Asset management

The course consists of several modules, each module is designed to have hands-on exercises. The courses are instructed by Calypso Learning Services’ dedicated staff and members of our Subject Matter Experts’ team. Calypso Bank in a Box environments are provided to each participant for demonstrations, configurations, and learning exercises.

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:
November 22-25, 2021


COURSE FEE:
USD 2,500 (excl. taxes)


COURSE LOCATION:
Virtual Classroom


COURSE LEVEL:
Advanced

PREREQUISITES:
We recommend that you understand Calypso objects, data model, and workflows.

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