About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Calypso Adds Portfolio and Risk Management Functionality to Trading Platform

Subscribe to our newsletter

Calypso Technology has extended its trading and collateral optimisation platform with the integration of real-time portfolio and risk management functionality. The integration aims to support growing numbers of investment managers trading both derivatives and cash securities.

The complete solution, Portfolio Workstation, builds on existing Calypso capabilities in areas such as pricing and position keeping to provide a multi-asset real-time command centre that allows portfolio managers to monitor position values and risks, initiate trades and rebalance portfolios. It also calculates realised and unrealised gains and losses, and allows managers to select custom benchmarks for performance measurement and error tracking.

Sylvain Privat, director of product management at Calypso, explains: “Portfolio Workstation includes all the information that is needed to make decisions and streamline objectives. Using the software, managers can coordinate orders in an automated and controlled way and then send them to market.”

As well as allowing portfolio managers relatively easy access to risk and portfolio data that is integrated with Calypso’s trading and collateral optimisation platform, the real-time nature of Portfolio Workstation allows market data and corporate actions data to be integrated, in turn allowing investment managers to use the software as an investment book of record. The software also supports Dodd-Frank and EMIR regulatory requirements around pricing trades and estimating margin calls.

Portfolio Workstation is available immediately and has been in beta test with three Calypso clients that plan to go live with the software in the first quarter of 2016. The next developments of the software from a product perspective include the automation of risk balancing and hedging processes.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Streamlining trading and investment processes with data standards and identifiers

Financial institutions are integrating not only greater volumes of data for use across their organisation but also more varieties of data. As well, that data is being applied to more use cases than ever before, especially regulatory compliance and ESG integration. Due to this increased complexity of institutions’ data needs, however, information often arrives into...

BLOG

FCA Derivatives Trading Obligation: Why GRC Teams Should Watch Article 28a Closely

The FCA’s latest announcement on the UK derivatives trading obligation (DTO) landed quietly on July 17, but its impact is more than a short web statement. By invoking its brand-new power of direction under Article 28a of onshored MiFIR, the regulator has replaced the post Brexit Temporary Transitional Power (TTP) transitional regime with a standing...

EVENT

AI in Capital Markets Summit London

Now in its 2nd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

The DORA Implementation Playbook: A Practitioner’s Guide to Demonstrating Resilience Beyond the Deadline

The Digital Operational Resilience Act (DORA) has fundamentally reshaped the European Union’s financial regulatory landscape, with its full application beginning on January 17, 2025. This regulation goes beyond traditional risk management, explicitly acknowledging that digital incidents can threaten the stability of the entire financial system. As the deadline has passed, the focus is now shifting...