Due to high interest in the various aspects of Basel III implementation among our members I would like to start a series of discussion threads on this important topic. I encourage members to share their opinion, exchange materials such as presentations, white papers, research papers and similar (within the boundaries of the copyright protection and other laws of course).
 
I would like to start with the Basel III requirements on Liquidity Risk management because Capital and liquidity requirements are stringent, with new ratios being introduced and governance processes refined.

I look forward to having  fruitful discussions on following topics:

* effects of Basel III implementation and how to minimize the impact
* new requirements on Liquidity and capital requirements in Basel III
* the Liquidity coverage ratio and the Net Stable Funding
* restructuring and redesigning banking systems to meet the requirements
* impact the Basel III requirements on a bank's credit rating and how to develop effective lending strategies
* stress testing and cash outflows simulations 

and more.

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Replies

  • Boris,

    Greetings. Timely & apt topics. In the context of emerging economies that have been included in the G 20, I am sure one of the considerations will be, how do we manage to speed up implementation of Basel II advanced approaches, while we start implementing the Basel III. Basel III seems to assume that banks would have sufficient exposure & experience with Basel II when implementing the capital cushion - Buffers including procyclical capital buffer. While there is indeed specific mention about the banks under Standardised Approach and IMM/IMA, to my mind, laggards in the implementation of Basel II are still grappling with implementing even standardised approaches, given the national discretion needs to be spelt out by the national regulator. In some parts of the globe, the 1996 market risk amendment is yet to be fully implemented for local banks. This potentially neutralises the level playing field for domestic banks.

    Incidentally, the portfolio of Level 1 & Level 2 assets constituting a substantial portion of high-quality liquidity assets are also low with scarcity of marketability for illiquid dated Government Securities, treated as benchmarks in the debt market.

    Obviously these challenges need to time to overcome as the issue of legal & market reforms / development require priority in these jurisdications.

    Given that BCBS has been continuously endeavouring to refine the capital standards to make them effective and forward looking by improving performance, risk and capital management strategies despite periodic setbacks one may expect to see the stabilization of implementation of the standards in the 8 year time frame set for Basel III implementation.

    It will be interesting to see how the Leverage Ratio shapes up across geographies as prescribed in the Basel III.

    Regards,
    Seshadri
    http://implementation.It/
  • Does anyone already have experience with Basel III?
  • Very good ideea
  • I am very interested in how the liquidity ratios, and in particular the LCR, will impact securities financing businesses (eg repo , total return swaps, securities lending). With positive yield curves, much of that activity is based on lending for terms over a month and funding very short. I would think this will run right into the LCR constraints. I don't think this will wait for LCR coming into effect -- the start of the observation period will pressure more matched funding as dealers mange the optics. This will lower profitability since dealers can no longer "play the curve", raise costs for clients, and reduce liquidity -- although on the flip-side it can reduce interest rate risk embedded in the business. Curious to hear what others think/expect....
  • I will be very keen on this discussion particularly the new proposed LCR and NSFR ratios and its calculations.
  • This is an excellent initiative. I have been looking into Basel papers few times. There are a lot of unclear items for me. They keep revising original document.

     

  • I would be glad to support this initiative
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