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Results for “fund” · papers 18 · wiki 36
Academic Papers · 18arXiv q-fin live 8 · desk corpus 208
arXiv · arXiv · 2012

Funding Liquidity, Debt Tenor Structure, and Creditor's Belief: An Exogenous Dynamic Debt Run Model

We propose a unified structural credit risk model incorporating both insolvency and illiquidity risks, in order to investigate how a firm's default probability depends on the liquidity risk associated with its financing structure. We assume the firm finances its risky assets by mainly issuing short- and long-term debt. Short-term debt can have either a discrete or a more realistic staggered tenor structure. At rollov

Gechun Liang, Eva Lütkebohmert, Wei Wei
arXiv · arXiv q-fin · 2025

Do Mutual Funds Make Active and Skilled Liquidity Choices in Portfolio Management? Evidence from India

This study examines active liquidity management by Indian open-ended equity mutual funds. We find that fund managers respond to inflows by increasing cash holdings, which are later used to purchase less-liquid stocks at favourable valuations. Funds with less liquid portfolios tend to maintain larger cash reserves to manage flows. Funds that make active liquidity choices yield statistically and economically significan

Pankaj K Agarwal, H K Pradhan, Konark Saxena
arXiv · arXiv q-fin · 2020

DeFi Protocols for Loanable Funds: Interest Rates, Liquidity and Market Efficiency

We coin the term *Protocols for Loanable Funds (PLFs)* to refer to protocols which establish distributed ledger-based markets for loanable funds. PLFs are emerging as one of the main applications within Decentralized Finance (DeFi), and use smart contract code to facilitate the intermediation of loanable funds. In doing so, these protocols allow agents to borrow and save programmatically. Within these protocols, inte

Lewis Gudgeon, Sam M. Werner, Daniel Perez, William J. Knottenbelt
arXiv · arXiv · 2016

Funding, repo and credit inclusive valuation as modified option pricing

We take the holistic approach of computing an OTC claim value that incorporates credit and funding liquidity risks and their interplays, instead of forcing individual price adjustments: CVA, DVA, FVA, KVA. The resulting nonlinear mathematical problem features semilinear PDEs and FBSDEs. We show that for the benchmark vulnerable claim there is an analytical solution, and we express it in terms of the Black-Scholes for

Damiano Brigo, Cristin Buescu, Marek Rutkowski
arXiv · arXiv q-fin · 2025

Market-Implied Sustainability: Insights from Funds' Portfolio Holdings

In this work we propose a framework to construct Market-Implied Sustainability (MIS) scores for individual firms by exploiting fund-level sustainability classifications and granular portfolio holdings. The central idea is that the relative over/under-representation of a stock in sustainability-oriented funds reveals a market-based assessment of its sustainability profile. We implement the methodology in the European

Rosella Giacometti, Gabriele Torri, Marco Bonomelli, Davide Lauria
arXiv · arXiv q-fin · 2023

Construct sparse portfolio with mutual fund's favourite stocks in China A share market

Unlike developed market, some emerging markets are dominated by retail and unprofessional trading. China A share market is a good and fitting example in last 20 years. Meanwhile, lots of research show professional investor in China A share market continuously generate excess return compare with total market index. Specifically, this excess return mostly come from stock selectivity ability instead of market timing. Ho

Ke Zhang
OpenAlex · Review of Financial Studies · 2008 · cites 5059

Market Liquidity and Funding Liquidity

We provide a model that links an asset's market liquidity (i.e., the ease with which it is traded) and traders' funding liquidity (i.e., the ease with which they can obtain funding). Traders provide market liquidity, and their ability to do so depends on their availability of funding. Conversely, traders' funding, i.e., their capital and margin requirements, depends on the assets' market liquidity. We show that, unde

Markus K. Brunnermeier, Lasse Heje Pedersen
OpenAlex · Review of Financial Studies · 2022 · cites 210

Mutual Fund Liquidity Transformation and Reverse Flight to Liquidity

Abstract We identify fixed-income mutual funds as an important contributor to the unusually high selling pressure in liquid asset markets during the COVID-19 crisis. We show that mutual funds experienced pronounced investor outflows amplified by their liquidity transformation. In meeting redemptions, funds followed a pecking order by first selling their liquid assets, including Treasuries and high-quality corporate b

Yiming Ma, Kairong Xiao, Yao Zeng
arXiv · arXiv · 2026

Herding and Liquidity in Order-Book Markets. II. Fundamental Anchoring and the Resilience of Liquidity

An order-book market whose liquidity provision is anchored to a fundamental value carries a restoring force: the price mean-reverts to value and the book refills after a shock. We show this restoring force is a robust intrinsic stabiliser and identify it causally-dialling the anchor down removes the mean-reversion, and a leverage-driven fire-sale then self-sustains. Separately, we ask whether a stressed market transm

Jan Novotny
arXiv · arXiv · 2026

Replication-Consistent Liquidity Forecasting for Derivatives -- Forward Funding Sensitivities and a Liquidity Valuation Adjustment for Settlement Lags

We study cash-flow forecasting for derivatives used in liquidity management and clarify its relation to risk-neutral valuation and replication. While it is well known that expectations under different measures (e.g., $\mathbb{P}$ vs. $\mathbb{Q}$) can yield different undiscounted cash-flows, further inconsistencies arise when payment times are stochastic. We show that using discounting sensitivities (funding-curve he

Christian P. Fries
arXiv · arXiv · 2024

PolyModel for Hedge Funds' Portfolio Construction Using Machine Learning

The domain of hedge fund investments is undergoing significant transformation, influenced by the rapid expansion of data availability and the advancement of analytical technologies. This study explores the enhancement of hedge fund investment performance through the integration of machine learning techniques, the application of PolyModel feature selection, and the analysis of fund size. We address three critical ques

Siqiao Zhao, Dan Wang, Raphael Douady
arXiv · arXiv · 2023

The fundamental theorem of asset pricing with and without transaction costs

We prove a version of the fundamental theorem of asset pricing (FTAP) in continuous time that is based on the strict no-arbitrage condition and that is applicable to both frictionless markets and markets with proportional transaction costs. We consider a market with a single risky asset whose ask price process is higher than or equal to its bid price process. Neither the concatenation property of the set of wealth pr

Christoph Kühn
arXiv · arXiv · 2022

The credit spread curve. I: Fundamental concepts, fitting, par-adjusted spread, and expected return

The notion of a credit spread curve is fundamental in fixed income investing, but in practice it is not `given' and needs to be constructed from bond prices either for a particular issuer, or for a sector rating-by-rating. Rather than attempting to fit spreads -- and as we discuss here, the Z-spread is unsuitable -- we fit parametrised survival curves. By deriving a valuation formula for a risky bond, we explain and

Richard J. Martin
arXiv · arXiv · 2020

Price of liquidity in the reinsurance of fund returns

This paper aims to extend downside protection to a hedge fund investment portfolio based on shared loss fee structures that have become increasing popular in the market. In particular, we consider a second tranche and suggest the purchase of an upfront reinsurance contract for any losses on the fund beyond the threshold covered by the first tranche, i.e. gaining full portfolio protection. We identify a fund's underly

David Saunders, Luis Seco, Markus Senn
arXiv · arXiv · 2017

A fundamental theorem of asset pricing for continuous time large financial markets in a two filtration setting

We present a version of the fundamental theorem of asset pricing (FTAP) for continuous time large financial markets with two filtrations in an $L^p$-setting for $ 1 \leq p < \infty$. This extends the results of Yuri Kabanov and Christophe Stricker \cite{KS:06} to continuous time and to a large financial market setting, however, still preserving the simplicity of the discrete time setting. On the other hand it general

Christa Cuchiero, Irene Klein, Josef Teichmann
arXiv · arXiv · 2014

A new perspective on the fundamental theorem of asset pricing for large financial markets

In the context of large financial markets we formulate the notion of \emph{no asymptotic free lunch with vanishing risk} (NAFLVR), under which we can prove a version of the fundamental theorem of asset pricing (FTAP) in markets with an (even uncountably) infinite number of assets, as it is for instance the case in bond markets. We work in the general setting of admissible portfolio wealth processes as laid down by Y.

Christa Cuchiero, Irene Klein, Josef Teichmann
arXiv · arXiv · 2011

Fundamental theorems of asset pricing for piecewise semimartingales of stochastic dimension

The purpose of this paper is two-fold. First is to extend the notions of an n-dimensional semimartingale and its stochastic integral to a piecewise semimartingale of stochastic dimension. The properties of the former carry over largely intact to the latter, avoiding some of the pitfalls of infinite-dimensional stochastic integration. Second is to extend two fundamental theorems of asset pricing (FTAPs): the equivalen

Winslow Strong
arXiv · arXiv · 2011

Counterparty Risk FAQ: Credit VaR, PFE, CVA, DVA, Closeout, Netting, Collateral, Re-hypothecation, WWR, Basel, Funding, CCDS and Margin Lending

We present a dialogue on Counterparty Credit Risk touching on Credit Value at Risk (Credit VaR), Potential Future Exposure (PFE), Expected Exposure (EE), Expected Positive Exposure (EPE), Credit Valuation Adjustment (CVA), Debit Valuation Adjustment (DVA), DVA Hedging, Closeout conventions, Netting clauses, Collateral modeling, Gap Risk, Re-hypothecation, Wrong Way Risk, Basel III, inclusion of Funding costs, First t

Damiano Brigo
Wiki Entities · 36
Banking

Deposit Outflow Rate

Deposit outflow rate measures the pace at which deposits leave the banking system or individual banks, helping assess funding stability and confidence.

Banking

Lender of Last Resort

The lender of last resort is the central bank standing ready to fund solvent-but-illiquid banks against collateral — Bagehot’s rule, with politics.

Banking

Net Stable Funding Ratio

Net Stable Funding Ratio — Stable funding versus long-term assets — constrains maturity transformation.

Banking

Too Big to Fail

Too big to fail is the expectation that a firm’s collapse would force a public rescue — a subsidy in funding spreads and a policy problem.

Credit

Funding Valuation Adjustment

Funding Valuation Adjustment — Funding cost adjustment in uncollateralized derivative books.

Crypto

Crypto Perpetual Funding Rate

Crypto Perpetual Funding Rate — Periodic payment between longs and shorts that anchors perp to spot.

CTA

Crypto Futures CTA

Trend and carry on BTC/ETH (and maybe a few alts) using listed or crypto-native perps — a young sleeve with 24/7 gaps and funding.

CTA

CTA Fund of Funds

A CTA FoF allocates across managed-futures programs — usually via managed accounts — to mix speeds, styles, and managers.

CTA

CTA Managed Account

Client money in a futures account the CTA trades by POA — transparency, better liquidation, and operational work versus a commingled fund.

CTA

Quantamental / Fundamental-Overlay CTA

A price-based engine with a fundamental veto or tilt — inventories, COT, positioning, or nowcasts that can cut or flip a trend.

CTA

Systematic Macro CTA

A CTA that trades futures on economic data, not only price — growth, inflation, positioning, and nowcasts as the signal set.

Desk Slang

General Collateral

General collateral (GC) is repo against a basket of acceptable Treasuries (or other eligible bonds) rather than a specific CUSIP — the opposite of specials.

Desk Slang

Short Covering

Short covering is buying to close a short — a rally driven by the short base shrinking, not by new longs arriving with a fundamental bid.

Equity

Exchange-Traded Fund

An ETF is a listed fund that trades like a stock and (usually) creates/redeems in kind so the market price can hug NAV.

Equity

Index Fund

An index fund holds a rules-based basket to match a published index — a bet that average ownership, cheaply, wins on fees.

Equity

Mutual Fund

A mutual fund is an open-end vehicle that deals at end-of-day NAV — no intra-day book, and redemptions can force sales.

Equity

Net Asset Value

NAV is the fund’s assets minus liabilities, per share — the accounting price at which open-end vehicles deal.

Financial Crises

Lehman Weekend 2008

Lehman weekend (13–15 September 2008) was the disorderly failure of a primary dealer — the moment a housing/credit crunch became a global run on counterparties and money funds.

Financial Crises

Madoff 2008

Bernie Madoff’s 2008 confession revealed a decades-long Ponzi whose redemption run arrived when the GFC made people ask for cash — fraud that needed a crash to be discovered, not a crash caused by the fraud.

Financial Crises

UK LDI Gilt Crisis 2022

September 2022’s UK gilt crash was a liability-driven-investment margin spiral: leveraged duration in pension LDI funds met a fiscal shock and forced gilt sales until the BoE bought the market.

Fixed Income

Asset Swap Spread

Asset Swap Spread — Spread between bond yield and floating leg, linking credit and funding markets.

Fixed Income

CDS Basis Trade

CDS Basis Trade — Arbitrage between cash bonds and CDS contracts revealing funding and counterparty frictions.

FX

Carry Trade FX

Carry Trade FX — Funding low-yield currencies to invest in high-yielders — pro-cyclical and crash-prone.

Liquidity

Bank Term Funding Program Usage

BTFP usage tracks how much funding banks obtain through the Bank Term Funding Program, offering insight into balance-sheet stress and demand for official liquidity backstops.

Liquidity

Commercial Paper Spread

Commercial paper spreads track the cost of short-term corporate borrowing relative to safer benchmarks and help identify stress in corporate funding markets.

Liquidity

Discount Window Borrowing

Discount Window borrowing measures bank use of Federal Reserve emergency liquidity and serves as a signal of funding pressure and banking-sector strain.

Liquidity

FRA-OIS Spread

FRA-OIS spread measures the difference between interbank funding expectations and overnight indexed swap rates, often used as a gauge of banking and short-term funding stress.

Liquidity

Funding Liquidity Spiral

Funding Liquidity Spiral — Asset-market illiquidity and funding stress reinforcing each other.

Liquidity

LIBOR-OIS Spread

LIBOR-OIS spread tracks the gap between unsecured bank funding rates and overnight indexed swap rates, historically serving as a benchmark for banking-system stress.

Liquidity

Money Market Fund Assets

Money market fund assets track the amount of cash parked in short-term low-risk vehicles, providing insight into liquidity preference, deposit substitution, and defensive positioning.

Liquidity

SOFR

SOFR is the Secured Overnight Financing Rate, a key benchmark for U.S. dollar funding based on overnight Treasury repo transactions.

Liquidity

TED Spread

TED Spread measures the difference between interbank lending rates and short-term U.S. government bill yields, historically used as a gauge of credit and funding stress.

Liquidity

USD/JPY Cross-Currency Basis

USD/JPY cross-currency basis measures the extra cost of obtaining dollars through FX swap markets and is a key indicator of offshore dollar funding stress.

Macro Policy

Cross-Currency Basis

Funding stress signal derived from FX swap pricing distortions and balance sheet constraints.

Macro Policy

Federal Funds Rate

Federal Funds Rate — The effective overnight policy rate anchor that transmits through the entire USD funding stack and global risk appetite.

Macro Policy

Federal Open Market Committee

The FOMC is the Fed body that sets the funds-rate target and the balance-sheet stance — the US rates committee.

Option Blackboard · 0
No Option Blackboard entries matched.
Encyclopedia · 24
Fixed Income · Foundations

Asset Swap Spread

Asset Swap Spread — Spread between bond yield and floating leg, linking credit and funding markets.

Rates · Foundations

Bank Term Funding Program Legacy

Bank Term Funding Program Legacy — Crisis facility allowing par advances against securities.

Liquidity · Foundations

Bank Term Funding Program Usage

BTFP usage tracks how much funding banks obtain through the Bank Term Funding Program, offering insight into balance-sheet stress and demand for official liquidity backstops.

FX · Foundations

Carry Trade FX

Carry Trade FX — Funding low-yield currencies to invest in high-yielders — pro-cyclical and crash-prone.

Fixed Income · Foundations

CDS Basis Trade

CDS Basis Trade — Arbitrage between cash bonds and CDS contracts revealing funding and counterparty frictions.

Strategies · Foundations

Closed-End Fund Discount

Buy closed-end funds at a wide discount to NAV and fade rich premiums — a stubborn retail-structure anomaly.

Liquidity · Foundations

Commercial Paper Spread

Commercial paper spreads track the cost of short-term corporate borrowing relative to safer benchmarks and help identify stress in corporate funding markets.

Strategies · Foundations

Convertible Arbitrage

Long the convertible and short the delta in the stock — harvest cheap implied vol / credit, with funding and squeeze risk.

Macro Policy · Foundations

Cross-Currency Basis

Funding stress signal derived from FX swap pricing distortions and balance sheet constraints.

CTA · Foundations

Crypto Futures CTA

Trend and carry on BTC/ETH (and maybe a few alts) using listed or crypto-native perps — a young sleeve with 24/7 gaps and funding.

Crypto · Foundations

Crypto Perpetual Funding Rate

Crypto Perpetual Funding Rate — Periodic payment between longs and shorts that anchors perp to spot.

CTA · Foundations

CTA Fund of Funds

A CTA FoF allocates across managed-futures programs — usually via managed accounts — to mix speeds, styles, and managers.

CTA · Foundations

CTA Managed Account

Client money in a futures account the CTA trades by POA — transparency, better liquidation, and operational work versus a commingled fund.

Banking · Foundations

Deposit Outflow Rate

Deposit outflow rate measures the pace at which deposits leave the banking system or individual banks, helping assess funding stability and confidence.

Liquidity · Foundations

Discount Window Borrowing

Discount Window borrowing measures bank use of Federal Reserve emergency liquidity and serves as a signal of funding pressure and banking-sector strain.

Equity · Foundations

Exchange-Traded Fund

An ETF is a listed fund that trades like a stock and (usually) creates/redeems in kind so the market price can hug NAV.

Quant · Foundations

Expense Ratio

The expense ratio is annual fund costs as a percent of AUM — the fee drag you pay whether the manager is right or not.

Macro Policy · Foundations

Federal Funds Rate

Federal Funds Rate — The effective overnight policy rate anchor that transmits through the entire USD funding stack and global risk appetite.

Macro Policy · Foundations

Federal Open Market Committee

The FOMC is the Fed body that sets the funds-rate target and the balance-sheet stance — the US rates committee.

Liquidity · Foundations

FRA-OIS Spread

FRA-OIS spread measures the difference between interbank funding expectations and overnight indexed swap rates, often used as a gauge of banking and short-term funding stress.

Liquidity · Foundations

Funding Liquidity Spiral

Funding Liquidity Spiral — Asset-market illiquidity and funding stress reinforcing each other.

Credit · Foundations

Funding Valuation Adjustment

Funding Valuation Adjustment — Funding cost adjustment in uncollateralized derivative books.

Quant · Foundations

Hedge Fund

A hedge fund is a lightly constrained private pool that can short, lever, and charge performance fees — a legal wrapper, not a strategy.

Equity · Foundations

Index Fund

An index fund holds a rules-based basket to match a published index — a bet that average ownership, cheaply, wins on fees.

Cards · 2
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