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ZACKS RESEARCH SYSTEM

RESEARCH TOOLS
BACKTESTING TOOLS
LAN BACKTESTING AND REPORT PRODUCTION SYSTEM

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RESEARCH TOOLS incorporate all functions and features of your current research system providers into one Internet based equity research system for analysts and portfolio managers. These tools can replace Baseline, Stockval, and Wanda.

Zacks Link enables you to create analytical spreadsheet models and Edit excel-style formula links on pre-defined reports, using over 600 items and 100 functions for advanced customization.

Research Wizard is the most powerful screening tool available to professional investors, allowing you to screen for stocks and create custom portfolio reports- screening over 8000 companies using over 1000 items.

Integrated Company Analysis gives you access to all of the company specific information you need more easily than any other source, by integrating five methods of analyzing stocks using charts, graphs and reports; allowing you to display only those ratios that are helpful in evaluating the investment attractiveness of companies.

Portfolio Analytics is a fully integrated client-reporting tool, allowing you to compare the performance and investment characteristics of client portfolios to customized benchmarks.

BACKTESTING TOOLS – two easy to use backtesting tools that enable you to quickly test components of equity stock selection models.

Rank Analysis is a tool that allows you to determine which financial factors are best at predicting returns in your custom universe over any time period.

Trading Strategy Evaluator is designed to backtest the historical performance of your screening or alpha model. Control the price impact and commissions to match risk, return and turnover targets.

LAN BACKTESTING AND REPORT PRODUCTION SYSTEM

Screen – this is designed to automatically produce, on a daily or weekly basis the standard Guidance List report created by most buy side firms incorporating data from Zacks databases, your own internal data, and data provided to you by other vendors.

Rank Analysis – Local version – same functionality as web based Rank Analysis but includes the ability to process your own internal data and data provided to you by other vendors and to automatically carry out a series of analyses.

Trading Strategy Evaluator – Local version – same functionality as the web based Trading Strategy evaluator but includes the ability to process your own internal data and data provided to you by other vendors and to automatically carry out a series of analyses.

DBM Power is the only data-warehousing tool geared towards the equity manager and analyst, allowing you to develop and maintain any third party, proprietary or Zacks data set.

Multi-Task Scheduler enables you to automate saved Zacks production processes, and access Zacks on-line databases available for download.

Contact: Customer Sales & Support (312) 630-9880 ext. 9270


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