current efforts of market participants to use risk mitigation tools to reduce their largest exposures," said Dr. David Mengle, Head of Research for ISDA. "Our findings show that the largest dealers have successfully reduced their counterparty credit exposure through the use of ISDA documentation."

In conducting its analysis, ISDA polled its Board member firms to determine the extent of counterparty credit exposure among major derivatives dealers. A questionnaire was distributed among Board members, with an assurance that all individual firm data would be treated as confidential and that only aggregate results would be shared. Eighteen firms responded, including nine of the ten largest dealers by notional amounts outstanding. The full report is available at www.isda.org.

About ISDA
ISDA is the global trade association representing leading participants in the privately negotiated derivatives industry. ISDA was chartered in 1985, and today has more than 600 member institutions from 46 countries on six continents. These members include most of the world's major institutions that deal in privately negotiated derivatives, as well as many of the businesses, governmental entities and other end users that rely on over-the-counter derivatives to manage efficiently the financial market risks inherent in their core economic activities. Information about ISDA and its activities is available on the Association's web site: www.isda.org/.

 

®ISDA is a registered trademark of the International Swaps & Derivatives Association, Inc.




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