Investment Technology

Systems are the infrastructure that holds the investment process together. Algorithms, software & hardware are the machinery in this manufacturing process; data are the raw materials. The technology ensures the investment process is transparent, measurable, improvable, repeatable, streamlined, and scalable.

Crowther Investment has analysis and project management experience with data and software in most phases of the equity, fixed income, and derivative investment process, and systems development life cycle. Efforts we can lead and facilitate include:
  • Project planning, initiation and management consulting
  • Business analysis and requirements gathering & definition
  • Software, market, research & reference data selection
  • Statistical & decision support software implementation
  • Relational vs time series database usage
  • High frequency and varying periodicity data
  • Real-time, low latency data, complex event processing (CEP), ticker plants
  • Data architecture coherent with investment process 
  • Inventory and objective evaluation of data, systems & software
  • Implementation of global fundamental financial, pricing, estimate, economic, proprietary and other commercial databases
  • Market data management and integration
  • Vendor evaluation, comparison, selection, management & negotiation; procurement, legal, contracts, SLAs, (SunGard/Fiserv, Thomson Reuters/Maket QA/TQA, Compustat, Capital IQ, ClariFI, FactSet Consulting)
  • Internet marketing & website; content development, search engine optimization (SEO), Google AdWords campaigns
  • Systems, product & tool development 
  • Financial engineering
  • Separately Managed Accounts (SMA), Unified Managed Accounts (UMA) technology platforms
  • Liaise between senior management, investment and technology professionals
  • Customized investment solutions
  • Software implementation
  • QA / testing
  • Documentation
  • Education & Training 

Investment Research Data & Tools

- Brandeis University | International Business School


Investment Research, Tools & Products Experience

Advent, BARRA, Bloomberg, Bridge, C/C++, Citigroup (Salomon Bros) Yield Book, ClariFI ModelStation (Capital IQ), Columbia / Bank of America, Corporate New Issues, Counterparty, CRSP, Customer & Involved Party, DAIS, Datastream, Disclosure, Dow Jones, DTCC, EJV, Equity Research, Eagle PACE, Excel, Extel, FactSet, FAME (SunGard Data Solutions), Features & Services, FIBV, Fidelity Investments / FMR,Financial Asset & Event, Financial Times Actuaries, FTSE, FT Interactive Data (IDC), First Call, Gerson Lehrman Group, GLOBAL INSIGHT (DRI-WEFA, Data Resources/Wharton Econometrics),  Goldman Sachs, Google AdWords, HOLT CSFB, I/B/E/S (IBES), IDD/Tradeline, IFC, ISID+, ITG, JPMorgan, Lehman Bros., Lipper, M&A, Market QA / Quantitative Analytics, Macro-economic, MATLAB, MetaStock, Micrognosis-MIPS, Micropal, Merrill Lynch, Morningstar, MSCI, Muller, Northfield, Oracle, PACE, Portfolio Manufacturing, Portfolio Management, PRISM, Putnam, R, Reuters,  Reuters Marketfeed 2000, Reuters Triarch-SSL, Russell, Standard & Poor's Compustat(Capital IQ),S&P/MSCI GICS, S&P Global Vantage, S&P Indices, S&P Credit Ratings, S&P Research Insight(Capital IQ), S&P Compustat Xpressfeed(Capital IQ), Salomon Brothers Stockfacts, Salomon Bros. Yield Book, SAS, Security Master (Products / Security Reference / Financial Instrument), State Street, SQL, Tax Efficient Structured Equity, Telekurs, Thomson, Tradeline International, Trading, Value Line, Vestek, Vickers, Vision (FactSet), Worldscope, WorldVest, Zacks


Investment Process
  Equity Research

  Portfolio Construction

  Equity Trading

  Post-trade

  Process Improvement


Hugh Lagan Crowther
(781) 640-3354
hugh@crowther-investment.com

Global Quantitative Investment:
Process, Technology, Marketing
Financial Engineering Consulting -
Boston
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