Crowther Investment LLC
Product Type: Database, Economic Forecasting & Data, Fundamental Analysis, Quantitative Analysis, Technical Analysis, Market & Credit Research, Market Data & Analytics, Portfolio Management & Valuation, Portfolio Strategy & Asset Allocation, Specialized & Others, Trading Platform
Markets: US
Security: Equity, Fixed Income
DESCRIPTION

Crowther Investment is a global, quantitative, investment process, technology, strategy and marketing firm; over 25 years experience working on the buy, sell, vendor and academic sides of the investment business.

 
FEATURES

Crowther Investment specializes in three areas:


Global, technology-based, investment process: design, implementation, validation, and improvement. Process flow consists of the following phases:


  • Equity Research
  • Portfolio Construction
  • Equity Trading
  • Post-trade
  • Process Improvement

    Investment technology: planning, tool selection, development, integration and management

    Strategy, Marketing, product research, development, management, and client support of related investment processes, products, research, strategies & technologies

    The focus is on the equity investment process, with the technology selected and implemented to support the process. Strategy and marketing services are available for processes, research, products, analytics and technologies.



    PRINCIPAL/ANALYST

    Hugh Lagan Crowther, has over 25 years experience with investment processes, technology Strategy and marketing. He has worked on the buy, sell, vendor and academic sides of the investment business.

    He began his investment career in 1982 at Value Line, where he managed and marketed the Institutional Quantitative Equity Research business. From 1987 to 1995 he built and led the Analytical Software and Data Services group at Kidder, Peabody & Co., which developed and marketed global quantitative equity, fixed income, and derivative research, management, and trading products and tools. From 1995 to 2001 he developed and managed international portfolio analytics, equity, fixed income, and derivative research, risk management, global benchmarks, and market data systems for Fidelity Management & Research. Since 2001, he has been directing quantitative research, building and managing portfolio analytics and models; creating investment training and education; evaluating, acquiring, integrating research, portfolio management, trading and investment technology for asset management, hedge fund, broker / dealer, financial engineering, portfolio manufacturing, tax efficient structured equity, custody, and vendor consulting clients.

    His professional and academic affiliations include:
    • Executive-In-Residence, Babson College
    • Steerage Committee Member and Treasurer, Quantitative Work Alliance for Applied Finance, Education & Wisdom, QWAFAFEW
    • Founder, Investment Technology Education Sub-Committee; Member, Quantitative Program Committee, Boston Security Analysts Society, BSAS (Boston CFA Institute)
    • Past President and former director, Society of Quantitative Analysts, SQA
    • Former Adjunct Professor, Brandeis University | International Business School
    • Member: CFA Institute, Chicago Quantitative Alliance - CQA, Boston Committee on Foreign Relations, Boston Market Technicians Association, Professional Risk Managers' International Association - PRMIA, and Global Association of Risk Professionals - GARP.


    Hugh holds a BSBA (Finance / Spanish) from the University of Denver, an MS (Management Engineering) and an MBA (International Business) from the University of Bridgeport. He is a citizen of the United States and the European Union. Investment Research, Tools & Products Experience
    •  
    DELIVERY

  • Investment process, system, model, report; development, integration and management
  • Research, trading, analytics, and technology project management
  • Written research, technical, advice,and strategy reports
  • Investment process consulting

    •  
    COST

    Services are billled by the hour or project; plus expenses.

     
    TO SUBSCRIBE

    Contact your CAPIS salesperson at 800.247.6729 or 214.720.0055, or contact Hugh Lagan Crowther at (781)431-1234 or hugh@crowther-investment.com.


    www.crowther-investment.com Global Quantitative Investment: Process, Technology, Strategy Financial Engineering Consulting - Boston