medium · FRM Part 2 Liquidity & Treasury Risk

A bank utilizes a 'Funds Transfer Pricing' (FTP) system to manage its interest rate and liquidity risks.

If the Treasury desk charges a lending unit a 'matched-maturity' rate of 4.50% for a 5-year fixed loan, but the overnight funding rate is 2.50%, what is the primary purpose of this 200 bp spread in the FTP framework?

  1. To reflect the equity risk premium and cost-of-capital hurdle rate required by the bank's shareholders when pricing the loan.
  2. To provide the lending unit with a funding subsidy so it can compete more aggressively for volume in a tight, rate-sensitive credit market.
  3. To remove the 'free' maturity transformation profit from the lending unit and centralize the interest rate risk in Treasury.
  4. To account for the expected credit loss (EL) of the borrower over the full life of the loan facility.

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