Course Description
The Global Derivatives marketplace continues to evolve at the speed of light both in terms of technological innovation and regulation. International financial centers are embracing electronic markets, automation, cross-border, and cross-asset trading. Within this framework the investor and trader is undergoing seismic changes which present challenges for their organizations. To succeed within these advanced technological, regulatory, and market environments, firms, exchanges and desks all share common underlying objectives: incorporating efficient technology, streamlining costs, managing risk, all while increasing volumes and revenue. Managing this array of challenges on a large portfolio of trades and positions in the global market environment strain the financial frameworks of many firms, especially the organizations which rely on the connectivity to disparate platforms to integrate seamlessly during volatile market environments. Many legacy systems are often fragmented and cannot meet the requirements of cross-asset, cross-border portfolios, risk and P&L management, and Straight through Processing (STP) in a single environment.
To meet these challenges Calypso provides a highly scalable and customizable front-to-back solution for banks, hedge funds, corporations and asset managers. It provides traders, sales traders, fund managers, middle office, operations and support staff with the required tools to effectively and efficiently do their jobs. Specifically, the Calypso Front Office platform lowers the cost of doing business by offering traders and risk managers a consolidated global view of positions and risk to monitor and manage multi-asset and cross-border trading portfolios. Front and Middle Office Calypso users are able to leverage numerous flexible workflow tools in Calypso to achieve significant gains in real-time straight through processing (STP) which enable traders and risk managers to identify opportunities and risks more quickly, offering the Calypso user a significant competitive advantage.
The Calypso Introduction to Front Office eBook and course will provide the Calypso user with in-depth instruction to Calypso’s Front Office platform and the tools available for day to day front office users. Readers and participants will gain hand-on experience to the processes necessary for users to integrate their trading, position/portfolio, and risk management with and in Calypso.
The Introduction to Calypso Front Office course includes:
Defining Pricing Environments, including Pricer Configurations, Pricing Parameters, and Pricers.
Market Data configuration, both raw (quotes) and derived.
Trade capture and the functionalities of the Calypso Pricing Sheet.
Calypso Risk Analysis and the process of configuring the Calypso Middle Tier and Workstation
Calypso Front Office Tools: User Defaults, Trade Blotter, Market Data Manager, Calypso Activity Browser, Pricing Grid, and an Introduction to the Scheduled Task window.
For Information on purchasing the manual please email [email protected]
Course curriculum
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Front Office Introduction
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Constructing a Zero Yield Curve
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Overview of Pricing Environment
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Overview of Trade Capture Swaps
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Overview of Pricing Sheet
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Overview of Profile Configuration
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Overview of User Preferences and Global Preferences
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Overview of Trade Capture
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Overview of Strategy Builder
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Trade Lifecycle
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Overview of Rate Reset Lifecycle Event
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Overview of Risk & Risk Measures
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Overview of Analysis Designer
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Calypso Risk Report Configuration
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Configuring Risk Report in Calculation Server and Presentation Server
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Calypso Middle Tier and Scheduled Task
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Configuring Analysis Set & EOD Scheduled Task Risk_Analysis
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Calypso Workstation
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Overview of Configuring Risk Report in CWS
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Desk Risk (Use Case)
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Overview of Rates Sensitivity Report
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Introduction to Liquidity Solution
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Introduction to Front Office Workstation (FOWS)
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Test Your Knowledge
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Introduction to Front Office Tools
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Trade Blotter
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Overview of Trade Blotter
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Trade Browser
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Overview of Trade Browser
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Trade Filter
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Overview of Trade Filter
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Market Data Manager
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Overview of Market Data Manager
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On Demand Risk Analysis
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User Defaults and Pricing Grid
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Overview of User Defaults
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Test Your Knowledge
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Introduction to Calypso Asset Management
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About this course
- $500.00
- 38 lessons
- 2.5 hours of video content