elRiskFactorExposureFull
Last modified in version : -
Purpose : retrieve the risk factor values impacting the valuation of the position
Summary
The elRiskFactorExposureFull function displays the value of each of the risk factor buckets namely - RiskFreeZCBonds, RiskyZCBonds, Underlyings - spot, Underlyings - implied volatility, Cash. The output is more granular than elRiskFactorExposureAggregate. The sum of these values equals 1 which is the normalized valuation of the position’s value. These exposures result from the breakdown that is the equivalent valuation of a position into its risk factors (sources of risk). RiskFreeZCBonds and RiskyZCBonds reflect the interest rate and issuer’s risky rate dependency while underlyings reflect the dependence on the underlyings’ spots and implied volatilities (in the case of options for instance).
Examples
Let’s take the example of the BRC CH0579768547.
=elRiskFactorExposureFull("positions",CH0579768547,1,"CHF")
Below is the raw output of calling the above function. Of course the output can be formated.
In this case, the conclusion is that the main the exposure are the RiskyZCBonds (the issuer) and the CHF Cash component displayed in the screenshot. It is expected as this BRC has experienced no “barrier-event”.
Syntax
elRiskFactorExposureFull(CalculationsLevel, AssetID, Quantity, Currency, ExposureTypes)
Argument name | Default | Description |
---|---|---|
CalculationsLevel | The granularity at which the results should be calculated (individual asset, portfolio). | |
AssetID | Single or multiple asset identifiers (ISIN, FIGI, currency ISO, Edgelab ID). | |
Quantity | Asset quantities in the same orders as the specified asset ids. | |
Currency | The ISO code of the reference currency for deriving the calculation results. Specify “local” to use the instruments native currency where appropriate. It is mandatory to specify a currency when the granularity is “portfolio”. | |
ExposureTypes (Optional) | Return all types of risk factors | RiskFreeZCBonds, RiskyZCBonds, Underlyings - spot, Underlyings - implied volatility, Cash. |