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MVA Transfer Pricing

Bibliographic record. Follow the original-source link for the publication.

Field Value
Primary domain Microstructure
Other domains Execution Costs
Methods
Facets
Authors Wujiang Lou
Published 2015-12-23
Source arXiv Quantitative Finance History
Identifiers arxiv:1512.07337
URL Open original source

Editorial synthesis

Why it matters

The study incorporates initial-margin funding costs into all-in OTC derivatives pricing and examines how MVA may transfer those costs between counterparties. (abstract:S1, abstract:S2, abstract:S3, abstract:S4)

Main author claims

  • The authors treat both exogenous and endogenously approximated initial margin, defining MVA from the discounted expected margin profile in the first case and deriving a PDE-based fair value decomposable into CVA, FVA, and MVA in the second. (abstract:S1, abstract:S2)
  • The authors claim that MVA can be transferred on uncollateralized customer trades through an extension of liability-side pricing, while covered trades require a bid-ask spread to transfer funding costs. (abstract:S3, abstract:S4)
  • The authors connect the framework to ISDA SIMM equity, commodity, and FX risks and use swap and equity-portfolio examples to propose MVA as a plausible contributor to recent CME-LCH basis widening. (abstract:S5, abstract:S6, abstract:S7)

Data, method, or discussion scope

The abstract covers exogenous and endogenous IM pricing, liability-side transfer, a SIMM calibration link, and numerical examples for swaps and equity portfolios. (abstract:S1, abstract:S2, abstract:S3, abstract:S4, abstract:S5, abstract:S6, abstract:S7)

Main limitations

The CME-LCH basis explanation is framed as a plausible attribution rather than a causal identification, and numerical examples alone do not establish robustness across products or live portfolios. (abstract:S6, abstract:S7)

Relationships

  • None recorded.