medium · FRM Part 2 Liquidity & Treasury Risk

A bank calculates its 'Economic Value of Equity' (EVE) sensitivity to a +200 bps parallel rate shock. It identifies that its long-duration fixed-rate mortgage assets are funded by non-maturity deposits (NMDs).

If the bank's modeled deposit 'beta' is 30%, but the actual market beta rises to 70% during the rate hike, what is the impact on EVE?

  1. EVE will increase because the bank earns more interest income.
  2. The increase in beta reduces the effective duration of the liabilities, hedging the assets.
  3. There is no impact on EVE because deposits are carried at amortized cost.
  4. EVE will decline significantly more than predicted.

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