Course Description

This training module helps  you to learn basics of Portfolio Workstation and its concepts like

•Calypso/PWS as Investment decision support and IBOR solution

•Day in the life of a portfolio manager with PWS 

•PWS key concepts: Funds, portfolios, cash, benchmarks 

•Functional blocks 

•Real time PL and Risk

•Decision Support  : Order, rebalancing, execution to an EMS

•Benchmarking, Performance attribution, Parametric Var/Tracking Error

•Compliance and Treasury Integration

PWS Setup: analysis designer, official pl, column sets, layout, grouping

Calypso Learning Services

Course curriculum

  • 1

    Portfolio Workstation (PWS)- Introduction & Concepts

    • Learning Module

    • PWS as a Decision Support Tool

    • PWS 2h introduction and concepts - Video