Boston Security Analysts Society - CFA Continuing Education
Selected Topics in High Frequency Investing, July 16. 2008


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
  • 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
  • Complex event processing
  • Data architecture coherent with investment process 
  • Objective evaluation and inventory of data, systems & software
  • Implementation of global fundamental financial, pricing, estimate, economic, proprietary and other commercial databases
  • Market data management and integration
  • Vendor management & negotiation; procurement, legal, contracts, SLAs, etc. 
  • 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, 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, Features & Services, FIBV, Fidelity Investments / FMR,Financial Asset & Event, Financial Times Actuaries, FTSE, FT Interactive Data (IDC), First Call, GLOBAL INSIGHT (DRI-WEFA, Data Resources/Wharton Econometrics),  Goldman Sachs, HOLT CSFB, I/B/E/S (IBES), IDD/Tradeline, IFC, ISID+, ITG, JPMorgan, Lehman Bros., Lipper, M&A, Market QA / Quantitative Analytics, MATLAB, MetaStock, Micrognosis-MIPS, Micropal, Merrill Lynch, Morningstar, MSCI, Muller, Northfield, Oracle, PACE, Portfolio Manufacturing, Portfolio Management, PRISM, Putnam, Reuters,  Reuters Marketfeed 2000, Reuters Triarch-SSL, Russell, Standard & Poor's Compustat,S&P GICS, S&P Global Vantage,S&P Indices, S&P Credit Ratings, S&P Research Insight, S&P Compustat Xpressfeed, 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, 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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