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 Financial Data In a Quantitative Investment Framework, Winter 2004 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 © Copyright 2002-2010