Please have a look at the oxyor simulations brochure

1. oxyor. simulations

2. Why use our simulations
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Trading Simulation
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Option Trading Simulation
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Portfolio Management Simulation
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What our users say
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The simulations in action
11 Participants are having fun while learning by doing
Asset Management Simulation
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All simulations run via internet
Credit Risk Simulation
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Bank Management Simulation
16 User friendly interface
Pension Fund Simulation Up to 100 participants, from around the world, in one session
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Additional offerings
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Sessions can be done in one hour
No facilitators physically needed on location
Online tutorials and videos available
Tailored scenarios possible
Tailored scenarios possible
Comprehensive debriefs on an individual level
content.
Scenarios for different skill levels

3. Why use our simulations
"Learning by doing" is Oxyor’s key motto and our simulations are perfect examples.
Realistic
Our simulations are built to be a mirror of reality. They are educational and can be competitive, but still
remain fun and engaging. In a realistic environment, users can explore different strategies and experience the
consequences of their actions and decisions. Our simulations can be tailored to your specific needs. We offer our
clients the possibility to include their own specific learning objectives. All the simulations are designed by the
best practioners from their respective fields which ensures that the simulations are realistic and cutting edge.
Educational
The unique debriefing function behind all our simulations gives the users the opportunity to analyse their actions
over time, explore areas of improvement, and adjust behaviour where needed. Our simulations are excellent tools
for training purposes as they focus not only on the end-results but also on behaviours and the thinking processes
during the simulations. The debrief offers not only a quantitative outcome from the debriefing tool but also offers
a basis for a qualitative discussion about the activities during the simulation. This way we can easily identify the
strengths and improvement areas for all users. Some simulations require intensive team work from which the users
can learn from each others’ strengths and weaknesses. The simulations develop a deeper understanding of the
topics explored and create a higher value for the investment made in training.
Entertaining
If you want to give your clients or employees hands-on experience in typical transactions of a financial institution,
using our simulations is your best solution. The simulations are ready to use with relatively little preparation for the
users, including those users without any knowledge of the simulation’s subject. Your clients or employees can sit in
your chair and experience the work environment in a financial institution in a fun and entertaining way.
Whether using our simulations for training, evaluation, awareness, or just for fun, all users will find the experience
to be rewarding.
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4. ©
Market Trader
Trading Simulation
Description Duration
The Trading Simulation puts the participants in the seat of During one trading session, normally lasting between one and
trader in a dealing room. They have to monitor the markets two hours, a full trading day is simulated. The length of a session
and act on news and price changes, as well as give two-way can vary depending on the experience of the participants. A
prices and manage risks. session can also be stretched to multiple days in order to show
the impact of overnight positions.
During the simulation, the participants experience the
stress, continuous demands, fast needed action and A first-time session typically requires either an hour of pre-
disappointments of a typical trading day. They will be simulation e-learning or a 30-minutes presentation before the
required to adapt their views and trading strategies when start of the trading.
faced with changing market conditions.
After the trading session, the instructor provides the
The participants interact with other market players, both real participants with both general (group) and individual feedback.
(other participants in the same trading session) and fictive. The feedback session usually takes some 30 minutes.
They trade a pre-programmed scenario from an actual
trading day. However, the scenario can be manipulated from A full trading simulation - with preparation, trading and
the control panel during the session in order to test various feedback - takes between two and three hours on average.
abilities of the individual participants.
The instruments which can be traded in the simulation
are: currencies, equities, indices, commodities, bonds and
fictitious instruments.
Key issues covered Evaluation
Dynamics of the financial markets After each session, a debrief is conducted, including the
Responses to client requests and changes following:
in market conditions
Risk management Profitability
Liquidity handling Risk and liquidity management and risk profile
Profit generation Position(ing) compared to market movements
Trading strategies and styles of trading Market awareness and reaction to news
Handling of market emotions and arbitrage Client service, including response times, pricing
possibilities accuracy and speed
Technical and fundamental analysis Trading style (e.g. market maker vs. ‘market taker’)
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5. ©
Option Trader
Option Trading Simulation
Description Duration
The Option Trading Simulation puts the participants in the During one trading session, normally lasting around two hours,
seats of option brokers. They have to monitor the markets and a full trading day is simulated. The length of a session can vary
act on news and price changes. At the same they give two- depending on the experience of the participants. A session can
way prices and manage risks and holding levels. Specific for also be stretched to multiple days in order to show the impact
the Option Trading Simulation is the inclusion of the Greeks of overnight positions.
and market volatility information.
A first-time session typically requires either one to two hours of
During the simulation, the participants experience the stress, pre-simulation e-learning or a 60-minute presentation before
continuous demands, fast needed action and disappointments the start of the trading.
of a typical trading day. They will be required to adapt their
views and option trading strategies when faced with changing After the trading session, the instructor provides the
market conditions. participants with both general (group) and individual feedback.
The feedback session usually takes 30-60 minutes.
The participants interact with other market players, both
real (other participants in the same trading session) and A full trading simulation - with preparation, trading and
fictive. They trade a pre-programmed scenario from an actual feedback - takes between two and four hours.
trading day. However, the scenario can be manipulated from
the control panel during the session in order to test various
abilities of the individual participants. The Option Trading
Simulation has many similarities with the (‘vanilla’) trading
simulation.
Key issues covered Evaluation
Dynamics of the financial markets After each session, a debrief is conducted, including the
The ‘Greeks’ following:
Responses to client requests and changes
in market conditions Profitability
Risk management Risk and liquidity management and risk profile
Liquidity handling Position(ing) compared to market movements
Profit generation Market awareness and reaction to news
Trading strategies and styles of trading Client service, including response times, pricing
Handling of market emotions and accuracy and speed
arbitrage possibilities Trading style (e.g. market maker vs. ‘market taker’)
Technical and fundamental analysis Managing Greeks and volatility
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6. ©
Prop Trader
Portfolio Management Simulation
Description Duration
The Portfolio Management Simulation lets the participants The simulation software is internet-based and runs ‘live’
gain valuable knowledge and experience in the process (either with a 15-minute delay or real time) over a period
and execution of portfolio management. The participants of at least four weeks. The length of a session can vary
are given a certain (fictive) amount of capital which they considerably depending on the experience of and time
can invest in a variety of securities. The goal is to maximise available for, the participants. A ‘normal’ length is five to
returns while adhering to their client’s portfolio objectives eight weeks.
and balanced trading risks. The online simulation uses real
market instruments in a real time environment. A standard session would require either one hour of
e-learning or a classroom presentation before the start of
The participants will get the opportunity to see which market the simulation.
theories work as expected and what happens when a theory
breaks down in practice. They gain an in-depth understanding After a simulation session, the group feedback takes on
of market dynamics and create and follow (their own) market average two hours. Individual feedback (partly given during
expectations as well as experience the emotions involved in a session), can range from ten minutes to two hours per
managing a portfolio of real instruments in real time. participant depending on the required depth of coaching.
Key issues covered Evaluation
Active management of a portfolio of The instructor will interact with the participants by analysing
various instruments their strategy and performance and give continuous
Risk and return appetites of clients feedback. During and after a session the participants are
Formulating of investing and trading strategies reviewed individually by an instructor on specific aspects
to build a balanced portfolio including the following:
Establishment of risk parameters, trading limits
and goals Profit and loss (volatility)
Selection of target instruments, sectors Risk management
and companies Identification of (own) trading styles
Analysis of expected returns, volatility and Knowledge and awareness of market developments/
portfolio “fit” for each investment products
Instruments to hedge or leverage a position Reaction to news and market changes
Realistic ‘take profit’ and ‘stop loss’ levels Liquidity management
Fundamental and technical analysis
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7. What our users say: The simulations in action
Allard Jacobs, Duncan Niederauer, All our simulations can be either run over the internet or The delivery itself is also very flexible. You can use our online
CEO All Options: CEO of NYSE Euronext: in a closed network environment with limited technical video tutorials and demonstrations or follow a train-the-
requirements. The sessions can be run in a single-user or trainer session in order to brief and debrief the participants
“This real-world simulation is the first in its kind and takes “Education and financial literacy are priorities at NYSE group environment giving you all the flexibility you need. yourself. Also, you can ask us to provide a facilitator or trainer
place in a time when the financial industry is changing. In Euronext and we consider the simulations to be a great way to run the session for you. We can also provide laptops and
this changing environment the role of market makers and to train young financial talent in preparation for a future When setting up a simulation you can have the participants infrastructure if needed.
liquidity providers is growing fast. Therefore we are pleased career in finance.” work in groups, or each participant working individually,
that the simulations have shown that the Netherlands has which is most common in trading. If you run the simulation You can set up most simulations to run within the space of
the talent to take advantage of these opportunities. To show Steve Barnes, over the internet, you can let everyone log into the system an hour (excluding briefing and debriefing) or as a support in
our belief in the trading simulation and the competition we Head of Trading, Standard Bank: within a classroom or from their home or desk. Through our training over a couple of days.
are offering the top 3 finalists a job contract.” administration and trainer consoles you are fully in control
“In the current financial markets, finding the correct people
and you can communicate with the participants. You can
is essential. Banks are looking for people who not only
create groups over the internet connecting participants from
Roy Kramer, make profits, but at the same time monitor their risk and
all over the world.
Nyenrode business university: treat their clients well. For this reason the simulations from
Oxyor have been perfect to analyse and train new people
“We have used the simulations from Oxyor in our executive for our business lines.”
programmes. We and our participants are convinced that
the simulations are an important tool to bridge the gap
Anja Ong,
between the academic world and the actual day-to-day
Global winner of the Traders Trophy:
business. The software Oxyor provides is of extremely high
quality, flexible and user friendly. “It was very stressful but a great experience. I didn't know
We would highly recommend using Oxyor and its simulations anything about trading when I started and now I feel I have
for all your training.” gained great understanding of investment banking.”
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8. Asset Manager
©
Asset Management Simulation
Description Duration
The Asset Management Simulation gives the participants The simulation software is Internet based and runs normally
the opportunity to gain valuable knowledge and experience over a period of one day. The portfolios are constructed
in the process of portfolio management and strategic asset in a simulated environment that spans over five years,
allocation. which translates to one simulated month per five minutes.
The duration may be adjusted to match the participants’
The participants are given a certain (fictive) amount of experience and available time.
capital which they can strategically invest over asset classes
and their constituents. The goal is to maximise returns while A standard session would require either one hour of
adhering to their fund objectives and risks. e-learning or classroom presentation before the start of the
simulation.
The participants will gain an in-depth understanding of
market dynamics and can create and follow (their own) After a simulation session, the group feedback takes on
market expectations as well as experience the emotions of average two hours. Individual feedback can range from ten
managing a fund over a longer time horizon. They will get the minutes to two hours per participant depending on the
opportunity to see which market theories work as expected required ‘depth of coaching’.
and what happens when a theory breaks down in practice.
Key issues covered Evaluation
Active management of a portfolio of various The instructor will interact with the participants by analysing
instruments their strategy and performance and give continuous
Risk assessment and rating feedback. During and after a session the participants are
Risk and return appetites of clients reviewed individually by an instructor on specific aspects
Pricing, covenants and collateral including the following:
Formulation of investing and trading strategies
to build a balanced portfolio Profit and loss (volatility)
Establishment of risk parameters, trading limits Risk management
and goals Identification of (own) trading styles
Credit portfolio management Knowledge and awareness of market developments
Selection of target instruments, sectors Reaction to news and market changes
and companies Liquidity management
Analysis of expected returns, volatility Fundamental and technical analysis
and portfolio “fit” for each investment Fund strategy handling
Instruments to hedge or leverage a position
Realistic ‘take profit’ and ‘stop loss’ levels
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9. ©
Credit Manager
Credit Risk Simulation
Description Duration
The Credit Risk Simulation gives the participants an To allow the participants to clearly see the effects of their
opportunity experience in practise the challenges of decisions, we recommend that a simulation last for a
making credit decisions and managing a credit portfolio in a minimum of four ‘rounds’. One round typically lasts two
competitive and dynamic environment. All of the elements hours and is equivalent to one year in real time.
of a real credit decision environment are featured in the
simulation. The duration of the Credit Risk Simulation is usually three
days. The simulation can be shortened or extended depending
After the simulation, the participants will be able to recognise on the purpose of the simulation and the experience level of
the consequences of the Basel rules and the importance of the participants. Tailor-made scenarios can be provided but
economic capital. They also will be able to calculate and use against extra developmental costs.
financial ratios and ratings, evaluate covenants, collateral,
and assess – and take – credit risk. To prepare for the Credit Risk Simulation, the participants
can obtain additional theoretical knowledge regarding risk
The participants will be divided into groups of three to five concepts, either by e-learning or in a preceding training
people, each representing the credit risk department of a session.
bank. Each group sets its own risk strategy, organises its work
and uses credit risk tools to make decisions with regard to The simulation may be preceded by a 3-5 day Enterprise
credit proposals and credit portfolio management. The Credit credit risk course, where the participants acquire a deeper
Risk simulation takes place in a competitive environment (theoretical) understanding of credit and financial analyses
where Return on Economic Capital (similar to RAROC) is the of corporates.
main measurement of success.
Key issues covered Evaluation
Basel I, II and III and various capital definitions After each simulation an overall evaluation can be conducted
Risk assessment and rating in which the participants will address and evaluate:
Risk process and limits
Pricing, covenants and collateral Performance (Return on Economic Capital as well
Loan products and exit possibilities as profit & loss)
Credit portfolio management Risk profile and commercial issues
Limit setting and usage of limits
Group organisation and working methods
Interpretation of, and reaction to, news
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10. Bank Manager
Bank Management Simulation
©
Description Duration
In the Bank Management Simulation, the participants will The simulation software is internet based and usually runs
experience what it is like to manage a bank over a (fictive) session objectives over a period of one to three days. In a
period of 10 years. They will come across different economic session a period of 10 years is simulated. The duration
conditions of inflation, interest rates, asset returns and may be adjusted to match the participants’ experience and
funding issues next to the behaviour of loans to corporates available time.
and private individuals.
A standard session would require either one hour’s worth of
The participants have to manage the balance sheet of the e-learning or classroom presentation before the start of the
bank, comply with Central Bank and Basel I/II/III regulation simulation.
and manage the interests of all stakeholders. They will have
to balance funding and investments throughout various After a simulation session, the group feedback takes on
economic conditions. average two hours. Individual feedback can range from
ten minutes to one hour per participant depending on the
The participants will gain an in-depth understanding of required depth of coaching.
market dynamics important for banks, as well as experience
the emotions of managing a bank over a longer time horizon.
Key issues covered Evaluation
Setting and management of a banks objectives The instructor will interact with the participants by analysing
Management of funding their strategy and performance and give continuous
Risk management, through ‘normal’ economic feedback. During and after a session the participants are
cycles and ‘unexpected shock’ scenarios reviewed both as a group (a ‘banks board’) and individually
Balance the interest of all stakeholders by an instructor on specific aspects including the following:
Interpretation of macroeconomic data and
economic news Funding strategy
Decision making under economic uncertainty Handling and meeting of objectives
Compliance with regulatory requirements Profitability for all stakeholders
Risk management
Knowledge and awareness of economic
developments
Reaction to market changes
Asset management
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11. ©
Pension Manager
Pension Fund Simulation
Description Duration
In the Pension Fund Simulation, the participants will The simulation software is internet based and usually runs
experience what it is like to manage a pension fund over a session objectives over a period of one day. In a session a
(fictive) period of 50 years. They will come across different period of 50 years is simulated. The duration may be adjusted
economic conditions of inflation, interest rates and asset to match the participants’ experience and available time.
returns.
A standard session would require either one hour’s worth of
The participants have to manage the balance sheet of the e-learning or classroom presentation before the start of the
pension fund, comply with Central Bank regulation and simulation.
manage the interests of all stakeholders. They will have to
balance short term (inflation, compensation) and long term After a simulation session, the group feedback takes on
(fund solvency over economic cycles) considerations. average two hours. Individual feedback can range from
ten minutes to one hour per participant depending on the
The participants will gain an in-depth understanding of required depth of coaching.
market dynamics important for pension funds, as well as
experience the emotions of managing a pension fund over a
longer time horizon.
Key issues covered Evaluation
Setting and management of pension fund objectives The instructor will interact with the participants by analysing
Fund management, including balance sheet and risk their strategy and performance and give continuous feedback.
management, through ‘normal’ economic cycles and During and after a session the participants are reviewed
‘unexpected shock’ scenarios both as a group (a ‘pension fund board’) and individually by
Balance the interest of all stakeholders (active an instructor on specific aspects including the following:
members, retirees, unions, regulators and politics)
Interpretation of macroeconomic data and Fund strategy handling and meeting of stakeholder
economic news objectives
Decision making under economic uncertainty Profitability
Compliance with regulatory requirements Risk management
Knowledge and awareness of market developments
Reaction to news and market changes
Liquidity management
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12. Additional offerings:
Assessment and recruitment services
Oxyor can provide assessment and recruitment services tailored to your organisation. In an
assessment, we use a combination of tests, simulations, case studies, pitches and presentations.
Client events
Oxyor’s simulations are well suited for client events and client entertainment.
Our trainers are also frequently used as speakers at seminars and conferences.
Competitions
Oxyor is the global sponsor of and delivers the simulation software for the highly successful
student competition 'Traders Trophy Worldwide'. Our trainers and simulations can be used for
other types of competitions as well.
Advisory
Due to the up-to-date and in-depth subject knowledge of our trainers, they are occasionally
asked to work as subject matter experts in various projects.
Online Training
By using our state of the art portal that bridges the gap between online learning and classroom
training, you can increase flexibility and generate greater return on your learning investment.
Onsite Training
Oxyor delivers full service training and development programmes for graduates and continuous
development.
Masters
In combination with several highly-regarded business universities around the world, Oxyor
delivers executive masters of finance programmes.
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13. Olmenlaan 28
1404 DG Bussum
The Netherlands
T +31 (0) 35 6921 392
info@oxyor.com
www.oxyor.com