CreditQualifyingParameters20.java

package org.drip.sample.simmsettings;

import java.util.List;
import java.util.Set;

import org.drip.measure.stochastic.LabelCorrelation;
import org.drip.numerical.common.FormatUtil;
import org.drip.service.env.EnvManager;
import org.drip.simm.credit.CRBucket;
import org.drip.simm.credit.CRQBucketCorrelation20;
import org.drip.simm.credit.CRQSettingsContainer20;
import org.drip.simm.credit.CRQSystemics20;

/*
 * -*- mode: java; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*-
 */

/*!
 * Copyright (C) 2018 Lakshmi Krishnamurthy
 * 
 *  This file is part of DRIP, a free-software/open-source library for buy/side financial/trading model
 *  	libraries targeting analysts and developers
 *  	https://lakshmidrip.github.io/DRIP/
 *  
 *  DRIP is composed of four main libraries:
 *  
 *  - DRIP Fixed Income - https://lakshmidrip.github.io/DRIP-Fixed-Income/
 *  - DRIP Asset Allocation - https://lakshmidrip.github.io/DRIP-Asset-Allocation/
 *  - DRIP Numerical Optimizer - https://lakshmidrip.github.io/DRIP-Numerical-Optimizer/
 *  - DRIP Statistical Learning - https://lakshmidrip.github.io/DRIP-Statistical-Learning/
 * 
 *  - DRIP Fixed Income: Library for Instrument/Trading Conventions, Treasury Futures/Options,
 *  	Funding/Forward/Overnight Curves, Multi-Curve Construction/Valuation, Collateral Valuation and XVA
 *  	Metric Generation, Calibration and Hedge Attributions, Statistical Curve Construction, Bond RV
 *  	Metrics, Stochastic Evolution and Option Pricing, Interest Rate Dynamics and Option Pricing, LMM
 *  	Extensions/Calibrations/Greeks, Algorithmic Differentiation, and Asset Backed Models and Analytics.
 * 
 *  - DRIP Asset Allocation: Library for model libraries for MPT framework, Black Litterman Strategy
 *  	Incorporator, Holdings Constraint, and Transaction Costs.
 * 
 *  - DRIP Numerical Optimizer: Library for Numerical Optimization and Spline Functionality.
 * 
 *  - DRIP Statistical Learning: Library for Statistical Evaluation and Machine Learning.
 * 
 *  Licensed under the Apache License, Version 2.0 (the "License");
 *   	you may not use this file except in compliance with the License.
 *   
 *  You may obtain a copy of the License at
 *  	http://www.apache.org/licenses/LICENSE-2.0
 *  
 *  Unless required by applicable law or agreed to in writing, software
 *  	distributed under the License is distributed on an "AS IS" BASIS,
 *  	WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 *  
 *  See the License for the specific language governing permissions and
 *  	limitations under the License.
 */

/**
 * CreditQualifyingParameters20 demonstrates the Extraction and Display of ISDA SIMM 2.0 Single/Cross
 *  Currency Credit Qualifying Bucket Risk Weights, Systemics, and Correlations. The References are:
 *  
 *  - Andersen, L. B. G., M. Pykhtin, and A. Sokol (2017): Credit Exposure in the Presence of Initial Margin,
 *  	https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2806156, eSSRN.
 *  
 *  - Albanese, C., S. Caenazzo, and O. Frankel (2017): Regression Sensitivities for Initial Margin
 *  	Calculations, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2763488, eSSRN.
 *  
 *  - Anfuso, F., D. Aziz, P. Giltinan, and K. Loukopoulus (2017): A Sound Modeling and Back-testing
 *  	Framework for Forecasting Initial Margin Requirements,
 *  	https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2716279, eSSRN.
 *  
 *  - Caspers, P., P. Giltinan, R. Lichters, and N. Nowaczyk (2017): Forecasting Initial Margin Requirements
 *  	- A Model Evaluation https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2911167, eSSRN.
 *  
 *  - International Swaps and Derivatives Association (2017): SIMM v2.0 Methodology,
 *  	https://www.isda.org/a/oFiDE/isda-simm-v2.pdf.
 * 
 * @author Lakshmi Krishnamurthy
 */

public class CreditQualifyingParameters20
{

	private static final void RiskWeights()
	{
		Set<Integer> bucketIndexSet = CRQSettingsContainer20.BucketSet();

		System.out.println
			("\t||-------------------------------------------------------------------------------------------------------------||");

		System.out.println
			("\t||                               2.0 CREDIT QUALIFYING BUCKETS RISK WEIGHT                                     ||");

		System.out.println
			("\t||-------------------------------------------------------------------------------------------------------------||");

		System.out.println
			("\t||                                                                                                             ||");

		System.out.println
			("\t||        L -> R:                                                                                              ||");

		System.out.println
			("\t||                - Bucket Number                                                                              ||");

		System.out.println
			("\t||                - Bucket Quality                                                                             ||");

		System.out.println
			("\t||                - Bucket Risk Weight                                                                         ||");

		System.out.println
			("\t||                - Bucket Sector                                                                              ||");

		System.out.println
			("\t||-------------------------------------------------------------------------------------------------------------");

		for (int bucketIndex : bucketIndexSet)
		{
			CRBucket creditQualifyingBucket = CRQSettingsContainer20.Bucket (bucketIndex);

			String sectorArrayDump = "";

			String[] sectorArray = creditQualifyingBucket.sectorArray();

			for (String sector : sectorArray)
			{
				sectorArrayDump = sectorArrayDump + sector + " ,";
			}

			System.out.println (
				"\t||" + FormatUtil.FormatDouble (creditQualifyingBucket.number(), 2, 0, 1.) + " | " +
				creditQualifyingBucket.quality() + " | " +
				FormatUtil.FormatDouble (creditQualifyingBucket.riskWeight(), 3, 0, 1.) + " | {" +
				sectorArrayDump + "}"
			);
		}

		System.out.println
			("\t||-------------------------------------------------------------------------------------------------------------||");

		System.out.println();
	}

	private static final void Systemics()
	{
		System.out.println ("\t||----------------------------------------------------------------||");

		System.out.println ("\t||                  CREDIT QUALIFYING SYSTEMICS                   ||");

		System.out.println ("\t||----------------------------------------------------------------||");

		System.out.println (
			"\t|| Residual Bucket Risk Weight                         => " +
			FormatUtil.FormatDouble (
				CRQSystemics20.RESIDUAL_BUCKET_RISK_WEIGHT, 3, 2, 1.
			) + " ||"
		);

		System.out.println (
			"\t|| Vega Risk Wight                                     => " +
			FormatUtil.FormatDouble (
				CRQSystemics20.VEGA_RISK_WEIGHT, 3, 2, 1.
			) + " ||"
		);

		System.out.println (
			"\t|| Base Correlation Risk Weight                        => " +
			FormatUtil.FormatDouble (
				CRQSystemics20.BASE_CORRELATION_RISK_WEIGHT, 3, 2, 1.
			) + " ||"
		);

		System.out.println (
			"\t|| Cross Base Correlation Index Correlation            => " +
			FormatUtil.FormatDouble (
				CRQSystemics20.BASE_CORRELATION_CORRELATION, 3, 2, 1.
			) + " ||"
		);

		System.out.println (
			"\t|| Non-Residual Same Issuer/Seniority Correlation      => " +
			FormatUtil.FormatDouble (
				CRQBucketCorrelation20.SAME_ISSUER_SENIORITY_NON_RESIDUAL, 3, 2, 1.
			) + " ||"
		);

		System.out.println (
			"\t|| Non-Residual Different Issuer/Seniority Correlation => " +
			FormatUtil.FormatDouble (
				CRQBucketCorrelation20.DIFFERENT_ISSUER_SENIORITY_NON_RESIDUAL, 3, 2, 1.
			) + " ||"
		);

		System.out.println (
			"\t|| Residual Same Issuer/Seniority Correlation          => " +
			FormatUtil.FormatDouble (
				CRQBucketCorrelation20.SAME_ISSUER_SENIORITY_RESIDUAL, 3, 2, 1.
			) + " ||"
		);

		System.out.println (
			"\t|| Residual Different Issuer/Seniority Correlation     => " +
			FormatUtil.FormatDouble (
				CRQBucketCorrelation20.DIFFERENT_ISSUER_SENIORITY_RESIDUAL, 3, 2, 1.
			) + " ||"
		);

		System.out.println ("\t||----------------------------------------------------------------||");

		System.out.println();
	}

	private static final void CrossBucketCorrelation()
		throws Exception
	{
		LabelCorrelation crossBucketCorrelation = CRQSettingsContainer20.CrossBucketCorrelation();

		List<String> bucketList = crossBucketCorrelation.labelList();

		System.out.println
			("\t||------------------------------------------------------------------------------------------||");

		System.out.println
			("\t||                             CROSS BUCKET TENOR CORRELATION                               ||");

		System.out.println
			("\t||------------------------------------------------------------------------------------------||");

		String rowDump = "\t||     ";

		for (String tenor : bucketList)
		{
			rowDump = rowDump + "   " + tenor + "  ";
		}

		System.out.println (rowDump + " ||");

		System.out.println
			("\t||------------------------------------------------------------------------------------------||");

		for (String innerBucket : bucketList)
		{
			rowDump = "\t|| " + innerBucket + "  ";

			for (String outerBucket : bucketList)
			{
				rowDump = rowDump + " " +
					FormatUtil.FormatDouble (
						crossBucketCorrelation.entry (
							innerBucket,
							outerBucket
						), 3, 0, 100.
					) + "% ";
			}

			System.out.println (rowDump + " ||");
		}

		System.out.println
			("\t||------------------------------------------------------------------------------------------||");

		System.out.println();
	}

	public static final void main (
		final String[] args)
		throws Exception
	{
		EnvManager.InitEnv ("");

		RiskWeights();

		Systemics();

		CrossBucketCorrelation();

		EnvManager.TerminateEnv();
	}
}