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Ivana Baranović

16 November 2022
FINANCIAL STABILITY REVIEW - BOX
Financial Stability Review Issue 2, 2022
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Abstract
This box investigates the measurement of banks’ exposures to concentration risk related to climate change. It does so by introducing a new metric to quantify carbon-related concentration risk in banks’ corporate loan portfolios. Using data on individual borrowers’ emissions, the formula of the Herfindahl-Hirschman Index (HHI) is extended to create a carbon-weighted HHI (cwHHI). The cwHHI reveals substantial heterogeneity in the degree of carbon-related concentration among portfolios similarly exposed to high-emitting firms. Furthermore, banks with exposures to high-emitting firms similar to their peers but with higher cwHHI experience higher expected losses in a disorderly transition scenario. The empirical findings of this box suggest that institutions and exposures significantly affected by carbon-related concentration risk run a higher risk of incurring losses, extending even to those banks with a lower share of exposures to high emitters. The implication is that carbon-related concentration risk may be a material risk driver.
JEL Code
G11 : Financial Economics→General Financial Markets→Portfolio Choice, Investment Decisions
G21 : Financial Economics→Financial Institutions and Services→Banks, Depository Institutions, Micro Finance Institutions, Mortgages
G32 : Financial Economics→Corporate Finance and Governance→Financing Policy, Financial Risk and Risk Management, Capital and Ownership Structure, Value of Firms, Goodwill
Q54 : Agricultural and Natural Resource Economics, Environmental and Ecological Economics→Environmental Economics→Climate, Natural Disasters, Global Warming
19 October 2021
MACROPRUDENTIAL BULLETIN - ARTICLE - No. 15
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Abstract
This article analysis the challenges of incorporating climate risks and their unique features in the existing prudential framework and explores potential avenues for addressing gaps identified in the banking framework.
JEL Code
Q54 : Agricultural and Natural Resource Economics, Environmental and Ecological Economics→Environmental Economics→Climate, Natural Disasters, Global Warming
G28 : Financial Economics→Financial Institutions and Services→Government Policy and Regulation
G21 : Financial Economics→Financial Institutions and Services→Banks, Depository Institutions, Micro Finance Institutions, Mortgages