Scheduled Training - CALM / Reinvestment

Please note: You must complete the General Overview and General Liability Web Based Training before attending  these sessions.

This full day session will introduce experienced AXIS users to the CALM valuation process and Reinvestment Strategies. You must have completed the General Asset Web Based Training, or be an experienced user of the Asset module and at least one of the Liability modules. This session would also be relevant for ALM or Cashflow testing.

At the end of this session, participants will be able to:

• Modify Datasets to perform CALM valuations
• Create, modify and manage Scenarios
• Generate the 7 Prescribed Scenarios with ScenarioTools
• Generate the Initial Asset Position at the Fund level interactively and using AXIS Batches
• Capture the Portfolio Rate interactively and using AXIS Batches
• Create and modify Reinvestment Strategies, investigating options for positive and negative cashflows
• Create and modify Calendar Year reports to view CALM results

This interactive session is based on examples designed to highlight for participants the major aspects of the functionality. Details can be discussed with the trainer during the session to ensure specific needs and questions are addressed.

Scheduled Dates | Course Summaries