Stanbo Bank has a credit portfolio of R8bn with an average portfolio PD of 1.2%. The net income or margin is 2.7%. If the portfolio collapses, about 40% of recovery can happen. Therefore, the maximum loss would be R4.8bn (60% x 8bn). Hence, roughly the outcome shows a gain of R216m versus a loss of R4.8bn. Stanbo Bank maintains 10% capital adequacy ratio and the portfolio exposure (RWA) is R8bn. Based on the Kelly Criterion, how much capital buffer should Stanbo Bank maintain?

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
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Chapter1: Investments: Background And Issues
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Stanbo Bank has a credit portfolio of R8bn with an average portfolio PD of 1.2%.
The net income or margin is 2.7%. If the portfolio collapses, about 40% of
recovery can happen. Therefore, the maximum loss would be R4.8bn (60% x
8bn). Hence, roughly the outcome shows a gain of R216m versus a loss of
R4.8bn. Stanbo Bank maintains 10% capital adequacy ratio and the portfolio
exposure (RWA) is R8bn. Based on the Kelly Criterion, how much capital buffer
should Stanbo Bank maintain?

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