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Home›Quantitative Finance›Debit Valuation Adjustment
Regression modelCredit Risk

Debit Valuation Adjustment

Debit Valuation Adjustment (DVA) · Also known as: Own Credit Adjustment, OCA

Debit Valuation Adjustment (DVA) represents the value of your own credit risk to counterparties. DVA measures the gain in derivative value if you default on your obligations—a benefit for your shareholders because creditors receive less than the full derivative value. DVA is controversial but now mandatory under IFRS 13 for fair value accounting.

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Debit Valuation Adjustment
Credit Valuation Adjustm…Merton Default ModelRisk-Neutral Valuation

When to use it

Use DVA when required by accounting standards (IFRS 13, US GAAP). Essential for fair value reporting of derivative portfolios. However, many managers hedge DVA to lock in stable valuations. DVA is most significant for institutions with significant leverage and poor credit quality.

Strengths & limitations

Strengths
  • Accounting required: IFRS 13 mandates DVA adjustment for financial reporting
  • Economic logic: reflects the benefit of being able to default at less than full obligation
  • Hedging guide: DVA can be hedged via buying own CDS, locking in value
  • Symmetry: complements CVA in bilateral valuation of derivatives
Limitations
  • Philosophical controversy: banks profit from their own credit deterioration, which many find problematic
  • Earnings volatility: DVA changes create non-economic P&L swings tied to credit spread moves rather than market moves
  • Netting challenges: DVA is correlated with CVA in portfolios with both long and short positions; double-counting is subtle
  • Hedging cost: hedging DVA (buying own CDS) can be expensive and may telegraph financial distress

Frequently asked

Why is DVA controversial?

DVA creates a paradox: banks gain value when their own credit deteriorates. After 2008, this seemed offensive—Lehman's shareholders suffered losses while DVA increased reported asset values. Economically sound, but politically and ethically problematic.

How does DVA relate to CVA?

CVA is counterparty risk loss. DVA is own credit risk gain. In a bilateral portfolio, CVA on receivables is offset by DVA on payables. Net XVA = CVA - DVA. When you owe money and default, counterparty loses; when counterparty owes and defaults, you lose.

Should I hedge DVA?

Many institutions do. Buying own CDS hedges DVA: if your credit deteriorates (DVA worsens), CDS gains offset the loss. Hedge cost depends on credit quality. High-quality firms rarely hedge DVA; troubled firms often do to stabilize earnings.

What is the relationship between DVA and funding costs?

Funding Value Adjustment (FVA) captures the cost of funding derivative positions. DVA is related: if you fund derivatives by issuing debt at your credit spread, the spread captures both counterparty risk (CVA) and funding cost. Separating FVA from DVA requires careful analysis.

Sources

  1. Gregory, J. (2009). Counterparty Credit Risk: The New Challenge for Global Financial Markets. John Wiley & Sons. link ↗
  2. Burgard, C., & Kjaer, M. (2011). Partial differential equation representations of derivatives with counterparty risk and funding costs. Journal of Credit Risk, 7(3), 1-19. DOI: 10.21314/jcr.2011.131 ↗

How to cite this page

ScholarGate. (2026, June 3). Debit Valuation Adjustment (DVA). ScholarGate. https://scholargate.app/en/quantitative-finance/debit-valuation-adjustment

Related methods

Credit Valuation AdjustmentMerton Default ModelRisk-Neutral Valuation

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Referenced by

Credit Valuation AdjustmentMerton Default Model

Similar methods

Credit Valuation AdjustmentCredit Risk ModelsMerton Default ModelRisk-Neutral ValuationCopula CDO ModelChange of NumeraireGreeks via Automatic DifferentiationHJM Framework

Related reference concepts

Financial EconomicsGeneral Financial MarketsFinanceFinanceCopula ModelsRisk Management

Spotted an issue on this page? Report or suggest a fix →

ScholarGate — Debit Valuation Adjustment (Debit Valuation Adjustment (DVA)). Retrieved 2026-07-20 from https://scholargate.app/en/quantitative-finance/debit-valuation-adjustment · Dataset: https://doi.org/10.5281/zenodo.20539026
Quick facts
Originator
Jon Gregory, Christoph Burgard
Subfamily
Credit Risk
Year
2000s
Type
Valuation Framework
Related methods
Credit Valuation AdjustmentMerton Default ModelRisk-Neutral Valuation
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