2013 FRM Calendar

Static valuation [market]

17 Dec 2010   by Suzanne Evans

AIM: Describe how static valuation of mortgage backed securities differs from dynamic valuation.

  • Static valuation results in two metrics
    • Average life: weighted average time to receipt of principal payments
    • Static Spread: the yield spread over the entire theoretical Treasury spot-rate curve, not a single point on the Treasury yield curve.
  • Dynamic valuation uses a (Monte Carlo) simulation to generate an option-adjusted spread (OAS)

Risk (FRM) > Market Risk

Exam Relevance: Optional,

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