Question #97
Reading: Reading 31 Valuation of Contingent Claims
PDF File: Reading 31 Valuation of Contingent Claims.pdf
Page: 46
Status: Unattempted
Correct Answer: B
Part of Context Group: Q97-99
First in Group
Shared Context
Question
An equity swap to hedge the equity risk for Gier would result in a net return on the portfolio of a:
Answer Choices:
A. fixed rate of 4.5% for the year
B. variable rate based on the total return of QJX stock
C. fixed rate of 1.5% per quarter
Explanation
To offset the equity risk, Gier would pay a variable rate based on the total return of QJX
and receive a fixed rate. The quoted rate is an annualized rate and since the swap is for
three quarters or nine months, the full 6.0% will not be realized. The 6.0% annualized rate
is equivalent to 1.5% per quarter. Any return on the portfolio would be passed on to the
swap counterparty and Gier will be immune to equity market movements.