In the Asset Management Certification, you will be assessed on your knowledge of all the Calypso Asset Management features including Portfolio Workstation (PWS), portfolio management, fund and mandate configuration, strategies, order generation, PWS reporting, and risk management.

Key Concepts Validated by the Certification

  • Benchmark
  • Investment action
  • Fund
  • Analyses
  • Order
  • PWS
  • Analyses
  • Strategy
  • Classification
  • Rating
  • Other

Target Audience

This Certification is intended for all Calypso Front Office and Middle Office users.

Exam Details

Group: Advanced

Format: Multiple-Choice and T/F questions

No. of credits: 4

No. of questions: 120

Time Allotted: 120 mins

Cost: USD 400

Prepare for Your Exam

The relevant Calypso Training courses and available resources to assist you with acquiring additional knowledge and skills to prepare for a Certification include the Asset Management eBook on the Calypso eLearning portal. This course is divided into several modules covering on overview of Investment Management, Fund Benchmark and Strategy Configuration, Trade Capture, Portfolio Workstation, PWS Reporting (Benchmark, Investment Risk, Currency Exposure and Performance Measurement), and Order Generation.