List of NASDAQ Calypso Investment Management Customers
New York, 10006, NY,
United States
Since 2010, our global team of researchers has been studying NASDAQ Calypso Investment Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased NASDAQ Calypso Investment Management for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using NASDAQ Calypso Investment Management for Portfolio and Investment Management include: Northwestern Mutual, a United States based Banking and Financial Services organisation with 7000 employees and revenues of $36.12 billion, Emirates Nbd United Arab Emirates, a United Arab Emirates based Banking and Financial Services organisation with 25400 employees and revenues of $8.28 billion, Ontario Municipal Employees Retirement System, a Canada based Banking and Financial Services organisation with 1400 employees and revenues of $5.60 billion, ASX, a Australia based Banking and Financial Services organisation with 1190 employees and revenues of $943.0 million, BNP Paribas Securities Services, a France based Banking and Financial Services organisation with 12098 employees and revenues of $579.0 million and many others.
Contact us if you need a completed and verified list of companies using NASDAQ Calypso Investment Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The NASDAQ Calypso Investment Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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AGF Investments | Distribution | 800 | $434M | United States | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2010 | n/a |
AGF Investments implemented NASDAQ Calypso Investment Management in 2010 to provide Portfolio and Investment Management capabilities for its investment advisory function. The deployment targeted risk analytics and trading support to inform buy and sell decisions for multiple financial instruments, with the NASDAQ Calypso Investment Management application positioned as the central risk and portfolio analysis tool.
The implementation included a risk management module that performs historic trend analysis using Monte Carlo simulation and futuristic projections using stochastic modeling, incorporating factors such as industry affiliations, assets under management, and compliance culture. Functional capabilities implemented include scenario simulation, portfolio level risk scoring, and advisory output generation used by investment advisors to translate model results into trading decisions.
The NASDAQ Calypso Investment Management instance integrated with an online trading portfolio management application called Calypso to support trading of multiple financial instruments, enabling the flow of modeled risk insights into execution workflows. Oracle 11g was used as the database tier with OBIEE reported as the business intelligence layer, and SQL based confirmation and database management was exercised during back end testing and validation.
Governance and operational coverage centered on investment advisory and trading desk processes, with back end data validation performed by comparing historic trend inputs to present trends to inform future advice. Validation activities included SQL driven confirmation queries and data reconciliation between the risk analytics outputs and the Oracle 11g reporting feeds, supporting ongoing data quality and model governance for Portfolio and Investment Management.
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AIM13 | Transportation | 50 | $10M | United States | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2007 | n/a |
In 2007, AIM13 implemented NASDAQ Calypso Investment Management for Portfolio and Investment Management. The NASDAQ Calypso Investment Management deployment was positioned to centralize risk analytics and portfolio operations consistent with institutional investment management workflows.
The implementation emphasized risk modules and analytics, including market risk, credit risk, liquidity risk, currency risk, counterparty risk and operational risk monitoring. Configurations supported value at risk generation and supplementary analytics referenced in the environment, such as Greeks, relative VaR and CVaR, and were used to assess hedging strategy consistency against portfolio holdings.
Integrations documented in the implementation included interfaces to RiskMetrics for VaR and bond modeling analytics, data mapping across more than 15 internal systems, and connections to external data vendors used for operational risk and loss data. Operational architecture incorporated data segregation and access controls, portal security using a confederated single sign on approach with Siteminder, disaster recovery planning and systems redundancy to support high speed transaction processing, reconciliation, settlement and clearance workflows.
Governance and operational changes included vendor management for market and risk data, apportioned risk and cost allocation across front office, middle office and back office groups, and strengthened counterparty risk controls. The configuration of NASDAQ Calypso Investment Management supported ongoing risk monitoring and operational risk components rather than reporting specific financial outcomes.
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ASX | Banking and Financial Services | 1190 | $943M | Australia | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2013 | n/a |
In 2013 ASX implemented NASDAQ Calypso Investment Management to support OTC derivative clearing as the exchange and clearing house. The NASDAQ Calypso Investment Management deployment targeted Portfolio and Investment Management requirements for both house and client clearing, establishing a centralized platform for trade capture, novation and margining workflows.
The implementation emphasized core Calypso modules and configuration, including ERS module driven initial margin using a VaR methodology, variation margin and PAI calculations, trade capture and novation flows, position netting and position transfer, and fee engines for novation and maintenance fees covering D2D and client clearing. Static data configuration work encompassed legal entity records, entity-specific attributes, separate house and client books, and trade filters used by ERS, along with specification and implementation of forward start swaps and updates to the trade eligibility document.
Integrations were executed with the affirmation platform MarkitWire for incoming trade messages and confirmation workflows, and with market data feeds from Markit for pricing and PV01 checks prior to clearing. The implementation also included downstream integrations for post‑trade processing, backloading and confirmation messaging, and post novation checks for limits and cross margination checks, aligning clearing operations with front office and risk systems.
Governance and process work was driven by business analysis and testing disciplines, with business requirements specifications produced for house and client clearing, walkthroughs to secure technology and business signoffs, and technical specifications to guide Calypso configuration. Testing covered static data validation, trade capture and novation, position netting and transfers, PV01 pre‑clear checks, initial and variation margin calculations, fee generation, trade termination and transfer workflows, and verification of FpML message generation for clearing related trades.
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Banking and Financial Services | 12098 | $579M | France | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2017 | n/a |
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Banking and Financial Services | 25400 | $8.3B | United Arab Emirates | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2009 | n/a |
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Banking and Financial Services | 320 | $69M | United States | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 20 | $2M | United States | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 120 | $12M | United Kingdom | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2014 | n/a |
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Banking and Financial Services | 7000 | $36.1B | United States | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2008 | n/a |
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Banking and Financial Services | 1400 | $5.6B | Canada | NASDAQ | NASDAQ Calypso Investment Management | Portfolio and Investment Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating NASDAQ Calypso Investment Management
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