ESMA_QA_1915

Status: ✅ Answer Published

Link to ESMA Q&A tool: https://www.esma.europa.eu/publications-data/questions-answers/1915


Regulatory Context

Regulation : SSR

Level 1 Regulation: Short Selling Regulation (SSR) Regulation (EU) No 236/2012

Level 2 Regulation: No information available

Level 3 Regulation: No information available

Topic: Determination of net short position

Subject Matter: Futures on a basket of sovereign bonds


Question

Submission Date: 29 January 2013

In calculating a net short position in sovereign debt for purposes of notification to the relevant competent authorities, it would seem that “single sovereign bond futures” need to be included. A number of sovereign debt futures contracts reference an underlying basket of securities. Would these futures be excluded from such calculations or is there an expectation that there is a need to look through to, say, the cheapest-to-deliver bond (see bund futures, for example)?


ESMA Answer

Answer Date: 29-01-2013

[ESMA70-145-408 SSR Q&A, Q&A 6.10] For futures on a basket of sovereign bonds of the same sovereign issuer, the following calculation should be performed: Nº of futures contracts x nominal of each contract x delta. If the basket underlying the future is composed of bonds issued by different sovereign issuers, and provided that the basket composition is freely available, then the futures position will have to be broken down for each individual sovereign issuer following the general rules for index look-through.


This document was automatically extracted from the ESMA EMIR Q&A database.