Course curriculum

    1. Calypso ERS Limits & Compliance Overview

    2. Introduction to ERS Compliance

    3. ERS Compliance: Overview Video

    1. ERS Configuring Investment Rules

    2. Introduction to Configuring Concentration Limits

    3. ERS Compliance: Compliance Monitor Video

    4. ERS Compliance: Concentration Limits Video

    5. ERS Compliance: Check Limits Video

    6. ERS Compliance: Authorization Video

    7. ERS Risk Analysis Rules

    8. ERS Compliance: Risk Analysis Rule Configuration Video

    9. ERS Compliance: Portfolios Video

    1. FO Support and Workflow

    2. ERS Violation Management

    3. ERS Compliance: Investment Approval Video

    4. ERS Compliance: Violation Video

    1. ERS Compliance: EOD Configuration

    2. ERS Compliance: Scheduled Task Video

    1. ERS Compliance: FAQ and Troubleshooting

About this course

  • Free
  • 19 lessons
  • 0.5 hours of video content