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A MACROFINANCIAL APPROACH TO SUPERVISORY STANDARDS ASSESSMENTS

August 18, 2014

Executive Summary

Standards assessments serve several important objectives but are not well integrated into Fund surveillance. Financial standards assessments, when undertaken in the context of FSAPs, are used to identify weaknesses in financial regulation and supervision, or other areas covered by international standards. However, those weaknesses are not specifically linked to the risks and vulnerabilities facing the financial sector. Conversely, the analysis of country-specific vulnerabilities in the FSAP does not contribute to targeting the standard assessment effort, since the assessment must be exhaustive and cover the entire standard.

In addition, in the aftermath of the crisis, financial sector standards have become increasingly complex and assessments much more resource-intensive. Revisions to the core principles and methodologies have extended the length of the assessment process and the final product. As a result, the resource cost of producing assessments has increased considerably, for both the Fund and country authorities. This raises questions about the Fund’s ability to continue delivering high-quality assessments in the current resource environment, as well as about the balance of their costs and benefits for Fund surveillance.

This paper outlines a new approach to streamline standards assessments in FSAPs. The approach allows:

  • Focusing standards assessments on macrofinancially-relevant principles. A subset of principles is selected, using both empirical analysis and expert judgment, based on the macrofinancial risks for banking, insurance, and securities sectors identified as relevant for financial stability. In essence, the proposed approach builds upon the existing “targeted ROSC” model by replacing the compliance-based criteria for selecting principles with macro-relevant and risk-based criteria. On the basis of the new approach, 11 BCP principles, 11 ICP principles, and 17 IOSCO principles are deemed macrofinancially-relevant.

  • Incorporating standards assessments’ findings systemically into the FSAP’s overall risk assessment. On the basis of the assessment of compliance with the selected principles, FSAP teams will judge whether the quality of regulation and supervision in these areas mitigates or aggravates the specific risks, and report this systemically into an expanded version of the RAM. This would guarantee full integration of the supervisory findings in the risk assessment, making it easier to prioritize policy recommendations.

Approved By

José Viñals

Prepared by an MCM team supervised by Dimitri G Demekas and Michaela Erbenova, led by Sònia Muñoz, and comprising Timo Broszeit, Mario Catalán, Christina Daniel, Eija Holttinen, Fabiana Melo, Katharine Seal, Nobuyasu Sugimoto, and Laura Valderrama

Contents

  • GLOSSARY

  • THE CASE FOR MAPPING MACROFINANCIAL RISKS INTO SUPERVISORY STANDARDS

  • THE EMPIRICAL METHODOLOGY

  • A. Macrofinancial Risks

  • B. The Supervisory Standards Principles Dataset

  • C. The Methodology

  • D. Empirical Results

  • COMBINING EMPIRICAL RESULTS AND EXPERT JUDGMENT IN SELECTING MACROFINANCIALLY-RELEVANT PRINCIPLES

  • A. The Expert Judgment Approach

  • B. The Combined Set

  • INTEGRATING ASSESSMENT RESULTS INTO THE FINANCIAL STABILITY ANALYSIS

  • BOX

  • 1. Literature Review and Pitfalls

  • FIGURES

  • 1. Evolution of Standards Assessments Conducted since the Last FSAP Review

  • 2. Dispersion of Compliance Among Countries

  • 3. Binary Tree Including BCPs

  • 4. Selected Principles by Financial Risk for each Standard

  • TABLES

  • 1. Average Number of ROSCs Conducted During FSAP Missions by Standard

  • 2. Ranking of Compliance Across Time

  • 3. Selected Principles by Standard

  • APPENDICES

  • I. Merging Supervisory Standards under Different Methodologies

  • II. The Methodology

  • III. Enhanced RAM

GLOSSARY

ABCP

Asset-backed commercial paper

AE

Advanced economy

AML/CFT

Anti-Money Laundering/Countering the Financing of Terrorism

BCP

Basel Core Principles for banking supervision

BIS

Bank for International Settlements

CDS

Credit default swap

CIS

Collective investment scheme

CISS

Composite indicator of systemic stress

CPSS

Committee on Payment and Settlement Systems of the BIS

DAR

Detailed Assessment Report on compliance with standards and codes

EDF

Expected default frequency

EFA

Exploratory factor analysis

EIOPA

European Insurance and Occupational Pensions Authority

EM

Emerging market

ESMA

European Securities and Markets Authority

FATF

Financial Action Task Force

FSAP

Financial Sector Assessment Program

FSSA

Financial System Stability Assessment

IAIS

International Association of Insurance Supervisors

ICP

Insurance Core Principles

IOSCO

International Organization od Securities Commissions

LIC

Low-income country

MMMF

Money market mutual fund

NPL

Non-performing loan

PCA

Principal component analysis

RAM

Risk Assessment Matrix

ROSC

Report on Assessment of Standards and Codes

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A Macrofinancial Approach to Supervisory Standards Assessments
Author:
International Monetary Fund