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List of NASDAQ Calypso Investment Management Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
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.
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.
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.
Banking and Financial Services 12098 $579M France NASDAQ NASDAQ Calypso Investment Management Portfolio and Investment Management 2017 n/a
Banking and Financial Services 25400 $8.3B United Arab Emirates NASDAQ NASDAQ Calypso Investment Management Portfolio and Investment Management 2009 n/a
Banking and Financial Services 320 $69M United States NASDAQ NASDAQ Calypso Investment Management Portfolio and Investment Management 2016 n/a
Banking and Financial Services 20 $2M United States NASDAQ NASDAQ Calypso Investment Management Portfolio and Investment Management 2012 n/a
Banking and Financial Services 120 $12M United Kingdom NASDAQ NASDAQ Calypso Investment Management Portfolio and Investment Management 2014 n/a
Banking and Financial Services 7000 $36.1B United States NASDAQ NASDAQ Calypso Investment Management Portfolio and Investment Management 2008 n/a
Banking and Financial Services 1400 $5.6B Canada NASDAQ NASDAQ Calypso Investment Management Portfolio and Investment Management 2016 n/a
Showing 1 to 10 of 12 entries

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FAQ - APPS RUN THE WORLD NASDAQ Calypso Investment Management Coverage

NASDAQ Calypso Investment Management is a Portfolio and Investment Management solution from NASDAQ.

Companies worldwide use NASDAQ Calypso Investment Management, from small firms to large enterprises across 21+ industries.

Organizations such as Northwestern Mutual, Emirates Nbd United Arab Emirates, Ontario Municipal Employees Retirement System, ASX and BNP Paribas Securities Services are recorded users of NASDAQ Calypso Investment Management for Portfolio and Investment Management.

Companies using NASDAQ Calypso Investment Management are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

Companies using NASDAQ Calypso Investment Management are most concentrated in United States, United Arab Emirates and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of NASDAQ Calypso Investment Management across Americas, EMEA, and APAC.

Companies using NASDAQ Calypso Investment Management range from small businesses with 0-100 employees - 16.67%, to mid-sized firms with 101-1,000 employees - 41.67%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 16.67%.

Customers of NASDAQ Calypso Investment Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified NASDAQ Calypso Investment Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.