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A-Team Insight Blogs

Calypso Adds Portfolio and Risk Management Functionality to Trading Platform

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.

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