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IFRS 9

Impairment Provisions under IFRS 9

IFRS 9 defines new requirements on accounting for financial instruments. The requirements are changing selected parts of the original standard IAS 39. The IFRS 9 introduces a number of changes and new duties, especially for banks, as (apart from other changes) it changes the process of recognition of credit losses.

Advanced Risk Management, s.r.o., has a long term experience with the area of credit risk that is closely related to impairments.

By using ARM’s services in the IFRS 9 areas listed below, you will ensure that impairments calculation is fully compliant with the IFRS 9 standard and that the existing PD, LGD, and EAD models are effectively utilized to determine impairments. In addition, you will free up internal capacity for other projects.

ARM would like to offer you its services in the following areas of IFRS 9:

ARM offers seminars in the area of IFRS 9 and credit risk in the form of open, as well as in-house seminars.

ECL Calculation Tool – a software solution for the calculation of impairment allowances under IFRS 9.

Design of a Database

  • Specification of requirements for data collection and database
  • Verification of the data preparation process
  • Control of the accuracy and relevance of the database
  • Data cleaning
  • Analysis of the bank's client portfolio
  • Extracting of usable information

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Methodology for Effective Interest Rate (EIR)

  • Development/verification of the methodology for EIR calculation
  • Development of a software tool for EIR calculation
  • Incorporation of off-balance sheet items into the EIR calculation

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Classification of Credit Exposures

  • Development of a methodology for the classification of credit exposures
  • Definition of classification stages 1, 2, and 3
  • Assessment and establishment of rules for identifying significant increases in credit risk
  • Specification of individual qualitative and quantitative rules
  • Design of the internal process and determination of the frequency for regular assessment of credit risk changes

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Methodology for Impairments Calculation

  • Creation of models for calculation of PD and LGD, or a model based on so called “loss rates“
  • Calculation of ECL in a horizon of 12 months by using the Loss Rate Method or the PD/LGD Method
  • Calculation of ECL in a lifetime horizon
  • Incorporation of macroeconomic forecasts into impairments calculation (forward-looking approach)
  • Incorporation of off-balance sheet components of exposures into the model

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Implementation of IFRS 9

  • Estimation of the impact of IFRS 9 implementation on the financial position and capital adequacy
  • Proposal of the internal reporting process including the structure of reported information
  • Definition of roles and responsibilities
  • Creation of model validation rules

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ECL Calculation Tool

  • Delivery of ECL Calculation Tool for impairments calculation and configuration of functionalities according to the client’s specific needs
  • The ECL Calculation Tool is designed to:
    • perform impairments calculation for both on-balance sheet and off-balance sheet exposures in accordance with IFRS 9
    • calculate 12-month ECL
    • calculate lifetime ECL
    • carry out calculations for individual exposures (stages 1, 2, and 3) on a monthly basis
    • include the expected future development of cash flows across multiple scenarios
    • conduct ECL stress testing (e.g., assess the impact of an increase in PD for a selected segment or for the entire portfolio)
    • differentiate between individual and portfolio approaches to impairments calculation

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Validation of Methodologies/Models Used for Determining Impairment Allowances

  • Assessment of the validation process and its frequency
  • Proposal of a methodology for the validation of models used to estimate risk parameters PD and LGD
  • Proposal of a methodology for the validation of models used to estimate the drawdown of off-balance sheet exposures
  • Validation of the impairment allowance calculation model (including consideration of the time value of money):
    • review of the methodology and independent recalculation of ECL using ARM’s proprietary tool
    • execution of ECL stress testing
    • verification of compliance with the EU regulation implementing IFRS 9 and with the relevant EBA Guidelines

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Stress Testing Scenarios

  • Design/verification of the methodology (framework) for stress testing under IFRS 9
  • Verification of the appropriateness of individual stress scenarios
  • Development of IFRS 9 stress scenarios:
    • incorporation of macroeconomic changes into stress testing
    • consideration of forward-looking information
    • stress testing of input parameters PD/LGD
    • modelling and determination of scenario weights
  • Analysis of the impact of individual scenarios

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