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 : learning@calypso.com
Course date
14-17 November, 2022
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
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Overview of Asset Management with Calypso
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Calypso Asset Management Processes
Module 2: Configuration
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Fund and Mandate Configuration
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Strategy Configuration
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Portfolio Hierarchies
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Hands-On Exercises: - Configuration
Module 3: Benchmarks
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Benchmark Types
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Configuration
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Top-down benchmarks
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Hands-On Exercises: Benchmark Types
Module 4: Trade Capture
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Configuration
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Internal and External Funds
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Hands-On Exercises: Trade Capture
Module 5: Introduction to Portfolio Workstation
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Overview of Portfolio Workstation (PWS)
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Configuration Panel
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Layout Panel
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Portfolio Report Display
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Hands-On Exercises: PWS configuration
Module 6: PWS Reporting
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Official PL
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Benchmark Reports
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Investment Indicator Reports
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Currency Exposure
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Performance Reporting
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Parametric VaR
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Active (Tracking) Error
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Hands-On Exercises: PWS Reports
Module 7: Order Generation
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Configuration
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Order Widget
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Order generation from Pricing Sheet and PWS
"TCS is delighted to be an Certified Implementation Partner for Nasdaq Calypso & Nasdaq AxiomSL. We look forward to combining our deep domain knowledge of the capital markets and advisory-led approach with Nasdaq’s industry-leading capabilities and solutions to provide top-notch service to our clients."
"To be appointed as an Certified Implementation Partner for Nasdaq Calypso & Nasdaq AxiomSL is a testimony to our more than eight years of collaboration. This will spur our company to break new ground, implementing the Calypso Treasury solution beyond Africa."
"Quinnox is thrilled to be an Certified Implementation Partner for Nasdaq Calypso & Nasdaq AxiomSL. Our long-standing collaboration focuses on delivering top-notch solutions for financial institutions, emphasizing value, and fostering sustainable growth. With almost two decades of partnership, we're eager to continue our journey of innovation and transformation with Nasdaq."
"To be an Certified Implementation Partner for Nasdaq Calypso & Nasdaq AxiomSL is to embody a commitment to exceptional expertise, unwavering dedication to client success, and a profound understanding of cutting-edge solutions. It's about providing seamless, tailored implementations that empower businesses to thrive in an ever-evolving digital landscape in the financial sector. It also signifies Exadel’s dedication to delivering excellence and equipping organizations with the full potential of Nasdaq's advanced solutions."
"We've been Nasdaq partners since 2012 and look forward to the next chapter of this journey. The recognition as a trusted Certified Implementation Partner program means a lot to us. We are committed to delivering to the highest standards for Nasdaq Calypso and AxiomSL product lines."
"It was an informative and compact training program. Ram covered all the areas of the course brilliantly. Also had the opportunity to discuss queries on the go, those were answered promptly.
All the topics were just great, I found it all right. I am sure the practice sessions in training would help the team put them to use in future projects"