medium · FRM Part 2 Credit Risk

The Basel IRB capital formula (Vasicek model) assumes an 'asymptotically fine-grained portfolio'.

What is the primary implication of this assumption?

  1. Systematic risk is completely diversified away by the portfolio, leaving only idiosyncratic risk exposure.
  2. Correlation between individual obligors within the portfolio is assumed to be exactly zero for capital purposes.
  3. The aggregate loss distribution of the portfolio is assumed to follow a standard normal distribution, not a skewed one.
  4. Capital charges are portfolio-invariant, meaning the charge for a loan depends only on its own risk characteristics.

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