Investment Research Technology builds the software that enables the Global Research team to perform fundamental analysis of individual companies, sectors and entire economies.

The group also supports the production of macroeconomic forecasts, reports on companies and industries, investment opinions on individual securities, strategic portfolio management recommendations and a wide range of data products for the firm’s investing clients and the firm’s own traders and salespeople. Projects include:

• Developing analytical tools for financial modeling and sophisticated stock screening
• Generating custom document management solutions to create,
  publish and archive the firm’s research content
• Building a Web site for our clients, featuring a library of our publications
  and tools for working with the data produced by Global Research
  analysts
• Developing and maintaining distribution systems for transmitting our
  research to clients inside and outside the firm

Creating reporting systems for monitoring and improving client service and ensuring regulatory compliance.

Investment Research Technology is comprised of the following groups:

Publishing designs and develops analyst-facing authoring tools and workflow. This includes Word and PowerPoint templates for the creation of written content and generation of renditions from said content.

Numbers delivers the centralized global strategy for the capture and processing of Investment Research financial data. This includes financial analysis tools integrated into the analyst desktop via .NET, integration with our core J2EE workflow systems and leverage of the strategic AW SecDB platform both for the benefit of Global Research (GR) and the distribution of our numbers firmwide.

Content Management Group Applications provides software solutions to centralize, streamline and expedite content management tasks. The group develops and maintains applications and tools for document and referential data workflow management and compendium authoring and generation.

Distribution is responsible for re-engineering the distribution platform in GR. This includes all the data and document feeds that are sent out to various aggregators such as Bloomberg and Reuters. The team leverages new technologies on the internet to increase the marketability, presence and visibility of GR, such as podcasts and RSS channels.

Legal provides software tools for generating disclosures and disclaimers to meet regulatory requirements for investment research publications.

Management Information Systems provisions analytical tools and operational reports for GR management and its business unit leaders.

Core oversees data architecture, software development and deployment procedures, quality assurance, project management and division-wide technical concerns, such as security, performance and scalability. The group is also responsible for the software that manages, analyzes and retrieves the financial data produced by GR analysts.

Reference Data is responsible for the development of technology to provide the Firm with the product, pricing, and client reference data required to support all businesses, across all functions. We support the sourcing and consolidation of information from many sources. Our current focus is the design and build out of the new Common Reference Data Architecture, which will provide a framework supporting real-time notification, instrumentation, workflow, and an optimized approach for processing, with tight integration within the Operations Desktop. The technologies this area will be levering will include .NET, workflow / business process management, document bar-coding and scanning, the Institutional Portal, CRM, and digital rights management.