Monday, November 15, 2010

A few things about CDO

CDO contains many types of risks (not an exhaustive list). Considering a specific tranche,

- Delta risk: If the value of the underlying credit changes by $1, what is the change of value of the tranche? (first-order/linear approximation)

- Convexity risk: Since Delta is a first-order approximation, it fails to capture all the risk when the change in underlying value is large.

- Correlation: Remember, equity tranche is long correlation, while senior tranche is short correlation (why so?).

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