Publication Type

Journal Article

Version

acceptedVersion

Publication Date

6-2021

Abstract

Time is valuable, particularly in stressed markets. Because central counterparties (CCPs) have become systemically important, we need to understand the dynamics of their exposure toward clearing members at high frequencies. We track such exposure and decompose it, yielding the following insights. The composition of CCP exposure is fundamentally different in the tails. At extreme levels or during rapid increases, there is elevated crowding. This is the result of clearing members all concentrating their positions on a single security or a particular portfolio, which is desirable if motivated by hedging but worrying if due to speculation.

Keywords

Central counterparties (CCPs), crowding risk, market stress

Discipline

Finance and Financial Management

Research Areas

Finance

Publication

Management Science

Volume

67

Issue

6

First Page

3596

Last Page

3617

ISSN

0025-1909

Identifier

10.1287/mnsc.2020.3601

Publisher

Institute for Operations Research and Management Sciences

Copyright Owner and License

Authors

Additional URL

https://doi.org/10.1287/mnsc.2020.3601

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