2024/03/13 - Fairways Debt - RFRs, Term RFRs and Average RFRs Now Available for Caps, Floors and Collars in the Platform

Indexes based on RFRs, Term RFRs and Average RFRs are now available for caps, floors and collars defined as transactions or floating rate options in the platform. These indexes will be available at a later date in the Pricers application, the Risk application and also the Quick Quotation module.

Following this implementation, recent valuation fixes may cause movements on the Mark-to-Market indicator for caps, floors and collars using the indexes listed below. Please note that these changes only apply to Mark-to-Market indicators and do not affect the calculation of interest payments and accruals.

  • IBOR: Discounting was previously based on the IBOR zero coupon curve, but market standards require using the RFR zero coupon curve (when available).
  • Term RFR and Average RFR for caps, floors and collars: Since these indexes were not previously supported, valuations were incorrect. These indexes are now valued in line with market standards.
  • RFR for collars: Since these indexes were not previously supported, valuations were incorrect. These indexes are now valued in line with market standards.
  • IBOR, RFR, Term RFR and Average RFR: Previously, if market data was missing for a given transaction (e.g. missing volatility surface), all market data from the same date was used. The latest available market data per item is now used.

See also Mark-to-Market (MTM) Data for more information on the supported combinations of indexes and currencies.

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