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Fundamentals of Derivatives

BusinessDay
9 Min Read

Derivatives instruments are a strategic asset class and a useful risk management tool required for surviving uncertainties in the financial markets.   

What are Derivatives?

Derivatives  are  financial  market  products  whose  values  are  derived  from  one  or  more  underlying assets or sets  of assets, which can be  bonds, stocks, commodities,  precious metals, market  indices, interest rates, etc.

Though the market price of a derivative product is based on and determined by the underlying asset, its ownership is distinct and exclusive. Derivatives can be traded OTC or on organised securities exchanges such as FMDQ OTC Securities Exchange.

The basic features of most derivatives products are discussed below: Future settlement date: A derivatives contract essentially  specifies that  the  underlying asset (s) may  be  exchanged  at  a  later  date,  and  at  a  price  fixed  today.

Indeed, it  is  this  time  difference between  the  contract  date  and  settlement  date  that  creates  the  value  traded  in  a  derivatives contract, given that the market price of the underlying asset may be different by the settlement date.

Symmetrical vs. asymmetrical contracts: A derivatives contract can be symmetrical –in this case, the  parties  (buyer  and  seller)  are  both  bound  by  an  obligation  to  execute  the  contract  by  the settlement date.

A derivatives contract can also be asymmetrical, a situation whereby one party has the right, but not the obligation, to follow through with the contract.

Settlement procedures: A derivatives contract can be settled in cash (here, the difference in the price of the underlying asset on settlement date and the agreed contract price is computed and paid) or by physical delivery of the underlying asset. However, derivatives contracts are mostly settled in cash.

Zero-Sum game: Derivatives contracts   are   theoretically   zero-sum   games   (excluding the associated transaction costs). By implication, the parties (buyer and seller) are competing, such that when one party wins, the other party loses.

Types of Derivatives Products

Broadly speaking, there are three (3) major types of derivatives: Futures/Forward contracts, Options and Swaps.

Futures/Forward contract:

In a futures/forward contract, two (2) counterparties agree to exchange a specified quantity of an underlying asset (real or financial) at an agreed-upon price (the strike price) on a specified date (settlement date).

Futures/forward contracts are usually written in reference to the spot  or  today’s price and  typically  used  to  hedge  risk  as  well  as speculate  on  future  prices.

Examples of such contracts are foreign currency futures/forwards, interest rate futures/forwards, treasury-bills futures/forwards, etc.

Options Contract:

In an option contract, the buyer of an option contract pays a premium to the writer of the option. In return, the buyer acquires the right but not the obligation to buy (call option) or sell (put option) a specified underlying item (real or financial) at an agreed-upon contract price (the strike price) on or before a specified date. The major difference between forward and option contracts is that either party to a forward contract is a potential debtor, whereas the buyer of an option acquires an asset, and the option writer incurs a liability. Options are written on a wide variety of underlying items—such as equities, commodities, currencies, and interest rates. Options can be also written on futures, swaps (known as swaptions), and other instruments.

Swaps Contract:

A swap is a derivative contract made between two (2) parties to exchange cash flows in the future in line with a pre-arranged formula. The three (3) most popular swap contracts, which are traded OTC between derivatives market players, are interest rate swaps,  currency  swaps  and commodity  swaps.  Interest  rate  swaps  typically  entail  the  swapping  of  interest  related  cash  flows between  parties  in  the  same  currency,  whereas  currency  swaps are contracts between  two (2) institutions to exchange the principal and/or interest payments on loans for equivalent amounts in a different currency. Similarly, a commodity swap is an OTC contract to exchange cash flows, which are dependent on the price of an underlying commodity.

In exploring the fundamentals of the derivatives market, the following terminologies, among others, are key to note: Market Maker: A market maker is a player who provides both buy and sell quotes to other market participants/traders. The market maker essentially provides liquidity to the derivatives market. Bid-Ask Spread: This is the difference between the bid price (the price the buyer is willing to pay) and the ask price (the price a seller is willing to accept) in a derivatives contract.  Market makers always give two (2) sets of prices (buy and sell) in the derivatives market.

Strike price: The price at which the holder of a derivatives contract exercises his/her/its right if it is economic to do so, at the appropriate point in time.

Call/Put Option: A Call Option conveys to the option buyer the right (but not the obligation) to purchase  the  underlying  asset  at  a  fixed  strike  price  per  unit at  any  time  during  the  life  of  the option.  A Put Option, on the other  hand, conveys  to  the  option  buyer  the  right (but  not  the obligation) to sell a predefined quantity of the underlying asset at the pre-determined strike price.

Margin:

This  refers  to  funds  that  a  derivatives  investor/trader  must  maintain  on  deposit  with his/her/its broker to guarantee his /her/its ability to fulfil his /her/its financial obligation to make or take delivery of the underlying asset.

Clearing House: A clearing house is an intermediary between buyers and sellers in the derivatives market,  responsible  for  settling  trading  accounts,  clearing  trades,  collecting  and  maintaining margin monies, regulating delivery, and reporting trading data. It guarantees the performance and settlement of exchange traded contracts to its members. Essentially, clearing houses act as third parties to all Futures and Options contracts.

Exercise Price: This is the fixed price per unit at which a call option conveys the right to purchase the underlying asset and at which a put option conveys the right to sell the underlying asset.

Long/Short Position: Purchasing a derivatives contract puts a trader (buyer) on the long side of the contract, simply referred to as ‘going long’. A short position is the opposite of going long, and refers to the selling side of a derivatives contract.

Spot Contract:  A spot contract is a contract for immediate delivery.  Since derivatives, by definition,  include  delivery  at  a  future  date,  spot  contracts  usually  do  not form  part  of  the derivatives market. However, they do provide the reference price/rate for the pricing of Futures, Forwards and Options.

Expiration Date: Derivatives are time bound financial  instruments.  An expiration date is when the contract is finally settled, signifying the end of the agreement. Expiration dates are commonly used with Options contracts.

Settlement  Date: Settlement  date  is  the  day  on  which  a  trade  or  a  derivatives contract (particularly Forwards, Swaps or Futures transactions) must be settled either in cash, or via the transfer of the underlying asset.

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