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Can Nash inform capital requirements? Allocating systemic risk measures

2025/04/29 by Çağın Ararat, Zachary Feinstein, Ararat, Çağın +1
Decision Sciences · Economics, Econometrics and Finance · #26E25 #46N10 #91A15 #91G45 #91G70 #Banking stability, regulation, efficiency #Credit Risk and Financial Regulations #FOS: Economics and business #FOS: Mathematics #Optimization and Control (math.OC) #Risk Management (q-fin.RM) #Risk and Portfolio Optimization

paper · pdf · doi:10.48550/arxiv.2504.20413

openalex publication_date 2025/04/29 · openalex created_date 2025/10/10 · openalex updated_date 2026/07/28

Abstract

Systemic risk measures aggregate the risks from multiple financial institutions to find system-wide capital requirements. Though much attention has been given to assessing the level of systemic risk, less has been given to allocating that risk to the constituent institutions. Within this work, we propose a Nash allocation rule that is inspired by game theory. Intuitively, to construct these capital allocations, the banks compete in a game to reduce their own capital requirements while, simultaneously, maintaining system-level acceptability. We provide sufficient conditions for the existence and uniqueness of Nash allocation rules, and apply our results to the prominent structures used for systemic risk measures in the literature. We demonstrate the efficacy of Nash allocations with numerical case studies using the Eisenberg-Noe aggregation mechanism.

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