ABOUT THE AUTHOR

Donald R. Van Deventer, Ph.D.

Don founded Kamakura Corporation in April 1990 and currently serves as Co-Chair, Center for Applied Quantitative Finance, Risk Research and Quantitative Solutions at SAS. Don’s focus at SAS is quantitative finance, credit risk, asset and liability management, and portfolio management for the most sophisticated financial services firms in the world.

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Yield Curve Smoothing: Nelson-Siegel versus Spline Technologies: A Preview of Parts 2-4

08/09/2009 08:52 AM

Over the courses of this week, we’ll post parts 2, 3 and 4 of our series on the legacy Nelson-Siegel smoothing approach versus more modern spline technologies, in particular the maximum smoothness forward rate technique published by Adams and van Deventer, with major help from Oldrich Vasicek,  in 1993.

In the course of parts 2, 3 and 4 in the series, we do the following:

  • Implement Nelson-Siegel on Russian bond data
  • Implement Maximum Smoothness forward rate smoothing on the same data from Russia
  • Compare the results and show that the maximum smoothness forward rate technique is much more robust over all possible yield curve shapes.

In short, the Nelson-Siegel approach is the bulldozer of yield curve smoothing techniques.  It is heavily constrained in terms of possible yield curve shapes and can be consistently inconsistent with market bond prices.  The maximum smoothness forward rate technique, by contrast, is the sewing needle of yield curve smoothing. It can be used as finely or as crudely as the data dictates.  Stay tuned for the proof in parts 2, 3 and 4 of this series.

Sean Klein and Donald R. van Deventer
Kamakura Corporation
Honolulu,  August 10, 2009

 

ABOUT THE AUTHOR

Donald R. Van Deventer, Ph.D.

Don founded Kamakura Corporation in April 1990 and currently serves as Co-Chair, Center for Applied Quantitative Finance, Risk Research and Quantitative Solutions at SAS. Don’s focus at SAS is quantitative finance, credit risk, asset and liability management, and portfolio management for the most sophisticated financial services firms in the world.

Read More

ARCHIVES