Calypso Asset Management

The Calypso Asset Management Solution course will display and define the Calypso Asset Management framework, functionalities, and the components necessary to construct and view various portfolio risk and performance analysis, both stand alone and against benchmarks. The process by which the Calypso user defines the risk parameters, configures the portfolios-funds, mandates, and strategies, and calculates the reports are displayed step by step. Participants will gain hands-on experience defining analyses for different types of asset management reporting and benchmarking, configuring the results in the Calypso Portfolio Workstation, and generating orders.

The training will be a virtual instructor led training and each attendee will be provided with access to unique instance of cloud-based Calypso environments.

Each participant will receive access to Calypso Learning Service eLearning portal to access training material, slides, and course exercises.

For registration or enrollment details, please email: calypso.education@adenza.com

Course date

17 - 20 April, 2023

Course Duration

4 Hours per day

Course location

Virtual Classroom

Course fee

USD 3,500 (excl. taxes)

Course level

Advanced

Prerequisites:

Knowledge of legal entity setup, trading books, and static data is preferred, but not required.

Topics Include

Module 1: Asset Management Overview

► Overview of Asset Management with Calypso
► Calypso Asset Management Processes

Module 2: Configuration

► Fund and Mandate Configuration
► Strategy Configuration
► Portfolio Hierarchies
► Hands-On Exercises: - Configuration

Module 3: Benchmarks

► Benchmark Types
► Configuration
► Top-down benchmarks
► Hands-On Exercises: Benchmark Types

Module 4: Trade Capture

► Configuration
► Internal and External Funds
► Hands-On Exercises: Trade Capture

Module 5: Introduction to Portfolio Workstation

► Overview of Portfolio Workstation (PWS)
► Configuration Panel
► Layout Panel
► Portfolio Report Display
► Hands-On Exercises: PWS configuration

Module 6: PWS Reporting

► Official PL
► Benchmark Reports
► Investment Indicator Reports
► Currency Exposure
► Performance Reporting
► Parametric VaR
► Active (Tracking) Error
► Hands-On Exercises: PWS Reports

Module 7: Order Generation

► Configuration
► Order Widget
► Order generation from Pricing Sheet and PWS

“Despite having spent quite a few years as a Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Calypso module definitely provides a satisfactory roadmap.”

Samuel L.

Exadel Financial Services (formerly CPQi)

“What an amazing week it was! The course covered an introduction to Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to everybody from Adenza for this opportunity and teaching me a lot of important things for my work routine.”

Marcelo Y.

Mark2Market (Qaracter)

“The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers Nima and Dominic were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in calypso. The quiz at the end of each day, was helpful to test our skills ‘’

ExpertEase Partners