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:
  • Full SDLC methodology: requirements, design, development, testing, UAT, training, documentation
  • Project planning, initiation and management consulting
  • Business analysis and requirements gathering & definition
  • Software, market, research & reference data selection
  • Project management, product management, systems integration
  • Statistical & decision support software implementation
  • Relational vs time series database usage
  • High frequency and varying periodicity data
  • Translate news into analytics, ranks, scores, and signal for quantitative models (news analytics/news sentiment)
  • Intelligent text & news; searching, reading, parsing, elementizing, coding, sentiment, relevance,  logical, and inference processes, Data Science, Natural Language Processing (NLP), machine learning, Unstructured (Big) 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
  • Equity Research Management Systems (RMS) deployment, integration
  • Market data management and integration
  • Vendor evaluation, comparison, selection, management & negotiation; procurement, legal, contracts, SLAs, (SunGard/Fiserv, Thomson Reuters/Maket QA/TQA/QA Studio, 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) Unified Managed Households (UMH), technology platforms
  • Liaise between senior management, investment, technology professionals and operations
  • Customized investment solutions
  • Software implementation
  • QA / testing
  • Documentation
  • Education & Training 
 

- Brandeis University | International Business School


Investment Research, Tools & Products Experience

Advent, Agile, Alexandria, Barclays(Lehman), Barra, Big Data, BlackRock, Bloomberg, Bridge, C/C++, Citigroup (Salomon Bros) Yield Book, ClariFI ModelStation (Capital IQ), Complex Event Processing, Columbia/Bank of America, Corporate New Issues, Counterparty, CRSP, Customer & Involved Party, DAIS, Data Resources/Wharton Econometrics), Data Science, Datastream, Disclosure, Dow Jones, DTCC, Eagle PACE, EJV, Equity Research, ETL, Excel, Extel, FactSet, FAME (SunGard Data Solutions), Features & Services, FIBV, Fidelity Investments / FMR, Financial Asset & Event, Financial Times Actuaries, First Call, FT Interactive Data (IDC), FTSE, Frontier Markets, Gerson Lehrman Group, GLOBAL INSIGHT (DRI-WEFA, Goldman Sachs, Google AdWords, Google Analytics, Hadoop, HOLT CSFB, I/B/E/S (IBES), IDD/Tradeline, IFC, ISID+, ITG, JPMorgan, Lipper, M&A, machine learning, Macro-economic, market data, Market QA / TQA / QA Direct / QA Studio / Thomson Reuters Quantitative Analytics, MATLAB, Merrill Lynch, MetaStock, Micrognosis-MIPS, Micropal, Morningstar, MSCI, Muller, news sentiment, Northfield, Oracle, PACE, Point in Time, Portfolio Management, Portfolio Manufacturing, predictive analytics/modeling, PRISM, Putnam, R, reference data, Reuters, Reuters Marketfeed 2000, Reuters Triarch-SSL, Russell, S&P Compustat, Xpressfeed(Capital IQ), S&P Credit Ratings, S&P Global Vantage, S&P Indices, S&P Research Insight(Capital IQ), S&P/MSCI GICS, Salomon Bros. Yield Book, Salomon Brothers Stockfacts, SAS, SDLC, Security Master (Products / Security Reference / Financial Instrument), SMA, SQL, Standard & Poor's Compustat(Capital IQ), State Street, Tax Efficient Structured Equity, Telekurs, Thomson Reuters News Analytics (TRNA) / Machine Readable News, Thought Leadership, Tradeline International, Trading, UMA, Unstructured (Big) Data, 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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