Custom Index Creation by Portfolio Mix

Created Axys customization that allows clients to map representative indexes to industry codes, and generate custom indexes using the specific asset values at the end of each month to determine what percentage of the representative indexes should be in the custom index.

Asset Class Report over Time Horizon

Created an Excel sheet which details Axys asset class exposure over a given time horizon. This Excel sheet assigns a numerical value for each time period and portfolio which allows operators to easily identify the asset class breakdown.

Axys Company/Department Switch

Created a front end menu to allow our clients to easily switch between multiple sets of Axys files.

Label Replicator

Created label replicator to take labels from Axys client files, and add them to performance files.

Price Wizard

Created price wizard utility utilizing a combination of Axys scripts, and macros with Visual Basic to automate the daily pricing process at various clients sites. The purpose of the price wizard is to utilize available prices from interface price and position files thereby minimizing the cost of pricing via IDC.

Report Style Management

Created program to manage report styles among multiple PCs. This program was created for Axys 1.0, and is no longer required for later versions of Axys.