Cash flow hedges using interest rate swaps: accounting under IFRS

The paper discloses the accounting treatment for cash flow hedge of exposure to risks arising from the changes in cash flows of financial instruments, in which interest rate swaps are used as hedging instruments. The author considers the economic meaning of hedge relationship as an instrument of red...

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Main Author: V.S. Ambarchian
Format: Article
Language:English
Published: Zhytomyr Polytechnic State University 2020-06-01
Series:Економіка, управління та адміністрування
Subjects:
Online Access:http://ema.ztu.edu.ua/article/view/207996/208179
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author V.S. Ambarchian
author_facet V.S. Ambarchian
author_sort V.S. Ambarchian
collection DOAJ
description The paper discloses the accounting treatment for cash flow hedge of exposure to risks arising from the changes in cash flows of financial instruments, in which interest rate swaps are used as hedging instruments. The author considers the economic meaning of hedge relationship as an instrument of reducing financial risks being inherent to financial assets and financial liabilities of the bank. The paper represents the purpose of the cash flow hedge as well as the mechanics of the interest rate swap as the most efficient instrument of the cash flow hedge relationship. The author analyzes the statements of IFRS 9 on the cash flow hedge accounting: recognizing the cash flow hedge reserve, assessing the portion of gain or loss on the swap that is either effective or ineffective hedge. The paper explains the procedures of the cash flow hedge accounting to reduce interest rate risks that arises from the changes in the cash flows of floating-rate financial liabilities. In particular, the paper covers the procedures of the fair value measurement of a hedging instrument as the present value of the difference between cash inflows and outflows discounted at spot rates for each period. The author discloses the accounting for the cash flow hedge: the accrual of interests on the financial liability, the change in the fair value of swap, the net settlement of the interest on swap, the reclassification of the interest on swap and settlement of interests on the financial liability. The article suggests the accounting procedures comply with the requirements of IFRS 9 on the cash flow hedge accounting and recommends the implementation to Ukrainian banks.
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spelling doaj-art-867de0e362844d9fb6c3ba1cd70ff0a72025-08-20T03:07:10ZengZhytomyr Polytechnic State UniversityЕкономіка, управління та адміністрування2664-245X2664-24682020-06-01292344110.26642/ema-2020-2(92)-34-41Cash flow hedges using interest rate swaps: accounting under IFRSV.S. Ambarchianhttps://orcid.org/0000-0003-3871-5135The paper discloses the accounting treatment for cash flow hedge of exposure to risks arising from the changes in cash flows of financial instruments, in which interest rate swaps are used as hedging instruments. The author considers the economic meaning of hedge relationship as an instrument of reducing financial risks being inherent to financial assets and financial liabilities of the bank. The paper represents the purpose of the cash flow hedge as well as the mechanics of the interest rate swap as the most efficient instrument of the cash flow hedge relationship. The author analyzes the statements of IFRS 9 on the cash flow hedge accounting: recognizing the cash flow hedge reserve, assessing the portion of gain or loss on the swap that is either effective or ineffective hedge. The paper explains the procedures of the cash flow hedge accounting to reduce interest rate risks that arises from the changes in the cash flows of floating-rate financial liabilities. In particular, the paper covers the procedures of the fair value measurement of a hedging instrument as the present value of the difference between cash inflows and outflows discounted at spot rates for each period. The author discloses the accounting for the cash flow hedge: the accrual of interests on the financial liability, the change in the fair value of swap, the net settlement of the interest on swap, the reclassification of the interest on swap and settlement of interests on the financial liability. The article suggests the accounting procedures comply with the requirements of IFRS 9 on the cash flow hedge accounting and recommends the implementation to Ukrainian banks.http://ema.ztu.edu.ua/article/view/207996/208179accountinghedgeinterest rate swapcash flow hedgeifrs 9
spellingShingle V.S. Ambarchian
Cash flow hedges using interest rate swaps: accounting under IFRS
Економіка, управління та адміністрування
accounting
hedge
interest rate swap
cash flow hedge
ifrs 9
title Cash flow hedges using interest rate swaps: accounting under IFRS
title_full Cash flow hedges using interest rate swaps: accounting under IFRS
title_fullStr Cash flow hedges using interest rate swaps: accounting under IFRS
title_full_unstemmed Cash flow hedges using interest rate swaps: accounting under IFRS
title_short Cash flow hedges using interest rate swaps: accounting under IFRS
title_sort cash flow hedges using interest rate swaps accounting under ifrs
topic accounting
hedge
interest rate swap
cash flow hedge
ifrs 9
url http://ema.ztu.edu.ua/article/view/207996/208179
work_keys_str_mv AT vsambarchian cashflowhedgesusinginterestrateswapsaccountingunderifrs