Portfolio Credit Risk and the Vasicek Single-Factor Model

Free GARP FRM Part II lesson in Credit Risk Measurement and Management. 20 min read, ~2,957 words.

Default correlation drives portfolio UL above the independence benchmark; the asset-return correlation ρ from the single-factor model is much higher than the resulting default correlation. Basel IRB asset correlation is regulator-set at 0.12 to 0.24 by borrower type, while default correlations run only 0.02 to 0.10 for investment grade. Single-factor...

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