This course provides an introduction to the core portfolio management and trading functionalities in SimCorp One. Participants will gain practical insight into front office workflows and work hands-on with key applications including Asset Manager, Order Manager, and Trade Manager.

Key Learning Objectives: 

Analyze portfolio positions for equity and fixed income portfolios, create simulations and orders, and perform pre-trade compliance checks in Asset Manager

Execute equity and bond trading workflows using Order Manager

Navigate Trade Manager and understand OTC processing concepts within SimCorp One

Create, process, and review FX Forward transactions

Create Interest Rate Swap simulations and orders and analyze key contract attributes and transaction details

Delivery Format and Duration:

• Self-paced online curriculum: 6-8 hours of study, available two weeks before the live session and accessible for six months after course completion.
• Instructor-led workshops: Two virtual sessions (3 hours each) led by an expert trainer, combining demonstrations and hands-on exercises.

Target Audience: 
This course is designed for portfolio managers, traders, and other front office professionals who are new to SimCorp Dimension and require a practical introduction to its portfolio management and trading capabilities.

Pre-requisites: 

Basic SimCorp Dimension navigation skills.

General financial markets knowledge.

Recommended: Introduction to SimCorp Dimension Crash Course.

Course Details: 
Dates: 01 - 02 December, 2026 
Location: Virtual Classroom 
Language: English 
Duration: 2 days session of 3 hours 
Daily sessions from 2:00 - 5:00 PM CET // 8:00AM - 11:00 PM EST

 

Course Fee: 2350 EUR / 2755 USD / 3525 SGD excl. VAT