Basis Risk

Risk Management

Turkish: Baz Riski

Short definition

Basis risk is the hedge instrument and the hedged item not moving one-for-one in opposite directions. Tenor, grade, pair or fixing mismatch leaves an open amount under “we are hedged”.

Detailed explanation

Examples: a TLREF swap versus the loan formula, a Brent hedge versus the actual product, EUR invoices versus USD debt, mismatched tenors. If correlation is not 1, residual openness grows in the stress year.

Hedge-accounting effectiveness tests put a number on basis; economically the 13-week cash still misses.

Why it matters for the CFO

A wrongly fixed IRS can show a swap loss while the loan rate has not fallen.

How to read it

Basis = physical/loan price − hedge price. Volatile basis makes a 100 hedge ratio meaningless.

Related calculators

Güven Sayılgan’s writing on this topic

Read these first

What to learn next

  1. Hedging
  2. Interest Rate Swap (IRS)
  3. Futures
  4. Reference Rate
  5. FX Risk

Definitions are educational. They are not investment, credit or tax advice.