Equity Research

Portfolio Construction

Equity Trading

Post-trade

Process Improvement

Post-trade

Settlement, Custody & Clearing

The trade must be confirmed, settled and delivered.  The back office function is too important to not get right. If not efficient, sill cause bottlenecks and interfere with the investment process flow.  There is a vast selection of trade processing technology to streamline these steps in the settlement and clearing phase. Crowther Investment can help with the following functions:


  • Confirm, clear & settle
  • Trade allocation
  • Custody/Accounting reconciliation
  • Prime broker issues
  • Securities lending & borrowing
  • Straight through processing (STP)
  • Tax efficient optimization & management: tax lot IDs, HIFO, FIFO; links to optimizer, accounting, custody systems
  • Clearinghouses
  • Standardized derivative contracts

 

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, Data, Technology, Marketing
Data Science Consulting - Boston
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