Lunch lecture ING

(Dynamic) hedging of a mortgage portfolio. Investigating margin and value stability

Banks face risks from mortgage prepayments, which can disrupt the level and timing of cash flows. From an earning perspective, a decline in interest rates incentivises borrowers to prepay, thereby reducing the bank’s income as reinvestment occurs at lower rates. Conversely, from a value perspective, higher rates extend mortgage duration, causing value instability. To mitigate this prepayment risk, banks employ hedging strategies.

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