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An equity swap with fixed interest payments has two payments remaining. The firs

ID: 2735739 • Letter: A

Question

An equity swap with fixed interest payments has two payments remaining. The first occurs in 30 days and the second occurs in 210 days. The discount factors are 0.9934 (30 days) and 0.9528 (210 days). The upcoming fixed payment is at 4 percent and is based 180 days in a 360-day year. The equity index was at 1150 at the beginning of the period and is now at 1152.75. The notional principal is $60 million. Find the approximate value of the equity swap from the perspective of the party making the equity payment and receiving the fixed payment.

Explanation / Answer

Notional Principal $        60,000,000 Equity Index at Begininng 1150 Equity Index Now 1152.5 Fixed Payt the fund will receive =4%*$60,000,000 $          2,400,000 The index payment the fund must make is: =(1152.5/1150 -1) * 60 Mn $              130,435 Value of Equity Swap =60,000,000 + 2,400,000 -130,435            62,269,565 Ans