| Zacks Investment Research continues to provide significant innovations to the investment community. | |
| 1979 | First company to track analysts' quarterly EPS estimates |
| 1981 | Created the concept of the Earnings Surpise |
| 1982 | Created the Zacks Rank a model based on earnings estimate revisions and earnings surprises |
| 1989 | First company to begin measuring the accuracy of analyst EPS forecasts and broker recommendations |
| 1993 | Created quantitative model that price response following EPS surprises |
| 1997 | Created Zacks model to predict EPS more accurately than the consensus |
| 1999 | The first company to develop Sales Estimates, Sales SurprisesTM and Target Price data |
| 2000 | Zacks Advisor is selected as the most widely used research source on the internet by investment professionals |
| 2002 | Zacks.com surpasses over half a million registered users |
| 2005 | First company to develop a semi-active index for micro cap stocks |
IN EARLY 2000, the Securities and Exchange Commission determined that investment research was heavily biased and required the major brokerage firms to provide independent investment research to individual investors. In response to the SEC Research Settlement our parent company, Zacks Investment Research, expanded its research department to 50 analysts located in the U.S., Europe and Asia, following 1,100 companies, and became one of the largest providers of independent research in the U.S. Our parent company was selected to provide its investment research to the clients of Morgan Stanley, UBS, Piper Jaffray, Lehman Brothers, and Deutsche Bank. We also provide our independent research to major brokerage firms including AIG and LPL Financial, as well as institutional and individual investors.
As a subsidiary of Zacks Investment Research, our portfolio managers have unlimited access to the Zacks analysts and are able to use this independent, unbiased investment research in managing portfolios. Because of our commitment to independence, we are able to keep focused on what is best for you.
ZACKS INVESTMENT MANAGEMENT personalizes your portfolio through a highly customized investment management process that is based on your specific needs and objectives. Your assets are not placed in a static, pre-determined lifestyle fund or asset allocation model as is the case with many investment firms. Instead, your Personal Investment Consultant, in conjunction with the Investment Committee, will determine your initial asset allocation based on your financial needs. The Investment Committee then constructs a customized portfolio that is uniquely suited to achieve your goals. Your Personal Investment Consultant monitors your portfolio and works with the Investment Committee to adjust it based on changes in your financial situation.
Through this rigorous asset allocation process we are able to achieve true diversification and personalization of your portfolio, all within a separately managed account platform.
ZACKS INVESTMENT MANAGEMENT is committed to identifying, developing and using the best-inclass investment research to manage our clients' portfolios. This commitment to excellence This commitment to excellence enables us to make the best investment decisions and provide you with unsurpassed performance.
In 1978 our chairman, Len Zacks, published a seminal article which first documented the value of using earnings estimate revisions to select stocks. A few years later we originated the concept of the EPS surprise which has now become widely used in the investment industry. This work led, in 1982, to the development of the Zacks Performance Rank, a proven, proprietary stock-ranking model which is the core of the Zacks Investment Philosophy. At Zacks, a staff of PhDs develops and refines our own proprietary quantitative models and reviews hundreds of academic investment research articles each year in order to uncover new insights into making investment decisions.
Over the past 25 years, Zacks has also partnered with pre-eminent universities including MIT, Harvard, UCLA, Northwestern and the University of Chicago to further develop our quantitative investment models. We integrate this research into our own investment processes to ensure that we are providing the best decisions for our clients.
OUR HISTORICALLY CONSISTENT and superior stock selection results are based on proven proprietary models developed by Zacks through years of research and refinement. Our experienced portfolio managers couple this disciplined, quantitative approach with fundamental analysis, expert judgment and the assistance of 50 research analysts employed by our parent company.
As an investment management boutique, we are able to buy and sell positions quickly and effectively. Unlike firms that manage hundreds of billions of dollars, and require several weeks to amass a minimum position in a new stock, our traders are able to add a full position of a new stock to your portfolio within a few days – before the price has moved.