Self-Regulatory Organizations; LCH SA; Order Approving Proposed Rule Changes To Add Rules Related to the Clearing of Options on Index Credit Default Swaps, 55905-55912 [2017-25354]
Download as PDF
Federal Register / Vol. 82, No. 225 / Friday, November 24, 2017 / Notices
Quotation and last-sale information
regarding the Units will be disseminated
through the facilities of the
Consolidated Tape Association. The IIV
will be widely disseminated on a per
Unit basis every 15 seconds during the
NYSE Arca Core Trading Session by one
or more major market data vendors. In
addition, the IIV will be available
through on-line information services.
The Exchange represents that the
Exchange may halt trading during the
day in which an interruption to the
dissemination of the IIV occurs. If the
interruption to the dissemination of the
IIV persists past the trading day in
which it occurred, the Exchange will
halt trading no later than the beginning
of the trading day following the
interruption. In addition, if the
Exchange becomes aware that the NAV
with respect to the Units is not
disseminated to all market participants
at the same time, it will halt trading in
the Units until such time as the NAV is
available to all market participants. The
NAV per Unit will be calculated daily
and made available to all market
participants at the same time. One or
more major market data vendors will
disseminate for the Trust on a daily
basis information with respect to the
recent NAV per Unit and Units
outstanding.
The proposed rule change is designed
to perfect the mechanism of a free and
open market and, in general, to protect
investors and the public interest in that
it will facilitate the listing and trading
of an additional type of exchange-traded
product that will enhance competition
among market participants, to the
benefit of investors and the marketplace.
As noted above, the Exchange has in
place surveillance procedures relating to
trading in the Units and may obtain
information via ISG from other
exchanges that are members of ISG or
with which the Exchange has entered
into a CSSA. In addition, as noted
above, investors will have ready access
to information regarding gold and silver
pricing and gold and silver futures
information.
sradovich on DSK3GMQ082PROD with NOTICES
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Exchange Act.
The Exchange believes the proposed
rule change will enhance competition
by accommodating Exchange trading of
an additional exchange-traded product
relating to physical gold and silver.
VerDate Sep<11>2014
18:19 Nov 22, 2017
Jkt 244001
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
(A) By order approve or disapprove
the proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEArca–2017–131 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2017–131. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
PO 00000
Frm 00107
Fmt 4703
Sfmt 4703
55905
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
comment submissions. You should
submit only information that you wish
to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2017–131 and
should be submitted on or before
December 15, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.37
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–25347 Filed 11–22–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–82109; File Nos. SR–LCH
SA–2017–006; SR–LCH SA–2017–007]
Self-Regulatory Organizations; LCH
SA; Order Approving Proposed Rule
Changes To Add Rules Related to the
Clearing of Options on Index Credit
Default Swaps
November 17, 2017.
I. Introduction
On August 1, 2017 and August 18,
2017, Banque Centrale de
Compensation, which conducts
business under the name LCH SA (‘‘LCH
SA’’), filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
proposed rule changes (SR–LCH SA–
2017–007 and SR–LCH SA–2017–006,
respectively) to amend LCH SA’s (1)
CDS Clearing Rule Book (the ‘‘Rule
Book’’); (2) CDS Clearing Supplement
(the ‘‘Clearing Supplement’’); (3) CDS
Clearing Procedures (the ‘‘CDS Clearing
Procedures’’); (4) CDS Dispute
Resolution Protocol (the ‘‘Dispute
Resolution Protocol); (5) Reference
Guide: CDS Margin Framework
37 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\24NON1.SGM
24NON1
55906
Federal Register / Vol. 82, No. 225 / Friday, November 24, 2017 / Notices
(‘‘CDSClear Margin Framework’’); and
(6) CDSClear Default Fund Methodology
(‘‘Default Fund Methodology’’ together
‘‘LCH SA Rules’’)) in order to permit
LCH SA to clear options on index credit
default swaps (‘‘CDS Options’’).3 The
proposed rule changes were published
in the Federal Register on August 21,
2017 and August 31, 2017.4 On October
4, 2017, the Commission extended the
time period in which to approve,
disapprove, or institute proceedings to
determine whether to disapprove the
proposed rule changes to November 19,
2017 for proposed rule change SR–LCH
SA–2017–007,5 and to November 29,
2017 for proposed rule change SR–LCH
SA–2017–006.6 The Commission
received no comment letters regarding
the proposed changes. For the reasons
discussed below, the Commission is
approving the proposed rule changes.
sradovich on DSK3GMQ082PROD with NOTICES
II. Description of the Proposed Rule
Changes
LCH SA proposed to offer clearing
services for certain options on index
credit default swaps. A CDS Option is
a contract that provides the buyer of the
option the right, but not the obligation,
to either buy or sell protection on the
underlying index CDS, with the seller of
the CDS Option standing as the
counterparty, at a predefined exercise
price on a specified exercise date. LCH
SA proposed to clear CDS Options for
which the underlying is a European
index CDS that is currently cleared by
LCH SA through its CDSClear service.
Specifically, LCH SA represented that it
would offer clearing services only for
CDS Options for those contracts whose
underlying index CDS is either the onthe-run or on-the-run minus one Markit
iTraxx Europe Index or the Markit
iTraxx Europe Crossover Index with 5year tenors, and which will have
expiries of one, two, or three months.7
3 All capitalized terms used but not defined in
this Order have the same meaning as in the LCH
SA Rules.
4 Securities Exchange Act Release No. 34–81399
(Aug. 15, 2017), 82 FR 39622 (Aug. 21, 2017) (SR–
LCH SA–2017–007) (‘‘Notice 007’’); and Securities
Exchange Act Release No. 34–81487 (Aug. 25,
2017), 82 FR 41438 (Aug. 31, 2017) (SR–LCH SA–
2017–006) (‘‘Notice 006’’ and jointly, the
‘‘Notices’’).
5 Securities Exchange Act Release No. 34–81818
(October 4, 2017), 82 FR 47277 (Oct. 11, 2017).
6 Securities Exchange Act Release No. 34–81819
(October 4, 2017) 82 FR 47257 (October 11, 2017).
7 See generally, Notice 006, 82 FR at 41438. LCH
SA represented that extension of the CDS Clearing
Service to clear CDS Options that reference indices
other than the Markit Itraxx Europe Index would
require amendments to the CDS Clearing
Supplement, and potentially to the Rule Book and
certain risk methodology documentation, and
would therefore likely be subject to regulatory
review and approval. See Notice 006, 82 FR at
41438–39.
VerDate Sep<11>2014
18:19 Nov 22, 2017
Jkt 244001
In order to effectuate this initiative,
LCH SA has proposed rule changes to
its Rule Book, Clearing Supplement,
CDS Clearing Procedures, Dispute
Resolution Protocol, CDSClear Margin
Framework, and Default Fund
Methodology.
A. Changes to CDS Clearing Rule Book
As discussed in greater detail in the
Notices, LCH SA proposed to amend its
Rule Book to adopt several new terms
defining, and related to, CDS Options.
In addition, LCH SA proposed to modify
the substance of certain existing defined
terms to account for the clearing of CDS
Options, and also proposed certain
conforming and clarifying edits to terms
and provisions throughout the Rule
Book. Furthermore, LHC SA proposed
additional edits to clarify the crossborder application of its operations, and
to correct inconsistencies, or make
clarifications, related to certain defined
terms unrelated to the clearing of CDS
Options.8 The most significant changes
to the Rule Book concern end-of-day
pricing procedures for CDS Options, the
default management of CDS positions,
including CDS Options, and changes
relating to the mechanics of clearing
CDS Options. Each of these changes is
further described below.
LCH SA proposed to add new
processes for calculating end of day
prices for CDS Options, which will be
used for related risk calculations,
valuing open positions, and calculating
a Clearing Member’s margin
requirement in connection with CDS
Options. LCH SA also proposed to
amend its Rule Book to permit Clearing
Members to make use of the LCH SA
settlement prices with respect to CDS
Options in the same way that Clearing
Members are permitted to use the
settlement prices for CDS.9
LCH SA’s proposed rule changes also
set forth amendments to its Default
Management Process, as set forth in
Appendix 1 of its Rule Book. In addition
to proposing various conforming edits
and amendments to existing terms, as
described in greater detail in the
Notices, LCH SA proposed to amend its
Default Management Process to provide
that Clearing Members that are not
registered for the CDS Option Clearing
Service would not be required to
participate in the bidding process for
any Auction Package that contains
cleared CDS Options. However, to the
extent that a Clearing Member that is
not registered to clear CDS Options
submits winning bids for an Auction
Package containing cleared CDS
Options, LCH SA proposed to establish
a process for automatic registration of
that Clearing Member for the CDS
Option clearing service and an update to
such Clearing Member’s Product Family
Forms.10
Finally, LCH SA proposed a number
of operational changes with respect to
clearing CDS Options. For example,
with respect to membership, LCH SA
proposed to add, among other things, a
new article setting forth the procedures
for registration for LCH SA’s CDS
Option clearing service. With respect to
the clearing of CDS Options, LCH SA
proposed rule changes regarding the
novation of contracts that would
provide that a cleared CDS Option
would be replaced by two cleared
transactions, and also proposed edits to
clarify that LCH SA would calculate
Clearing Member open positions by
netting such cleared transactions.
Moreover, LCH SA proposed amending
its Rule Book to clarify that following a
restructuring credit event or during
other specified periods, LCH SA is
permitted to compress cleared CDS
Option transactions, and that premiums
for such cleared transactions will be
netted.11
B. Changes to Clearing Supplement
LCH SA also proposed amendments
to its Clearing Supplement. Under these
proposed amendments, LCH SA would
add a new Part C to the Clearing
Supplement to establish the economic
terms specific to cleared CDS Options
transactions. Proposed Section 1 of Part
C would generally set forth definitions
for terms contained in Part C of the
Clearing Supplement. Proposed Section
2 of Part C would set forth provisions
for the creation of cleared CDS Options,
as well as for the creation of cleared
CDS Options transactions involving
restructuring events, and transactions
resulting from the exercise of the option.
In particular, this section would provide
the specific terms under which LCH SA
and the Clearing Member enter into
such transactions upon their creation
and provides for the particulars of the
confirmations of such transactions, as
well as the procedures for compression
exercises for cleared CDS Options
transactions.12 Section 3 of proposed
Part C would establish relevant payment
obligations for LCH SA and Clearing
Members in connection with CDS
Options.
Other provisions of proposed Part C of
the Clearing Supplement would flesh
out terms relating to restructuring,
10 Notice
8 Notice
006, 82 FR at 41439–41440.
9 Notice 006, 82 FR at 41440–41.
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
006, 82 FR at 41441–42.
006, 82 FR at 41440.
12 Notice 006, 82 FR at 41442.
11 Notice
E:\FR\FM\24NON1.SGM
24NON1
Federal Register / Vol. 82, No. 225 / Friday, November 24, 2017 / Notices
sradovich on DSK3GMQ082PROD with NOTICES
exercise and assignment of CDS
Options. For example, proposed Section
4 of Part C would set forth the
procedures used following certain
credit, succession, or restructuring
events. Section 5 of proposed Part C
would establish requirements and
procedures for the creation of paired
transactions, triggering and partial
triggering conditions for transactions
following a determination of certain
credit, succession or restructuring
events, as well as notification
requirements related thereto. Section 6
of Part C would establish procedures
regarding creation of paired transactions
for exercised CDS Options, the clearing
of the transactions resulting from
exercise, and delivery procedures for
various related notices and reports.
These proposed procedures would
require LCH SA to notify the relevant
matched buyers and sellers with the
identity of the buyer or seller, as
applicable, following the creation of
each paired transaction by LCH SA
resulting from an exercised CDS Option.
The proposed changes also provide,
among other things, that upon
notification of exercise, the original CDS
Option transaction will be deemed
terminated and a new exercised
transaction will be deemed to be created
between the Clearing Members and LCH
SA.13
The remaining provisions in proposed
Part C of the Clearing Supplement
address settlement and other
miscellaneous provisions. For example
Section 7 of proposed Part C of the
Clearing Supplement would provide
that following exercise of a CDS Option,
a new cleared index CDS transaction
will be entered into between the
relevant Clearing Members and LCH
SA.14 Section 8 of Part C would set forth
general rules related notices, including
provisions regarding timing and
delivery methods. Section 9 of proposed
Part C would set forth procedures
regarding the creation of paired
transactions via an algorithm, address
the registration of certain transactions
resulting from restructuring events,
address the resetting of trade dates, set
forth mechanics for certain notices, and
provide for the exercise of CDS Options
by CDS Option buyers and sellers that
are matched by LCH SA.15
C. Changes to CDS Clearing Procedures
LCH SA also proposed changes to the
CDS Clearing Procedures that would
amend provisions regarding
membership, margin and price
13 Notice
alignment interest, collateral and cash
payment, eligibility requirements, and
CDS Option clearing operations.
Regarding the membership provisions,
LCH SA proposed amendments that
would clarify that Applicants would be
required to identify operational
personnel that have knowledge of CDS
Options as part of its registration, and
would also describe procedures by
which LCH SA will communicate
approval of an application for
registration for the CDS Option clearing
service to an applicant, as well as
procedures and conditions for
withdrawal of registration from the
service.16
Regarding margin, LCH SA proposed
to modify Section 2.7 of its Clearing
Procedures to clarify that initial margin
would cover the costs associated with a
default of a Clearing Member, as well as
a ‘‘double event of default,’’ i.e., where
the Clearing Member is the seller of
protection on the underlying CDS index.
Further modifications to Section 2.7
would include clarification that spread
margin will be calculated using spread
and volatility variations, and that short
charge margin would be imposed in
instances where a Clearing Member acts
as a protection seller with respect to a
CDS Option, a single name CDS
transaction, or the CDS index
underlying the CDS Option. Other
proposed amendments affecting margin
include clarifying that self-referencing
protection margin would be imposed
where a Clearing Member acts as a
protection seller with respect to the
index CDS underlying a CDS Option for
which such member is, or becomes, a
reference entity. For Clearing Members
acting as protection buyers with respect
to the index CDS underlying a CDS
Option, LCH SA proposed to require
that such Clearing Members pay accrued
fixed amount liquidation risk margin
where the exercise of that CDS Option
falls in the margin calculation time
horizon. This margin add-on is designed
to cover risks associated with an event
of default when certain accrued fixed
amount payments are due under the
terms of the CDS Option during the
period that the relevant transactions are
liquidated under LCH SA’s Default
Management Process.17 LCH SA would
also modify provisions relating to credit
event margin to specify that where a
credit event occurs regarding a reference
entity that is the subject of a cleared
transaction, each Clearing Member will
be required to pay credit event margin
to cover the risk of adverse changes in
the estimated recovery rate arising in
the event of non-payment of variation
margin on the part of the CDS Option
seller or CDS Option buyer with respect
to a CDS Option transaction. LCH SA
also proposed to clarify that variation
margin will cover the change in market
value of a CDS Option.18 Finally, LCH
SA proposed to amend its CDS Clearing
Procedures to state that Clearing
Members are required to pay premiums
to satisfy payment obligations with
respect to a CDS option position.
LCH SA also proposed various
amendments related to member and
product eligibility requirements. With
respect to provisions regarding Clearing
Member eligibility requirements, LCH
SA proposed to amend Section 4.1 of
the CDS Clearing Procedures to require
that a Clearing Member be registered for
the CDS Option clearing service in order
to clear such products, and to set forth
eligibility requirements related thereto.
Regarding product eligibility
requirements, LCH SA proposed to add
new Section 4.4 to the CDS Clearing
Procedures that would set forth criteria
that LCH SA, in consultation with
relevant internal committees, would
consider with respect to which CDS
Options will be eligible for clearing, as
well as procedures for Clearing
Members to submit a CDS Option for
clearing in certain circumstances where
the transaction is a risk reducing
transaction, even if the relevant
eligibility criteria are not satisfied. The
proposed amendments would also
require LCH SA to publish a list of
clearing eligible CDS Options.19
LCH SA also proposed to amend
Section 5 of the CDS Clearing
Procedures, which addresses LCH SA’s
CDS clearing operations, to provide a
description of the trade compression
process with respect to CDS Options.
Other proposed amendments to Section
5 include procedures to ensure that
cleared transactions are stored and
replicated on LCH SA’s systems.
Furthermore, the procedures describing
the process for calculating end-of-day
prices using data contributed by
Clearing Members would be amended to
account for CDS Options (as described
more fully in the Notices), including
amendments providing for procedures
to effect cross trades where submitted
prices from market participants do not
reflect quoted daily prices for a
particular CDS Option, and for
calculating the variation margin
requirement for CDS Options in the
006, 82 FR at 41442–43.
14 Id.
16 Notice
15 Id.
17 Id.
VerDate Sep<11>2014
18:19 Nov 22, 2017
Jkt 244001
PO 00000
006, 82 FR at 41444.
Frm 00109
18 Id.
19 Id.
Fmt 4703
Sfmt 4703
55907
E:\FR\FM\24NON1.SGM
24NON1
55908
Federal Register / Vol. 82, No. 225 / Friday, November 24, 2017 / Notices
event that necessary data is not
received.20
Additional changes relating to
organization and numbering of various
Rule Book and/or policy and procedure
provisions, as well as certain
conforming edits that were proposed are
not discussed here, but are described in
detail in the Notices.
D. Changes to Dispute Resolution
Protocol
LCH SA also proposed amendments
to its Dispute Resolution Protocol that
would specify that the Dispute
Resolution Protocol would apply where
the parties to the arbitration include a
seller or buyer of a CDS Option, and
where the dispute in question arises
from cleared matched transactions
resulting from exercise of the CDS
Option or from restructuring events.21
E. Changes to CDSClear Margin
Framework
As described in greater detail in the
Notices, LCH SA proposed several
amendments to its CDSClear Margin
Framework. These changes are as
follows:
sradovich on DSK3GMQ082PROD with NOTICES
1. Changes Regarding CDS Option
Pricing
In addition to providing a revised
organizational structure for the
CDSClear Margin Framework, LCH SA
proposed a new section describing the
methodology to price CDS Options. The
proposed pricing section would add a
description of the methodology used to
price CDS Options, including a proposal
to adopt a modified version of a market
standard model developed by
Bloomberg that makes adjustments to
the Black-Scholes model (‘‘Bloomberg
Model’’). LCH SA represented that this
model is commonly used by dealers and
buy-side participants.22
In conjunction with use of the
modified Bloomberg Model, LCH SA
proposed to adopt provisions to account
for implied volatility. In particular, LCH
SA proposed to use a stochastic
volatility inspired (‘‘SVI’’) model in
constructing volatility surfaces, as well
as to price (or reprice) CDS Options and
interpolate implied volatilities derived
from the modified Bloomberg Model.23
Regarding data required to calculate
historical implied volatilities, LCH SA
would adopt a section describing the
database that would cover a 10-year
look-back period, as well as the data
that LCH SA would use to construct
20 Notice
006, 82 FR at 41444–45.
006, 82 FR at 41445.
22 Notice 007, 82 FR at 39623.
23 Id.
21 Notice
VerDate Sep<11>2014
18:19 Nov 22, 2017
historical implied volatility in the case
of missing at-the-money volatility and
SVI data points in the historical time
series data. As part of its end-of-day
process for gathering price data from
Clearing Members, LCH SA proposed to
implement a new price submission
mechanism for CDS Options that would,
similar to the end-of-day price
submission process for CDS, require
Clearing Members to contribute prices
for CDS Options where the members
have at least one open position on one
strike for a particular expiry. These
contributed prices, in turn, would be
used for marking the options book, if
certain conditions are met. If such
conditions are not met, LCH SA
proposed to fall back to Markit’s
composite prices or use other predefined rules to fill in missing data.24
The purpose of these proposed
changes is to provide for a methodology
and model for pricing CDS Options, as
well as to establish a process of
obtaining pricing information from
Clearing Members in order to allow LCH
SA to accurately evaluate the value of
the positions that Clearing Members
take, and thereby allow LCH SA to
measure its exposures to Clearing
Members.
2. Changes to Total Initial Margin
As described in greater detail in the
Notices, LCH SA proposed to revise its
CDSClear Margin Framework to mitigate
the risks associated with clearing CDS
Options. LCH SA’s margin model is
currently composed of six components:
(1) Self-referencing margin, (2) spread
margin, (3) short charge, (4) wrong-way
risk margin, (5) interest rate risk margin,
and (6) recovery rate margin. LCH SA
proposes to add a new seventh margin
component, vega margin, specifically to
address volatility risk posed by CDS
Options.
a. Self-Referencing Margin
Under its current CDSClear Margin
Framework, LCH SA uses selfreferencing margin to capture the profit
and loss (‘‘P&L’’) impact resulting from
a Clearing Member defaulting on a soldprotection position in CDS referencing
its own name with zero recovery.
Currently, LCH SA has established this
self-referencing margin for CDS only.
For CDS Options, LCH SA proposed to
implement a methodology to measure
spread margin that will calculate the
P&L impact from a Clearing Member
defaulting on a sold-protection position
in CDS referencing the Clearing Member
by taking the difference between the
CDS Option’s current value and the
value after incorporating a loss amount
in the underlying CDS index.25 The
purpose of these proposed changes is to
ensure that LCH SA can appropriately
account for the impact of Clearing
Members defaulting on sold-protection
positions that underlie the CDS Options
LCH SA proposed to clear in a fashion
similar to that which LCH SA has in
place for CDS.
b. Spread Margin
Under the CDSClear Margin
Framework, as currently constituted,
LCH SA calculates a spread margin
component using a value-at-risk (‘‘VaR’’)
model to construct a distribution of
potential losses based on simulated
scenarios using joint credit spread and
volatility variations taken from past
observations and then calculates the
expected shortfall based on a quantile of
the worst losses that could arise in those
scenarios. In order to adapt the spread
margin component to account for the
clearing of CDS Options, LCH SA
proposed to apply to CDS Options the
approach it currently uses for CDS with
two adjustments. First, LCH SA
proposed to calculate simulated
volatilities by defining a shifted
volatility curve for each option expiry
date, in addition to the simulated credit
spreads currently used for CDS. LCH SA
would then use both simulated
volatilities and simulated credit spreads
to calculate estimated CDS Option
values which would, in turn, be used as
an input in the VaR model to establish
an expected shortfall amount. Second,
to account for CDS Options that expire
within the 5-day margin period of risk,
which is necessary to ensure that
underlying indices can be automatically
cleared by LCH SA upon exercise, LCH
SA proposed to add spread margin
provisions regarding whether a CDS
Option would be exercised upon expiry
based on a consideration of the CDS
Option’s present value on the date of
expiry. Should LCH SA determine that
a CDS Option would be exercised, it
would take the resulting index CDS
position into account as part of the
expected shortfall calculation.26
c. Changes to the Short Charge
For the short charge component of its
initial margin, which is designed to
address jump-to-default risk, LCH SA
currently uses the greater of its (i)
‘‘global short charge,’’ which is derived
from a Clearing Member’s largest net
short exposure for CDS contracts and its
top net short exposure among the three
riskiest reference entities (with respect
25 Notice
24 Notice
Jkt 244001
PO 00000
007, 82 FR at 39623–24.
Frm 00110
Fmt 4703
Sfmt 4703
007, 82 FR at 39624.
26 Id.
E:\FR\FM\24NON1.SGM
24NON1
sradovich on DSK3GMQ082PROD with NOTICES
Federal Register / Vol. 82, No. 225 / Friday, November 24, 2017 / Notices
to any entity type), and (ii) the ‘‘highyield short charge,’’ which is derived
from a Clearing Member’s top net short
exposure (with respect to high yield
CDS) and its top two net short
exposures among the three riskiest
reference entities in the high yield
category. In order to adapt the short
charge margin for CDS Options, LCH SA
proposed to consider the P&L impact of
a credit event experienced by a
constituent of an index CDS underlying
the CDS Option to determine the short
exposure for CDS Options. LCH SA also
proposed to adopt an approximation
approach to define changes in the CDS
Option price relative to the total loss in
the underlying index instead of
repricing the CDS Option each day
based on the spread level of the
underlying and at-the-money
volatility.27
LCH SA proposed additional
adjustments to the short charge margin
component to accommodate the clearing
of CDS Options. First, when calculating
total short exposure for a reference
entity, instead of using the current
spread, which is LCH SA’s approach for
index CDS initial margin, total short
exposure would be calculated for each
day within the 5-day margin period of
risk using simulated credit spread and
at-the-money volatility data for CDS and
CDS Options. Second, to address the
non-linear nature of options, the total
short exposure would not be the sum of
P&L impacts of each individual entity’s
default where such entities are selected
for calculating the global short charge,
HY short charge, and financial short
charge. Instead, LCH SA proposed to
calculate each of these charges by
considering the combined P&L impacts
of simultaneous defaults of selected
entities. Third, LCH SA proposed to
compare three expected shortfall
amounts to disaggregate the total short
exposure in a manner that permits
separate calculation of the short charge
margin associated with the P&L impact
of the jump-to-default risk at the
portfolio level and the spread margin
that reflects the P&L impact that
associated with changes in spreads and
at-the-money volatility. LCH SA
represented that these calculations
facilitate implementation of limits on
portfolio margin required under the
European Market Infrastructure
Regulation and the financial short
charge, among other things.28 Finally,
LCH SA also proposed to consider the
impact of option expiry on the P&L as
part of the short charge calculation by
considering cases in which the option
exercise decision occurs before the
occurrence of two credit events, and
cases where the two credit events occur
before option exercise. LCH SA
proposed to use the worst case of these
scenarios as part of the short charge
calculation.29 LCH SA proposed these
changes to ensure that it adequately
addresses the jump-to-default risk
associated with clearing CDS Options.
d. Changes to Interest Rate Risk Margin
LCH SA also proposed modifications
to interest rate risk margin. Under its
current CDSClear Margin Framework,
LCH SA calculates its interest rate risk
margin by shifting interest rate curves
and repricing the CDS portfolio. To
accommodate clearing of CDS Options,
LCH SA proposed to amend the
methodology for calculating the interest
rate risk margin component by
providing for a repricing of CDS Option
positions that uses the same ‘‘bump’’
parameters computed by taking the 99.7
percent quantile of the interest rate
return using the same sample of dates in
the spread historical database.30 The
changes proposed regarding interest rate
risk margin are designed to ensure that
LCH SA considers the risks to CDS
Options associated with moves in
interest rates.
e. Addition of Vega Margin
As described in greater detail in the
Notices, LCH SA proposed to add a new
vega margin component to its initial
margin framework. The new vega
margin would consider option premium
changes when skew is shifted by an
extreme move, define shifts of the skew
by multiplying a standard deviation of
returns of historical skews by a
percentile for a given probability
threshold, and consider similar shocks
on the volatility of volatility.31 The vega
margin is intended to capture the risk of
skew and volatility of volatility
associated with the CDS Options.
f. Liquidity Risk Margin
LCH SA proposed changes to the
liquidity risk margin to accommodate
portfolios that contain CDS Options. For
CDS, under the current Framework,
LCH SA calculates the liquidity risk
margin by estimating the cost of
liquidating a CDS portfolio. To calculate
the liquidity charge for portfolios that
include CDS Options, LCH SA proposed
to consider the CDS Options separately
from CDS, with the liquidity charge of
the CDS Options based on the likely
cost of any vega hedging that would be
007, 82 FR at 39624–25.
007, 82 FR at 39625.
31 Notice 007, 82 FR at 39625–26.
required in the event that a portfolio of
CDS Options needs to be liquidated.
LCH SA would then compute the
portfolio liquidity charge as the sum of
the liquidity charge for the CDS
component of a portfolio and the
liquidity charge for the CDS Options
component.32 The proposed changes are
intended to permit LCH SA to consider
the cost of liquidating portfolios that
contain CDS Options.
g. Changes to Accrued Coupon
Liquidation Risk Margin
LCH SA proposed changes to its
accrued coupon liquidation risk margin
to accommodate the clearing of CDS
Options. Specifically, LCH SA stated
that with respect to CDS Options, it
would be exposed to coupon payment
risk only if the option expiry falls
within the 5-day liquidation period and
the option is exercised. Consequently,
LCH SA proposed to set the accrued
coupon for CDS Options with an expiry
of more than five days at zero, and the
accrued coupon for options contracts
with expiry falling within the 5-day
liquidation period would be the accrued
coupon for five days, if the options are
exercised.33 The proposed changes are
intended to allow LCH SA to cover the
risk of additional coupon costs
associated with CDS Options during the
5-day liquidation period.
h. Credit Event Margin
LCH SA also proposed to adjust its
method for calculating credit event
margin to accommodate CDS Options.
Currently, LCH SA addresses risks
associated with hard credit events due
to uncertain recovery rates prior to an
auction by imposing a margin that
would cover an adverse 25 percent
absolute recovery rate move from the
credit event determination date up to—
and including—the auction date. As
discussed in greater detail in the
Notices, to better capture the risk
stemming from clearing CDS Options, in
cases where several credit events occur,
LCH SA proposed to calculate credit
event margin for each affected CDS and
CDS Option contract by considering
adverse recovery moves that could be a
combination of upward, downward, or
flat for the various entities in the
portfolio instead of summing the credit
event margin covering 25 percent
adverse recovery rate moves for each
reference entity. Under this proposed
approach, the aggregate P&L at the level
of the CDS and CDS Options contract
would be the credit event margin for the
portfolio. Additionally, for restructuring
29 Notice
27 Notice
007, 82 FR at 39624–25.
28 Notice 007, 82 FR at 39625.
VerDate Sep<11>2014
18:19 Nov 22, 2017
30 Notice
Jkt 244001
PO 00000
Frm 00111
Fmt 4703
Sfmt 4703
55909
32 Notice
007, 82 FR at 39626.
33 Id.
E:\FR\FM\24NON1.SGM
24NON1
55910
Federal Register / Vol. 82, No. 225 / Friday, November 24, 2017 / Notices
events, LCH SA proposed to address
each maturity separately instead of
netting positions with the same
reference entity due to the fact that
different auctions may be held
depending on the maturity of the
contracts. Finally, LCH SA proposed
some revisions regarding terminology
for credit event margin, which is also
described in greater detail in the
Notices. For restructuring events,
because different auctions may be held
depending on the maturity of the
contracts, recovery rates could differ
across all contracts with differing
maturity dates. Consequently, LCH SA
proposed to consider each maturity
separately instead of netting all
positions with the same reference
entity.34 The proposed changes are
designed to allow LCH SA to cover the
risks associated with the occurrence of
several credit events, and to account for
the effect of differing maturities.
sradovich on DSK3GMQ082PROD with NOTICES
i. Changes To Streamline Descriptions
and Improve Readability
Finally, LCH SA proposed nonsubstantive changes that include
moving sections discussing cash flow
exchanges, contingency variation
margin, and extraordinary margin to
eliminate redundancy and improve
readability.35
F. Changes to the Default Fund
Methodology
LCH SA proposed several changes to
its Default Fund Methodology to
accommodate the clearing of CDS
Options. Under its current approach, the
primary component of LCH SA’s Default
Fund Methodology is the identification
of stress scenarios designed to impose
market moves that are considered
extreme but plausible above those that
are used in the margin calculation in
order to determine P&L impacts on
Clearing Member portfolios. The two
largest stress testing losses over initial
margin (‘‘STLOIM’’) across all Clearing
Member portfolios are then used by LCH
SA, plus a 10 percent buffer, to size LCH
SA’s default fund.36
To accommodate the clearing of CDS
Options, LCH SA proposed to amend
the its Default Fund Methodology to
take into account the new vega margin
by adding a stressed vega margin
calculation to LCH SA’s stress test
scenarios. In addition, LCH SA would
add a new set of scenarios (referred to
as ‘‘Volatility Scenarios’’) that would
consider movements in the implied atthe-money volatilities of index families
for historical and theoretical stress
scenarios. Further amendments would
result in a new method for calculating
the stressed spread margin component
of the STLOIM. Under the proposed
modifications, the new calculation for
stressed spread margin would take into
account at-the-money implied volatility
moves for CDS Options and calculate
the stressed spread margin in two
scenarios: (1) Historical scenarios
covering credit spread moves and at-themoney implied movements in
combination; and (2) theoretical
scenarios covering credit spread
movements and at-the-money implied
volatility moves independently.
Changes to the stressed short charge
component of STLOIM would be made
to incorporate terms relevant to CDS
Options, and the new stressed short
charge calculation would largely follow
the approach used for the short charge
calculation as part of the initial margin
framework to consider the non-linear
nature of CDS Options, except that the
number of entities assumed to be in
default would be higher for the stressed
short charge.
As noted above, LCH SA proposed to
implement a new stressed vega margin
component to the STLOIM calculation.
This new stressed vega margin
component would be calculated in the
same manner as the vega margin
component, except that it would use a
higher quantile. Additionally, a new
section entitled ‘‘Exercise Management’’
would be added to the Default Fund
Methodology that would take into
account the impact of CDS Options that
expire within the 5-day liquidation
period, and another new section would
be added that would set forth the P&L
scenarios that are considered part of the
Default Fund Methodology, including
providing for a stressed spread margin
calculation for specific products.37
These proposed changes are designed to
ensure that LCH SA properly sizes the
default fund to cover the two largest
STLOIMs across all Clearing Member
portfolios while taking into account that
such portfolios may now include CDS
Options.
III. Discussion and Commission
Findings
Section 19(b)(2)(C) of the Act 38
directs the Commission to approve a
proposed rule change of a selfregulatory organization if the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
34 Id.
35 Notice
007, 82 FR at 39627.
37 Id.
36 Id.
VerDate Sep<11>2014
38 15
18:19 Nov 22, 2017
Jkt 244001
PO 00000
U.S.C. 78s(b)(2).
Frm 00112
Fmt 4703
Sfmt 4703
such self-regulatory organization.
Section 17A(b)(3)(F) of the Act 39
requires, among other things, that the
rules of a registered clearing agency be
designed to promote the prompt and
accurate clearance and settlement of
securities transactions and, to the extent
applicable, derivative agreements,
contracts, and transactions, as well as to
assure the safeguarding of securities and
funds which are in the custody or
control of the clearing agency or for
which it is responsible, and to protect
investors and the public interest. Rule
17Ad–22(e)(1) 40 requires a covered
clearing agency to establish, implement,
maintain and enforce policies and
procedures that are reasonably designed
to provide for a well-founded, clear,
transparent and enforceable legal basis
for each aspect of its activities in all
relevant jurisdictions.
Rule 17Ad–22(b)(2) 41 requires, in
relevant part, a registered clearing
agency that performs central
counterparty services to establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to use margin
requirements to limit its credit
exposures to participants under normal
market conditions and use risk-based
models and parameters to set margin
requirements. Rules 17Ad–22(e)(6)(i),
(iv), and (v) 42 require a covered clearing
agency that provides central
counterparty services to establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to cover its credit
exposures to its participants by
establishing a risk-based margin system
that, at a minimum considers, and
produces margin levels commensurate
with, the risks and particular attributes
of each relevant product, portfolio, and
market, uses reliable sources of timely
price data, and uses procedures and
sound valuation models for addressing
circumstances in which pricing data are
not readily available or reliable, and that
uses an appropriate method for
measuring credit exposures that
accounts for relevant product risk
factors and portfolio effects across
products.
Rule 17Ad–22(b)(3) 43 requires, in
relevant part, a registered clearing
agency that performs central
counterparty services to establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to maintain
39 15
U.S.C. 78q–1(b)(3)(F).
CFR 240.17Ad–22(e)(1).
41 17 CFR 240.17Ad–22(b)(2).
42 17 CFR 240.17Ad–22(e)(6)(i), (iv), and (v).
43 17 CFR 240.17Ad–22(b)(3).
40 17
E:\FR\FM\24NON1.SGM
24NON1
Federal Register / Vol. 82, No. 225 / Friday, November 24, 2017 / Notices
additional financial resources sufficient
to withstand, at a minimum, a default
by the two participant families to which
it has the largest exposures in extreme
but plausible market conditions where
such registered clearing agency acts as
a central counterparty for security-based
swaps. Rules 17Ad–22(e)(4)(i) and (ii) 44
require a covered clearing agency to
establish, implement, maintain and
enforce written policies and procedures
reasonably designed to effectively
identify, measure, monitor, and manage
its credit exposures to participants and
those arising from its payment, clearing,
and settlement processes, including by
maintaining sufficient financial
resources to cover its credit exposure to
each participant fully with a high degree
of confidence and, for a covered clearing
agency involved in activities with a
more complex risk profile,45
maintaining additional financial
resources at a minimum to enable it to
cover a wide range of foreseeable stress
scenarios that include, but are not
limited to, the default of the two
participant families that would
potentially cause the largest aggregate
credit exposure for the covered clearing
agency in extreme but plausible market
conditions.
For the reasons discussed below, after
reviewing the proposed rule changes as
a whole, including the representation
that LCH SA is limiting its clearing
services for CDS Options to the specific
underlying CDS indices, tenors and
option expiries specified herein,46 the
Commission finds that the proposed
rule changes, which seek to amend LCH
SA’s Rule Book, Clearing Supplement,
CDSClear Procedures, Dispute
Resolution Protocol, CDSClear Margin
Framework, and Default Fund
Methodology to permit LCH SA to clear
options on index credit default swaps
(‘‘CDS Options’’), are consistent with
Section 17A of the Act and the
applicable provisions of Rule 17Ad–22
thereunder.
sradovich on DSK3GMQ082PROD with NOTICES
A. Changes to LCH SA’s Rule Book, and
Policies and Procedures
The Commission finds that the
proposed changes to LCH SA’s Rule
Book and Policies and Procedures are
consistent with the requirements of
Section 17A(b)(3)(F) regarding prompt
and accurate clearance and settlement,
44 17
CFR 240.17Ad–22(e)(4)(i) and (ii).
17Ad–22(a)(4)(i) defines a covered
clearing agency involved in activities with a more
complex risk profile as a clearing agency registered
with the Commission under Section 17A of the Act
that provides central counterparty services for
security-based swaps. See 17 CFR 240.17Ad–
22(a)(4)(i).
46 See supra note 7 and accompanying text.
45 Rule
VerDate Sep<11>2014
18:19 Nov 22, 2017
Jkt 244001
and Exchange Act Rule 17Ad–22(e)(1).
LCH SA proposed to modify its Rule
Book, Clearing Supplement, CDSClear
Procedures, and Dispute Resolution
Protocol to extend its established legal
framework to govern the clearing of CDS
Options, to provide for managing
defaults associated with CDS Options,
and to apply membership obligations to
Clearing Members seeking to register for
the CDS Option clearing service. Among
other things, the proposed amendments
provided for definitions for various
terms relevant to CDS Options, and
amended existing terms to
accommodate clearing CDS Options.
Further, the proposed amendments
would establish a process for applying
for membership in the CDS Option
clearing service, thereby requiring
members to satisfy LCH SA’s financial
and operational requirements, as well as
contractual obligations regarding
performance. These obligations include
those arising under LCH SA’s default
management process, which would also
be amended to accommodate the
clearing of CDS Options. Consequently,
the Commission believes that by
creating registration and membership
obligations for entities seeking to
participate in the CDS Option Clearing
Service, and by adapting its CDSClear
Procedures and Clearing Supplement to
address operational aspects associated
with clearing CDS Options, LCH SA has
rules that are designed to ensure that
Clearing Members participating in the
CDS Option clearing service have the
requisite ability to meet financial and
operational obligations associated with
clearing CDS Options, thereby ensuring
the prompt and accurate clearance and
settlement of such transactions.
Therefore, the Commission finds that
the proposed rule changes are consistent
with Section 17A(b)(3)(F) of the Act.
Additionally, based on these
proposed changes, the Commission
believes that LCH SA will be able to
provide for a well-founded and
enforceable legal basis for clearing CDS
Options in jurisdictions in which LCH
SA operates, similar to that established
for the clearing of CDS. Moreover,
because the documents that are the
subject of the proposed amendments are
available on LCH SA’s public internet
site, or provided to Clearing Members,
the Commission believes that the
policies and procedures applicable to
members of the CDS Option clearing
service are sufficiently clear and
transparent. As a result, the Commission
finds that the proposed changes
affecting LCH SA’s Rule Book, and other
policies and procedures are consistent
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
55911
with the requirements of Rule 17Ad–
22(e)(1).
B. Changes to CDSClear Margin
Framework and Default Fund
Methodology
The Commission finds that the
proposed rule changes regarding LCH
SA’s CDSClear Margin Framework and
Default Fund Methodology are
consistent with the requirements of
Section 17A(b)(3)(F) and Rules 17Ad–
22(b)(2), (b)(3), (e)(4)(i) and (ii), and
(e)(6)(i), (iv) and (v).
1. CDSClear Margin Framework
LCH SA proposed to amend its
CDSClear Margin Framework to add a
pricing methodology for CDS Options,
based on a modified Bloomberg Model,
and to add a process for obtaining
pricing inputs from Clearing Members.
By implementing a pricing methodology
and process for obtaining pricing
information from Clearing Members, the
Commission believes that LCH SA will
be able to adequately and consistently
determine the value of the CDS Options
it clears, and will also be able to
appropriately mark the positions on a
daily basis. As a result, the Commission
finds that the proposed rule changes
regarding LCH SA’s pricing model and
mechanism promote the prompt and
accurate clearance and settlement of
CDS Options and are consistent with the
requirements of Section 17A(b)(3)(F) of
the Act. Furthermore, because LCH SA
proposed changes that would result in
LCH SA relying on the Markit
Composite or using other pre-defined
rules to fill in missing data and
complete the marking process, the
Commission believes that the proposed
rule changes provide that LCH SA has
policies and procedures that are
reasonably designed to ensure that LCH
SA uses reliable sources of timely price
data and uses procedures and sound
valuation models for addressing
circumstances in which pricing data are
not readily available or reliable.
Therefore, the Commission finds that
the proposed rule changes are consistent
with the requirements of Rule 17Ad–
22(e)(6)(iv).
In addition, LCH SA proposed to
amend its CDSClear Margin Framework
to account for clearing CDS Options.
Among other things, LCH SA proposed
amending its self-referencing margin to
calculate the P&L impact on a CDS
Option based on losses in the
underlying index CDS. In addition, LCH
SA proposed to amend its spread
margin to incorporate simulated
volatilities that complement simulated
credit spreads in the value-at-risk model
LCH SA uses. Moreover, LCH SA
E:\FR\FM\24NON1.SGM
24NON1
sradovich on DSK3GMQ082PROD with NOTICES
55912
Federal Register / Vol. 82, No. 225 / Friday, November 24, 2017 / Notices
proposed to amend its short charge to
account for the P&L impact of a credit
event on the reference obligations of a
constituent of the underlying index CDS
has on a CDS Option. Furthermore, LCH
SA also proposed other amendments,
described in greater detail in section
II.e.2, above and in the Notices, to
incorporate at-the-money volatility data,
account for the non-linearity of CDS
Options by considering the combined
P&L impacts of simultaneous defaults,
and to consider the impact of option
expiry. LCH SA also proposed to amend
its interest rate margin to calculate the
P&L impact on CDS Options due to
changes in interest rates, and proposed
to introduce a new margin component,
vega margin, to capture the risks
associated with skew and volatility of
volatility that specifically affect CDS
Options. Similarly, LCH SA proposed
amendments to its liquidity risk margin
to account for the costs associated with
vega hedging a portfolio of CDS
Options, proposed changes to the
accrued coupon liquidation risk margin
to account for exposures to CDS Options
during the 5-day liquidation period, and
proposed changes to its credit event
margin to account for different
maturities separately and to consider
combinations of upward, downward or
flat recovery rate moves.
Based on these proposed changes, the
Commission believes that LCH SA will
have rules that are designed to collect
and maintain financial resources
intended to cover the risks to which
LCH SA is exposed in connection with
offering clearing services for CDS
Options. As a result, the Commission
believes that LCH SA will be able to
minimize the risk that the losses
associated with the default of a
participant (or participants) in the
clearing service for CDS Options will
extend to other participants in the
service or negatively affect the U.S.
financial system as a whole.
Consequently, the Commission believes
that the proposed rule changes will
provide for rules that permit LCH SA to
be able to safeguard the securities and
funds which are in its custody or
control or for which it is responsible,
and to be able to protect investors and
the public interest. Accordingly, the
Commission finds that the proposed
rule changes are consistent with the
requirements of Section 17A(b)(3)(F).
Moreover, considering these proposed
changes as a whole, the Commission
believes that the proposed rule changes
will ensure that LCH SA uses margin
requirements to limit its credit
exposures to Clearing Members
participating in the CDS Option clearing
service. The Commission also believes
VerDate Sep<11>2014
18:19 Nov 22, 2017
Jkt 244001
that by changing its margin framework
to add the new vega margin and revise
existing individual margin components
as described above, LCH SA reasonably
considers the risks specific to CDS
Options (including consideration of
risks associated with skew and volatility
of volatility, among others), and
establishes an appropriate method for
measuring its credit exposures to
Clearing Members participating in the
CDS Option clearing service. As a result,
the Commission finds that the proposed
rule changes are consistent with the
requirements of Rules 17Ad–22(b)(2)
and (e)(6)(i) and (v).
2. Default Fund Methodology
LCH SA also proposed to amend its
existing Default Fund Methodology to
address the additional risks associated
with clearing CDS Options. As
described above, the Default Fund
Methodology is designed to identify
stress scenarios that impose extreme but
plausible market moves in order to
calculate stress losses in excess of
margin. These losses are then used to
size LCH SA’s Default Fund. Among
other things, LCH SA proposed to
amend its Default Fund Methodology to
take into account the new vega margin
by adding a stressed vega margin, new
Volatility Scenarios, and adopt a new
method for calculating the stressed
spread margin that would take into
account at-the-money implied volatility
moves for CDS Options in the stress
scenarios used to size the CDSClear
default fund. Based on these
amendments, the Commission believes
that LCH SA appropriately extends its
existing Default Fund Methodology to
address the clearing of CDS Options,
and as a result will be able to maintain
financial resources adequate to cover
the risks associated with clearing CDS
Options, including sufficient resources
to enable LCH SA cover its credit
exposure to each participant fully with
a high degree of confidence and to cover
the default of the two participant
families to which LCH SA has
exposures in extreme but plausible
market conditions. Accordingly, the
Commission finds that the proposed
rule changes amending LCH SA’s
Default Fund Methodology are
consistent with the requirements of Rule
17Ad–22(b)(3) and (e)(4)(i) and (ii).
IV. Conclusion
It is therefore ordered pursuant to
Section 19(b)(2) of the Act that the
proposed rule changes (SR–LCH SA–
PO 00000
Frm 00114
Fmt 4703
Sfmt 4703
2017–006 and SR–LCH SA–2017–007)
be, and hereby are, approved.47
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.48
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–25354 Filed 11–22–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–82131; File No. SR–GEMX–
2017–52]
Self-Regulatory Organizations; Nasdaq
GEMX, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Remove Directed
Order Functionality
November 20, 2017.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
16, 2017, Nasdaq GEMX, LLC (‘‘GEMX’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to remove
Directed Order 3 functionality on GEMX.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqgemx.cchwall
street.com/, at the principal office of the
Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
47 In approving the proposed rule changes, the
Commission considered the proposals’ impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
48 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 A ‘‘Directed Order’’ is an order routed from an
Electronic Access Member to an Exchange market
maker through the Exchange’s System.
E:\FR\FM\24NON1.SGM
24NON1
Agencies
[Federal Register Volume 82, Number 225 (Friday, November 24, 2017)]
[Notices]
[Pages 55905-55912]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-25354]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-82109; File Nos. SR-LCH SA-2017-006; SR-LCH SA-2017-
007]
Self-Regulatory Organizations; LCH SA; Order Approving Proposed
Rule Changes To Add Rules Related to the Clearing of Options on Index
Credit Default Swaps
November 17, 2017.
I. Introduction
On August 1, 2017 and August 18, 2017, Banque Centrale de
Compensation, which conducts business under the name LCH SA (``LCH
SA''), filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\
proposed rule changes (SR-LCH SA-2017-007 and SR-LCH SA-2017-006,
respectively) to amend LCH SA's (1) CDS Clearing Rule Book (the ``Rule
Book''); (2) CDS Clearing Supplement (the ``Clearing Supplement''); (3)
CDS Clearing Procedures (the ``CDS Clearing Procedures''); (4) CDS
Dispute Resolution Protocol (the ``Dispute Resolution Protocol); (5)
Reference Guide: CDS Margin Framework
[[Page 55906]]
(``CDSClear Margin Framework''); and (6) CDSClear Default Fund
Methodology (``Default Fund Methodology'' together ``LCH SA Rules''))
in order to permit LCH SA to clear options on index credit default
swaps (``CDS Options'').\3\ The proposed rule changes were published in
the Federal Register on August 21, 2017 and August 31, 2017.\4\ On
October 4, 2017, the Commission extended the time period in which to
approve, disapprove, or institute proceedings to determine whether to
disapprove the proposed rule changes to November 19, 2017 for proposed
rule change SR-LCH SA-2017-007,\5\ and to November 29, 2017 for
proposed rule change SR-LCH SA-2017-006.\6\ The Commission received no
comment letters regarding the proposed changes. For the reasons
discussed below, the Commission is approving the proposed rule changes.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ All capitalized terms used but not defined in this Order
have the same meaning as in the LCH SA Rules.
\4\ Securities Exchange Act Release No. 34-81399 (Aug. 15,
2017), 82 FR 39622 (Aug. 21, 2017) (SR-LCH SA-2017-007) (``Notice
007''); and Securities Exchange Act Release No. 34-81487 (Aug. 25,
2017), 82 FR 41438 (Aug. 31, 2017) (SR-LCH SA-2017-006) (``Notice
006'' and jointly, the ``Notices'').
\5\ Securities Exchange Act Release No. 34-81818 (October 4,
2017), 82 FR 47277 (Oct. 11, 2017).
\6\ Securities Exchange Act Release No. 34-81819 (October 4,
2017) 82 FR 47257 (October 11, 2017).
---------------------------------------------------------------------------
II. Description of the Proposed Rule Changes
LCH SA proposed to offer clearing services for certain options on
index credit default swaps. A CDS Option is a contract that provides
the buyer of the option the right, but not the obligation, to either
buy or sell protection on the underlying index CDS, with the seller of
the CDS Option standing as the counterparty, at a predefined exercise
price on a specified exercise date. LCH SA proposed to clear CDS
Options for which the underlying is a European index CDS that is
currently cleared by LCH SA through its CDSClear service. Specifically,
LCH SA represented that it would offer clearing services only for CDS
Options for those contracts whose underlying index CDS is either the
on-the-run or on-the-run minus one Markit iTraxx Europe Index or the
Markit iTraxx Europe Crossover Index with 5-year tenors, and which will
have expiries of one, two, or three months.\7\
---------------------------------------------------------------------------
\7\ See generally, Notice 006, 82 FR at 41438. LCH SA
represented that extension of the CDS Clearing Service to clear CDS
Options that reference indices other than the Markit Itraxx Europe
Index would require amendments to the CDS Clearing Supplement, and
potentially to the Rule Book and certain risk methodology
documentation, and would therefore likely be subject to regulatory
review and approval. See Notice 006, 82 FR at 41438-39.
---------------------------------------------------------------------------
In order to effectuate this initiative, LCH SA has proposed rule
changes to its Rule Book, Clearing Supplement, CDS Clearing Procedures,
Dispute Resolution Protocol, CDSClear Margin Framework, and Default
Fund Methodology.
A. Changes to CDS Clearing Rule Book
As discussed in greater detail in the Notices, LCH SA proposed to
amend its Rule Book to adopt several new terms defining, and related
to, CDS Options. In addition, LCH SA proposed to modify the substance
of certain existing defined terms to account for the clearing of CDS
Options, and also proposed certain conforming and clarifying edits to
terms and provisions throughout the Rule Book. Furthermore, LHC SA
proposed additional edits to clarify the cross-border application of
its operations, and to correct inconsistencies, or make clarifications,
related to certain defined terms unrelated to the clearing of CDS
Options.\8\ The most significant changes to the Rule Book concern end-
of-day pricing procedures for CDS Options, the default management of
CDS positions, including CDS Options, and changes relating to the
mechanics of clearing CDS Options. Each of these changes is further
described below.
---------------------------------------------------------------------------
\8\ Notice 006, 82 FR at 41439-41440.
---------------------------------------------------------------------------
LCH SA proposed to add new processes for calculating end of day
prices for CDS Options, which will be used for related risk
calculations, valuing open positions, and calculating a Clearing
Member's margin requirement in connection with CDS Options. LCH SA also
proposed to amend its Rule Book to permit Clearing Members to make use
of the LCH SA settlement prices with respect to CDS Options in the same
way that Clearing Members are permitted to use the settlement prices
for CDS.\9\
---------------------------------------------------------------------------
\9\ Notice 006, 82 FR at 41440-41.
---------------------------------------------------------------------------
LCH SA's proposed rule changes also set forth amendments to its
Default Management Process, as set forth in Appendix 1 of its Rule
Book. In addition to proposing various conforming edits and amendments
to existing terms, as described in greater detail in the Notices, LCH
SA proposed to amend its Default Management Process to provide that
Clearing Members that are not registered for the CDS Option Clearing
Service would not be required to participate in the bidding process for
any Auction Package that contains cleared CDS Options. However, to the
extent that a Clearing Member that is not registered to clear CDS
Options submits winning bids for an Auction Package containing cleared
CDS Options, LCH SA proposed to establish a process for automatic
registration of that Clearing Member for the CDS Option clearing
service and an update to such Clearing Member's Product Family
Forms.\10\
---------------------------------------------------------------------------
\10\ Notice 006, 82 FR at 41441-42.
---------------------------------------------------------------------------
Finally, LCH SA proposed a number of operational changes with
respect to clearing CDS Options. For example, with respect to
membership, LCH SA proposed to add, among other things, a new article
setting forth the procedures for registration for LCH SA's CDS Option
clearing service. With respect to the clearing of CDS Options, LCH SA
proposed rule changes regarding the novation of contracts that would
provide that a cleared CDS Option would be replaced by two cleared
transactions, and also proposed edits to clarify that LCH SA would
calculate Clearing Member open positions by netting such cleared
transactions. Moreover, LCH SA proposed amending its Rule Book to
clarify that following a restructuring credit event or during other
specified periods, LCH SA is permitted to compress cleared CDS Option
transactions, and that premiums for such cleared transactions will be
netted.\11\
---------------------------------------------------------------------------
\11\ Notice 006, 82 FR at 41440.
---------------------------------------------------------------------------
B. Changes to Clearing Supplement
LCH SA also proposed amendments to its Clearing Supplement. Under
these proposed amendments, LCH SA would add a new Part C to the
Clearing Supplement to establish the economic terms specific to cleared
CDS Options transactions. Proposed Section 1 of Part C would generally
set forth definitions for terms contained in Part C of the Clearing
Supplement. Proposed Section 2 of Part C would set forth provisions for
the creation of cleared CDS Options, as well as for the creation of
cleared CDS Options transactions involving restructuring events, and
transactions resulting from the exercise of the option. In particular,
this section would provide the specific terms under which LCH SA and
the Clearing Member enter into such transactions upon their creation
and provides for the particulars of the confirmations of such
transactions, as well as the procedures for compression exercises for
cleared CDS Options transactions.\12\ Section 3 of proposed Part C
would establish relevant payment obligations for LCH SA and Clearing
Members in connection with CDS Options.
---------------------------------------------------------------------------
\12\ Notice 006, 82 FR at 41442.
---------------------------------------------------------------------------
Other provisions of proposed Part C of the Clearing Supplement
would flesh out terms relating to restructuring,
[[Page 55907]]
exercise and assignment of CDS Options. For example, proposed Section 4
of Part C would set forth the procedures used following certain credit,
succession, or restructuring events. Section 5 of proposed Part C would
establish requirements and procedures for the creation of paired
transactions, triggering and partial triggering conditions for
transactions following a determination of certain credit, succession or
restructuring events, as well as notification requirements related
thereto. Section 6 of Part C would establish procedures regarding
creation of paired transactions for exercised CDS Options, the clearing
of the transactions resulting from exercise, and delivery procedures
for various related notices and reports. These proposed procedures
would require LCH SA to notify the relevant matched buyers and sellers
with the identity of the buyer or seller, as applicable, following the
creation of each paired transaction by LCH SA resulting from an
exercised CDS Option. The proposed changes also provide, among other
things, that upon notification of exercise, the original CDS Option
transaction will be deemed terminated and a new exercised transaction
will be deemed to be created between the Clearing Members and LCH
SA.\13\
---------------------------------------------------------------------------
\13\ Notice 006, 82 FR at 41442-43.
---------------------------------------------------------------------------
The remaining provisions in proposed Part C of the Clearing
Supplement address settlement and other miscellaneous provisions. For
example Section 7 of proposed Part C of the Clearing Supplement would
provide that following exercise of a CDS Option, a new cleared index
CDS transaction will be entered into between the relevant Clearing
Members and LCH SA.\14\ Section 8 of Part C would set forth general
rules related notices, including provisions regarding timing and
delivery methods. Section 9 of proposed Part C would set forth
procedures regarding the creation of paired transactions via an
algorithm, address the registration of certain transactions resulting
from restructuring events, address the resetting of trade dates, set
forth mechanics for certain notices, and provide for the exercise of
CDS Options by CDS Option buyers and sellers that are matched by LCH
SA.\15\
---------------------------------------------------------------------------
\14\ Id.
\15\ Id.
---------------------------------------------------------------------------
C. Changes to CDS Clearing Procedures
LCH SA also proposed changes to the CDS Clearing Procedures that
would amend provisions regarding membership, margin and price alignment
interest, collateral and cash payment, eligibility requirements, and
CDS Option clearing operations. Regarding the membership provisions,
LCH SA proposed amendments that would clarify that Applicants would be
required to identify operational personnel that have knowledge of CDS
Options as part of its registration, and would also describe procedures
by which LCH SA will communicate approval of an application for
registration for the CDS Option clearing service to an applicant, as
well as procedures and conditions for withdrawal of registration from
the service.\16\
---------------------------------------------------------------------------
\16\ Notice 006, 82 FR at 41444.
---------------------------------------------------------------------------
Regarding margin, LCH SA proposed to modify Section 2.7 of its
Clearing Procedures to clarify that initial margin would cover the
costs associated with a default of a Clearing Member, as well as a
``double event of default,'' i.e., where the Clearing Member is the
seller of protection on the underlying CDS index. Further modifications
to Section 2.7 would include clarification that spread margin will be
calculated using spread and volatility variations, and that short
charge margin would be imposed in instances where a Clearing Member
acts as a protection seller with respect to a CDS Option, a single name
CDS transaction, or the CDS index underlying the CDS Option. Other
proposed amendments affecting margin include clarifying that self-
referencing protection margin would be imposed where a Clearing Member
acts as a protection seller with respect to the index CDS underlying a
CDS Option for which such member is, or becomes, a reference entity.
For Clearing Members acting as protection buyers with respect to the
index CDS underlying a CDS Option, LCH SA proposed to require that such
Clearing Members pay accrued fixed amount liquidation risk margin where
the exercise of that CDS Option falls in the margin calculation time
horizon. This margin add-on is designed to cover risks associated with
an event of default when certain accrued fixed amount payments are due
under the terms of the CDS Option during the period that the relevant
transactions are liquidated under LCH SA's Default Management
Process.\17\ LCH SA would also modify provisions relating to credit
event margin to specify that where a credit event occurs regarding a
reference entity that is the subject of a cleared transaction, each
Clearing Member will be required to pay credit event margin to cover
the risk of adverse changes in the estimated recovery rate arising in
the event of non-payment of variation margin on the part of the CDS
Option seller or CDS Option buyer with respect to a CDS Option
transaction. LCH SA also proposed to clarify that variation margin will
cover the change in market value of a CDS Option.\18\ Finally, LCH SA
proposed to amend its CDS Clearing Procedures to state that Clearing
Members are required to pay premiums to satisfy payment obligations
with respect to a CDS option position.
---------------------------------------------------------------------------
\17\ Id.
\18\ Id.
---------------------------------------------------------------------------
LCH SA also proposed various amendments related to member and
product eligibility requirements. With respect to provisions regarding
Clearing Member eligibility requirements, LCH SA proposed to amend
Section 4.1 of the CDS Clearing Procedures to require that a Clearing
Member be registered for the CDS Option clearing service in order to
clear such products, and to set forth eligibility requirements related
thereto. Regarding product eligibility requirements, LCH SA proposed to
add new Section 4.4 to the CDS Clearing Procedures that would set forth
criteria that LCH SA, in consultation with relevant internal
committees, would consider with respect to which CDS Options will be
eligible for clearing, as well as procedures for Clearing Members to
submit a CDS Option for clearing in certain circumstances where the
transaction is a risk reducing transaction, even if the relevant
eligibility criteria are not satisfied. The proposed amendments would
also require LCH SA to publish a list of clearing eligible CDS
Options.\19\
---------------------------------------------------------------------------
\19\ Id.
---------------------------------------------------------------------------
LCH SA also proposed to amend Section 5 of the CDS Clearing
Procedures, which addresses LCH SA's CDS clearing operations, to
provide a description of the trade compression process with respect to
CDS Options. Other proposed amendments to Section 5 include procedures
to ensure that cleared transactions are stored and replicated on LCH
SA's systems. Furthermore, the procedures describing the process for
calculating end-of-day prices using data contributed by Clearing
Members would be amended to account for CDS Options (as described more
fully in the Notices), including amendments providing for procedures to
effect cross trades where submitted prices from market participants do
not reflect quoted daily prices for a particular CDS Option, and for
calculating the variation margin requirement for CDS Options in the
[[Page 55908]]
event that necessary data is not received.\20\
---------------------------------------------------------------------------
\20\ Notice 006, 82 FR at 41444-45.
---------------------------------------------------------------------------
Additional changes relating to organization and numbering of
various Rule Book and/or policy and procedure provisions, as well as
certain conforming edits that were proposed are not discussed here, but
are described in detail in the Notices.
D. Changes to Dispute Resolution Protocol
LCH SA also proposed amendments to its Dispute Resolution Protocol
that would specify that the Dispute Resolution Protocol would apply
where the parties to the arbitration include a seller or buyer of a CDS
Option, and where the dispute in question arises from cleared matched
transactions resulting from exercise of the CDS Option or from
restructuring events.\21\
---------------------------------------------------------------------------
\21\ Notice 006, 82 FR at 41445.
---------------------------------------------------------------------------
E. Changes to CDSClear Margin Framework
As described in greater detail in the Notices, LCH SA proposed
several amendments to its CDSClear Margin Framework. These changes are
as follows:
1. Changes Regarding CDS Option Pricing
In addition to providing a revised organizational structure for the
CDSClear Margin Framework, LCH SA proposed a new section describing the
methodology to price CDS Options. The proposed pricing section would
add a description of the methodology used to price CDS Options,
including a proposal to adopt a modified version of a market standard
model developed by Bloomberg that makes adjustments to the Black-
Scholes model (``Bloomberg Model''). LCH SA represented that this model
is commonly used by dealers and buy-side participants.\22\
---------------------------------------------------------------------------
\22\ Notice 007, 82 FR at 39623.
---------------------------------------------------------------------------
In conjunction with use of the modified Bloomberg Model, LCH SA
proposed to adopt provisions to account for implied volatility. In
particular, LCH SA proposed to use a stochastic volatility inspired
(``SVI'') model in constructing volatility surfaces, as well as to
price (or reprice) CDS Options and interpolate implied volatilities
derived from the modified Bloomberg Model.\23\ Regarding data required
to calculate historical implied volatilities, LCH SA would adopt a
section describing the database that would cover a 10-year look-back
period, as well as the data that LCH SA would use to construct
historical implied volatility in the case of missing at-the-money
volatility and SVI data points in the historical time series data. As
part of its end-of-day process for gathering price data from Clearing
Members, LCH SA proposed to implement a new price submission mechanism
for CDS Options that would, similar to the end-of-day price submission
process for CDS, require Clearing Members to contribute prices for CDS
Options where the members have at least one open position on one strike
for a particular expiry. These contributed prices, in turn, would be
used for marking the options book, if certain conditions are met. If
such conditions are not met, LCH SA proposed to fall back to Markit's
composite prices or use other pre-defined rules to fill in missing
data.\24\
---------------------------------------------------------------------------
\23\ Id.
\24\ Notice 007, 82 FR at 39623-24.
---------------------------------------------------------------------------
The purpose of these proposed changes is to provide for a
methodology and model for pricing CDS Options, as well as to establish
a process of obtaining pricing information from Clearing Members in
order to allow LCH SA to accurately evaluate the value of the positions
that Clearing Members take, and thereby allow LCH SA to measure its
exposures to Clearing Members.
2. Changes to Total Initial Margin
As described in greater detail in the Notices, LCH SA proposed to
revise its CDSClear Margin Framework to mitigate the risks associated
with clearing CDS Options. LCH SA's margin model is currently composed
of six components: (1) Self-referencing margin, (2) spread margin, (3)
short charge, (4) wrong-way risk margin, (5) interest rate risk margin,
and (6) recovery rate margin. LCH SA proposes to add a new seventh
margin component, vega margin, specifically to address volatility risk
posed by CDS Options.
a. Self-Referencing Margin
Under its current CDSClear Margin Framework, LCH SA uses self-
referencing margin to capture the profit and loss (``P&L'') impact
resulting from a Clearing Member defaulting on a sold-protection
position in CDS referencing its own name with zero recovery. Currently,
LCH SA has established this self-referencing margin for CDS only. For
CDS Options, LCH SA proposed to implement a methodology to measure
spread margin that will calculate the P&L impact from a Clearing Member
defaulting on a sold-protection position in CDS referencing the
Clearing Member by taking the difference between the CDS Option's
current value and the value after incorporating a loss amount in the
underlying CDS index.\25\ The purpose of these proposed changes is to
ensure that LCH SA can appropriately account for the impact of Clearing
Members defaulting on sold-protection positions that underlie the CDS
Options LCH SA proposed to clear in a fashion similar to that which LCH
SA has in place for CDS.
---------------------------------------------------------------------------
\25\ Notice 007, 82 FR at 39624.
---------------------------------------------------------------------------
b. Spread Margin
Under the CDSClear Margin Framework, as currently constituted, LCH
SA calculates a spread margin component using a value-at-risk (``VaR'')
model to construct a distribution of potential losses based on
simulated scenarios using joint credit spread and volatility variations
taken from past observations and then calculates the expected shortfall
based on a quantile of the worst losses that could arise in those
scenarios. In order to adapt the spread margin component to account for
the clearing of CDS Options, LCH SA proposed to apply to CDS Options
the approach it currently uses for CDS with two adjustments. First, LCH
SA proposed to calculate simulated volatilities by defining a shifted
volatility curve for each option expiry date, in addition to the
simulated credit spreads currently used for CDS. LCH SA would then use
both simulated volatilities and simulated credit spreads to calculate
estimated CDS Option values which would, in turn, be used as an input
in the VaR model to establish an expected shortfall amount. Second, to
account for CDS Options that expire within the 5-day margin period of
risk, which is necessary to ensure that underlying indices can be
automatically cleared by LCH SA upon exercise, LCH SA proposed to add
spread margin provisions regarding whether a CDS Option would be
exercised upon expiry based on a consideration of the CDS Option's
present value on the date of expiry. Should LCH SA determine that a CDS
Option would be exercised, it would take the resulting index CDS
position into account as part of the expected shortfall
calculation.\26\
---------------------------------------------------------------------------
\26\ Id.
---------------------------------------------------------------------------
c. Changes to the Short Charge
For the short charge component of its initial margin, which is
designed to address jump-to-default risk, LCH SA currently uses the
greater of its (i) ``global short charge,'' which is derived from a
Clearing Member's largest net short exposure for CDS contracts and its
top net short exposure among the three riskiest reference entities
(with respect
[[Page 55909]]
to any entity type), and (ii) the ``high-yield short charge,'' which is
derived from a Clearing Member's top net short exposure (with respect
to high yield CDS) and its top two net short exposures among the three
riskiest reference entities in the high yield category. In order to
adapt the short charge margin for CDS Options, LCH SA proposed to
consider the P&L impact of a credit event experienced by a constituent
of an index CDS underlying the CDS Option to determine the short
exposure for CDS Options. LCH SA also proposed to adopt an
approximation approach to define changes in the CDS Option price
relative to the total loss in the underlying index instead of repricing
the CDS Option each day based on the spread level of the underlying and
at-the-money volatility.\27\
---------------------------------------------------------------------------
\27\ Notice 007, 82 FR at 39624-25.
---------------------------------------------------------------------------
LCH SA proposed additional adjustments to the short charge margin
component to accommodate the clearing of CDS Options. First, when
calculating total short exposure for a reference entity, instead of
using the current spread, which is LCH SA's approach for index CDS
initial margin, total short exposure would be calculated for each day
within the 5-day margin period of risk using simulated credit spread
and at-the-money volatility data for CDS and CDS Options. Second, to
address the non-linear nature of options, the total short exposure
would not be the sum of P&L impacts of each individual entity's default
where such entities are selected for calculating the global short
charge, HY short charge, and financial short charge. Instead, LCH SA
proposed to calculate each of these charges by considering the combined
P&L impacts of simultaneous defaults of selected entities. Third, LCH
SA proposed to compare three expected shortfall amounts to disaggregate
the total short exposure in a manner that permits separate calculation
of the short charge margin associated with the P&L impact of the jump-
to-default risk at the portfolio level and the spread margin that
reflects the P&L impact that associated with changes in spreads and at-
the-money volatility. LCH SA represented that these calculations
facilitate implementation of limits on portfolio margin required under
the European Market Infrastructure Regulation and the financial short
charge, among other things.\28\ Finally, LCH SA also proposed to
consider the impact of option expiry on the P&L as part of the short
charge calculation by considering cases in which the option exercise
decision occurs before the occurrence of two credit events, and cases
where the two credit events occur before option exercise. LCH SA
proposed to use the worst case of these scenarios as part of the short
charge calculation.\29\ LCH SA proposed these changes to ensure that it
adequately addresses the jump-to-default risk associated with clearing
CDS Options.
---------------------------------------------------------------------------
\28\ Notice 007, 82 FR at 39625.
\29\ Notice 007, 82 FR at 39624-25.
---------------------------------------------------------------------------
d. Changes to Interest Rate Risk Margin
LCH SA also proposed modifications to interest rate risk margin.
Under its current CDSClear Margin Framework, LCH SA calculates its
interest rate risk margin by shifting interest rate curves and
repricing the CDS portfolio. To accommodate clearing of CDS Options,
LCH SA proposed to amend the methodology for calculating the interest
rate risk margin component by providing for a repricing of CDS Option
positions that uses the same ``bump'' parameters computed by taking the
99.7 percent quantile of the interest rate return using the same sample
of dates in the spread historical database.\30\ The changes proposed
regarding interest rate risk margin are designed to ensure that LCH SA
considers the risks to CDS Options associated with moves in interest
rates.
---------------------------------------------------------------------------
\30\ Notice 007, 82 FR at 39625.
---------------------------------------------------------------------------
e. Addition of Vega Margin
As described in greater detail in the Notices, LCH SA proposed to
add a new vega margin component to its initial margin framework. The
new vega margin would consider option premium changes when skew is
shifted by an extreme move, define shifts of the skew by multiplying a
standard deviation of returns of historical skews by a percentile for a
given probability threshold, and consider similar shocks on the
volatility of volatility.\31\ The vega margin is intended to capture
the risk of skew and volatility of volatility associated with the CDS
Options.
---------------------------------------------------------------------------
\31\ Notice 007, 82 FR at 39625-26.
---------------------------------------------------------------------------
f. Liquidity Risk Margin
LCH SA proposed changes to the liquidity risk margin to accommodate
portfolios that contain CDS Options. For CDS, under the current
Framework, LCH SA calculates the liquidity risk margin by estimating
the cost of liquidating a CDS portfolio. To calculate the liquidity
charge for portfolios that include CDS Options, LCH SA proposed to
consider the CDS Options separately from CDS, with the liquidity charge
of the CDS Options based on the likely cost of any vega hedging that
would be required in the event that a portfolio of CDS Options needs to
be liquidated. LCH SA would then compute the portfolio liquidity charge
as the sum of the liquidity charge for the CDS component of a portfolio
and the liquidity charge for the CDS Options component.\32\ The
proposed changes are intended to permit LCH SA to consider the cost of
liquidating portfolios that contain CDS Options.
---------------------------------------------------------------------------
\32\ Notice 007, 82 FR at 39626.
---------------------------------------------------------------------------
g. Changes to Accrued Coupon Liquidation Risk Margin
LCH SA proposed changes to its accrued coupon liquidation risk
margin to accommodate the clearing of CDS Options. Specifically, LCH SA
stated that with respect to CDS Options, it would be exposed to coupon
payment risk only if the option expiry falls within the 5-day
liquidation period and the option is exercised. Consequently, LCH SA
proposed to set the accrued coupon for CDS Options with an expiry of
more than five days at zero, and the accrued coupon for options
contracts with expiry falling within the 5-day liquidation period would
be the accrued coupon for five days, if the options are exercised.\33\
The proposed changes are intended to allow LCH SA to cover the risk of
additional coupon costs associated with CDS Options during the 5-day
liquidation period.
---------------------------------------------------------------------------
\33\ Id.
---------------------------------------------------------------------------
h. Credit Event Margin
LCH SA also proposed to adjust its method for calculating credit
event margin to accommodate CDS Options. Currently, LCH SA addresses
risks associated with hard credit events due to uncertain recovery
rates prior to an auction by imposing a margin that would cover an
adverse 25 percent absolute recovery rate move from the credit event
determination date up to--and including--the auction date. As discussed
in greater detail in the Notices, to better capture the risk stemming
from clearing CDS Options, in cases where several credit events occur,
LCH SA proposed to calculate credit event margin for each affected CDS
and CDS Option contract by considering adverse recovery moves that
could be a combination of upward, downward, or flat for the various
entities in the portfolio instead of summing the credit event margin
covering 25 percent adverse recovery rate moves for each reference
entity. Under this proposed approach, the aggregate P&L at the level of
the CDS and CDS Options contract would be the credit event margin for
the portfolio. Additionally, for restructuring
[[Page 55910]]
events, LCH SA proposed to address each maturity separately instead of
netting positions with the same reference entity due to the fact that
different auctions may be held depending on the maturity of the
contracts. Finally, LCH SA proposed some revisions regarding
terminology for credit event margin, which is also described in greater
detail in the Notices. For restructuring events, because different
auctions may be held depending on the maturity of the contracts,
recovery rates could differ across all contracts with differing
maturity dates. Consequently, LCH SA proposed to consider each maturity
separately instead of netting all positions with the same reference
entity.\34\ The proposed changes are designed to allow LCH SA to cover
the risks associated with the occurrence of several credit events, and
to account for the effect of differing maturities.
---------------------------------------------------------------------------
\34\ Id.
---------------------------------------------------------------------------
i. Changes To Streamline Descriptions and Improve Readability
Finally, LCH SA proposed non-substantive changes that include
moving sections discussing cash flow exchanges, contingency variation
margin, and extraordinary margin to eliminate redundancy and improve
readability.\35\
---------------------------------------------------------------------------
\35\ Notice 007, 82 FR at 39627.
---------------------------------------------------------------------------
F. Changes to the Default Fund Methodology
LCH SA proposed several changes to its Default Fund Methodology to
accommodate the clearing of CDS Options. Under its current approach,
the primary component of LCH SA's Default Fund Methodology is the
identification of stress scenarios designed to impose market moves that
are considered extreme but plausible above those that are used in the
margin calculation in order to determine P&L impacts on Clearing Member
portfolios. The two largest stress testing losses over initial margin
(``STLOIM'') across all Clearing Member portfolios are then used by LCH
SA, plus a 10 percent buffer, to size LCH SA's default fund.\36\
---------------------------------------------------------------------------
\36\ Id.
---------------------------------------------------------------------------
To accommodate the clearing of CDS Options, LCH SA proposed to
amend the its Default Fund Methodology to take into account the new
vega margin by adding a stressed vega margin calculation to LCH SA's
stress test scenarios. In addition, LCH SA would add a new set of
scenarios (referred to as ``Volatility Scenarios'') that would consider
movements in the implied at-the-money volatilities of index families
for historical and theoretical stress scenarios. Further amendments
would result in a new method for calculating the stressed spread margin
component of the STLOIM. Under the proposed modifications, the new
calculation for stressed spread margin would take into account at-the-
money implied volatility moves for CDS Options and calculate the
stressed spread margin in two scenarios: (1) Historical scenarios
covering credit spread moves and at-the-money implied movements in
combination; and (2) theoretical scenarios covering credit spread
movements and at-the-money implied volatility moves independently.
Changes to the stressed short charge component of STLOIM would be made
to incorporate terms relevant to CDS Options, and the new stressed
short charge calculation would largely follow the approach used for the
short charge calculation as part of the initial margin framework to
consider the non-linear nature of CDS Options, except that the number
of entities assumed to be in default would be higher for the stressed
short charge.
As noted above, LCH SA proposed to implement a new stressed vega
margin component to the STLOIM calculation. This new stressed vega
margin component would be calculated in the same manner as the vega
margin component, except that it would use a higher quantile.
Additionally, a new section entitled ``Exercise Management'' would be
added to the Default Fund Methodology that would take into account the
impact of CDS Options that expire within the 5-day liquidation period,
and another new section would be added that would set forth the P&L
scenarios that are considered part of the Default Fund Methodology,
including providing for a stressed spread margin calculation for
specific products.\37\ These proposed changes are designed to ensure
that LCH SA properly sizes the default fund to cover the two largest
STLOIMs across all Clearing Member portfolios while taking into account
that such portfolios may now include CDS Options.
---------------------------------------------------------------------------
\37\ Id.
---------------------------------------------------------------------------
III. Discussion and Commission Findings
Section 19(b)(2)(C) of the Act \38\ directs the Commission to
approve a proposed rule change of a self-regulatory organization if the
Commission finds that the proposed rule change is consistent with the
requirements of the Act and the rules and regulations thereunder
applicable to such self-regulatory organization. Section 17A(b)(3)(F)
of the Act \39\ requires, among other things, that the rules of a
registered clearing agency be designed to promote the prompt and
accurate clearance and settlement of securities transactions and, to
the extent applicable, derivative agreements, contracts, and
transactions, as well as to assure the safeguarding of securities and
funds which are in the custody or control of the clearing agency or for
which it is responsible, and to protect investors and the public
interest. Rule 17Ad-22(e)(1) \40\ requires a covered clearing agency to
establish, implement, maintain and enforce policies and procedures that
are reasonably designed to provide for a well-founded, clear,
transparent and enforceable legal basis for each aspect of its
activities in all relevant jurisdictions.
---------------------------------------------------------------------------
\38\ 15 U.S.C. 78s(b)(2).
\39\ 15 U.S.C. 78q-1(b)(3)(F).
\40\ 17 CFR 240.17Ad-22(e)(1).
---------------------------------------------------------------------------
Rule 17Ad-22(b)(2) \41\ requires, in relevant part, a registered
clearing agency that performs central counterparty services to
establish, implement, maintain and enforce written policies and
procedures reasonably designed to use margin requirements to limit its
credit exposures to participants under normal market conditions and use
risk-based models and parameters to set margin requirements. Rules
17Ad-22(e)(6)(i), (iv), and (v) \42\ require a covered clearing agency
that provides central counterparty services to establish, implement,
maintain and enforce written policies and procedures reasonably
designed to cover its credit exposures to its participants by
establishing a risk-based margin system that, at a minimum considers,
and produces margin levels commensurate with, the risks and particular
attributes of each relevant product, portfolio, and market, uses
reliable sources of timely price data, and uses procedures and sound
valuation models for addressing circumstances in which pricing data are
not readily available or reliable, and that uses an appropriate method
for measuring credit exposures that accounts for relevant product risk
factors and portfolio effects across products.
---------------------------------------------------------------------------
\41\ 17 CFR 240.17Ad-22(b)(2).
\42\ 17 CFR 240.17Ad-22(e)(6)(i), (iv), and (v).
---------------------------------------------------------------------------
Rule 17Ad-22(b)(3) \43\ requires, in relevant part, a registered
clearing agency that performs central counterparty services to
establish, implement, maintain and enforce written policies and
procedures reasonably designed to maintain
[[Page 55911]]
additional financial resources sufficient to withstand, at a minimum, a
default by the two participant families to which it has the largest
exposures in extreme but plausible market conditions where such
registered clearing agency acts as a central counterparty for security-
based swaps. Rules 17Ad-22(e)(4)(i) and (ii) \44\ require a covered
clearing agency to establish, implement, maintain and enforce written
policies and procedures reasonably designed to effectively identify,
measure, monitor, and manage its credit exposures to participants and
those arising from its payment, clearing, and settlement processes,
including by maintaining sufficient financial resources to cover its
credit exposure to each participant fully with a high degree of
confidence and, for a covered clearing agency involved in activities
with a more complex risk profile,\45\ maintaining additional financial
resources at a minimum to enable it to cover a wide range of
foreseeable stress scenarios that include, but are not limited to, the
default of the two participant families that would potentially cause
the largest aggregate credit exposure for the covered clearing agency
in extreme but plausible market conditions.
---------------------------------------------------------------------------
\43\ 17 CFR 240.17Ad-22(b)(3).
\44\ 17 CFR 240.17Ad-22(e)(4)(i) and (ii).
\45\ Rule 17Ad-22(a)(4)(i) defines a covered clearing agency
involved in activities with a more complex risk profile as a
clearing agency registered with the Commission under Section 17A of
the Act that provides central counterparty services for security-
based swaps. See 17 CFR 240.17Ad-22(a)(4)(i).
---------------------------------------------------------------------------
For the reasons discussed below, after reviewing the proposed rule
changes as a whole, including the representation that LCH SA is
limiting its clearing services for CDS Options to the specific
underlying CDS indices, tenors and option expiries specified
herein,\46\ the Commission finds that the proposed rule changes, which
seek to amend LCH SA's Rule Book, Clearing Supplement, CDSClear
Procedures, Dispute Resolution Protocol, CDSClear Margin Framework, and
Default Fund Methodology to permit LCH SA to clear options on index
credit default swaps (``CDS Options''), are consistent with Section 17A
of the Act and the applicable provisions of Rule 17Ad-22 thereunder.
---------------------------------------------------------------------------
\46\ See supra note 7 and accompanying text.
---------------------------------------------------------------------------
A. Changes to LCH SA's Rule Book, and Policies and Procedures
The Commission finds that the proposed changes to LCH SA's Rule
Book and Policies and Procedures are consistent with the requirements
of Section 17A(b)(3)(F) regarding prompt and accurate clearance and
settlement, and Exchange Act Rule 17Ad-22(e)(1). LCH SA proposed to
modify its Rule Book, Clearing Supplement, CDSClear Procedures, and
Dispute Resolution Protocol to extend its established legal framework
to govern the clearing of CDS Options, to provide for managing defaults
associated with CDS Options, and to apply membership obligations to
Clearing Members seeking to register for the CDS Option clearing
service. Among other things, the proposed amendments provided for
definitions for various terms relevant to CDS Options, and amended
existing terms to accommodate clearing CDS Options. Further, the
proposed amendments would establish a process for applying for
membership in the CDS Option clearing service, thereby requiring
members to satisfy LCH SA's financial and operational requirements, as
well as contractual obligations regarding performance. These
obligations include those arising under LCH SA's default management
process, which would also be amended to accommodate the clearing of CDS
Options. Consequently, the Commission believes that by creating
registration and membership obligations for entities seeking to
participate in the CDS Option Clearing Service, and by adapting its
CDSClear Procedures and Clearing Supplement to address operational
aspects associated with clearing CDS Options, LCH SA has rules that are
designed to ensure that Clearing Members participating in the CDS
Option clearing service have the requisite ability to meet financial
and operational obligations associated with clearing CDS Options,
thereby ensuring the prompt and accurate clearance and settlement of
such transactions. Therefore, the Commission finds that the proposed
rule changes are consistent with Section 17A(b)(3)(F) of the Act.
Additionally, based on these proposed changes, the Commission
believes that LCH SA will be able to provide for a well-founded and
enforceable legal basis for clearing CDS Options in jurisdictions in
which LCH SA operates, similar to that established for the clearing of
CDS. Moreover, because the documents that are the subject of the
proposed amendments are available on LCH SA's public internet site, or
provided to Clearing Members, the Commission believes that the policies
and procedures applicable to members of the CDS Option clearing service
are sufficiently clear and transparent. As a result, the Commission
finds that the proposed changes affecting LCH SA's Rule Book, and other
policies and procedures are consistent with the requirements of Rule
17Ad-22(e)(1).
B. Changes to CDSClear Margin Framework and Default Fund Methodology
The Commission finds that the proposed rule changes regarding LCH
SA's CDSClear Margin Framework and Default Fund Methodology are
consistent with the requirements of Section 17A(b)(3)(F) and Rules
17Ad-22(b)(2), (b)(3), (e)(4)(i) and (ii), and (e)(6)(i), (iv) and (v).
1. CDSClear Margin Framework
LCH SA proposed to amend its CDSClear Margin Framework to add a
pricing methodology for CDS Options, based on a modified Bloomberg
Model, and to add a process for obtaining pricing inputs from Clearing
Members. By implementing a pricing methodology and process for
obtaining pricing information from Clearing Members, the Commission
believes that LCH SA will be able to adequately and consistently
determine the value of the CDS Options it clears, and will also be able
to appropriately mark the positions on a daily basis. As a result, the
Commission finds that the proposed rule changes regarding LCH SA's
pricing model and mechanism promote the prompt and accurate clearance
and settlement of CDS Options and are consistent with the requirements
of Section 17A(b)(3)(F) of the Act. Furthermore, because LCH SA
proposed changes that would result in LCH SA relying on the Markit
Composite or using other pre-defined rules to fill in missing data and
complete the marking process, the Commission believes that the proposed
rule changes provide that LCH SA has policies and procedures that are
reasonably designed to ensure that LCH SA uses reliable sources of
timely price data and uses procedures and sound valuation models for
addressing circumstances in which pricing data are not readily
available or reliable. Therefore, the Commission finds that the
proposed rule changes are consistent with the requirements of Rule
17Ad-22(e)(6)(iv).
In addition, LCH SA proposed to amend its CDSClear Margin Framework
to account for clearing CDS Options. Among other things, LCH SA
proposed amending its self-referencing margin to calculate the P&L
impact on a CDS Option based on losses in the underlying index CDS. In
addition, LCH SA proposed to amend its spread margin to incorporate
simulated volatilities that complement simulated credit spreads in the
value-at-risk model LCH SA uses. Moreover, LCH SA
[[Page 55912]]
proposed to amend its short charge to account for the P&L impact of a
credit event on the reference obligations of a constituent of the
underlying index CDS has on a CDS Option. Furthermore, LCH SA also
proposed other amendments, described in greater detail in section
II.e.2, above and in the Notices, to incorporate at-the-money
volatility data, account for the non-linearity of CDS Options by
considering the combined P&L impacts of simultaneous defaults, and to
consider the impact of option expiry. LCH SA also proposed to amend its
interest rate margin to calculate the P&L impact on CDS Options due to
changes in interest rates, and proposed to introduce a new margin
component, vega margin, to capture the risks associated with skew and
volatility of volatility that specifically affect CDS Options.
Similarly, LCH SA proposed amendments to its liquidity risk margin to
account for the costs associated with vega hedging a portfolio of CDS
Options, proposed changes to the accrued coupon liquidation risk margin
to account for exposures to CDS Options during the 5-day liquidation
period, and proposed changes to its credit event margin to account for
different maturities separately and to consider combinations of upward,
downward or flat recovery rate moves.
Based on these proposed changes, the Commission believes that LCH
SA will have rules that are designed to collect and maintain financial
resources intended to cover the risks to which LCH SA is exposed in
connection with offering clearing services for CDS Options. As a
result, the Commission believes that LCH SA will be able to minimize
the risk that the losses associated with the default of a participant
(or participants) in the clearing service for CDS Options will extend
to other participants in the service or negatively affect the U.S.
financial system as a whole. Consequently, the Commission believes that
the proposed rule changes will provide for rules that permit LCH SA to
be able to safeguard the securities and funds which are in its custody
or control or for which it is responsible, and to be able to protect
investors and the public interest. Accordingly, the Commission finds
that the proposed rule changes are consistent with the requirements of
Section 17A(b)(3)(F).
Moreover, considering these proposed changes as a whole, the
Commission believes that the proposed rule changes will ensure that LCH
SA uses margin requirements to limit its credit exposures to Clearing
Members participating in the CDS Option clearing service. The
Commission also believes that by changing its margin framework to add
the new vega margin and revise existing individual margin components as
described above, LCH SA reasonably considers the risks specific to CDS
Options (including consideration of risks associated with skew and
volatility of volatility, among others), and establishes an appropriate
method for measuring its credit exposures to Clearing Members
participating in the CDS Option clearing service. As a result, the
Commission finds that the proposed rule changes are consistent with the
requirements of Rules 17Ad-22(b)(2) and (e)(6)(i) and (v).
2. Default Fund Methodology
LCH SA also proposed to amend its existing Default Fund Methodology
to address the additional risks associated with clearing CDS Options.
As described above, the Default Fund Methodology is designed to
identify stress scenarios that impose extreme but plausible market
moves in order to calculate stress losses in excess of margin. These
losses are then used to size LCH SA's Default Fund. Among other things,
LCH SA proposed to amend its Default Fund Methodology to take into
account the new vega margin by adding a stressed vega margin, new
Volatility Scenarios, and adopt a new method for calculating the
stressed spread margin that would take into account at-the-money
implied volatility moves for CDS Options in the stress scenarios used
to size the CDSClear default fund. Based on these amendments, the
Commission believes that LCH SA appropriately extends its existing
Default Fund Methodology to address the clearing of CDS Options, and as
a result will be able to maintain financial resources adequate to cover
the risks associated with clearing CDS Options, including sufficient
resources to enable LCH SA cover its credit exposure to each
participant fully with a high degree of confidence and to cover the
default of the two participant families to which LCH SA has exposures
in extreme but plausible market conditions. Accordingly, the Commission
finds that the proposed rule changes amending LCH SA's Default Fund
Methodology are consistent with the requirements of Rule 17Ad-22(b)(3)
and (e)(4)(i) and (ii).
IV. Conclusion
It is therefore ordered pursuant to Section 19(b)(2) of the Act
that the proposed rule changes (SR-LCH SA-2017-006 and SR-LCH SA-2017-
007) be, and hereby are, approved.\47\
---------------------------------------------------------------------------
\47\ In approving the proposed rule changes, the Commission
considered the proposals' impact on efficiency, competition, and
capital formation. 15 U.S.C. 78c(f).
For the Commission by the Division of Trading and Markets,
pursuant to delegated authority.\48\
---------------------------------------------------------------------------
\48\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-25354 Filed 11-22-17; 8:45 am]
BILLING CODE 8011-01-P