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ZACKS RESEARCH SYSTEM
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FOR PORTFOLIO MANAGERS highly flexible investment information system designed to make your investment decision as easy as possible, Home page, drill downs, charts, portfolio tracking. Value Added Replacement for Baseline, Stockval, Wand, Thomson One.

Customized Home Page your own personalized desktop, you select the ratios, you select the charts you would like to view. Include up to 35 key ratios you rely on to make making investment decisions together with the two charts that you use most frequently to evaluate a company's investment potential.

Charting the full range of charting, including technical analysis, relative performance, trends in historical fundamental ratios, trends in valuation ratios, price vs. fundamentals, economic time series, absolute or relative to wide choice of benchmarks ,display only those ratios that are helpful in evaluating the investment attractiveness of companies.

Portfolio/Market Monitor real time tracking of market values and performance of your actual portfolios, sector and industry segments of your portfolios, watch lists, and model portfolios, allowing you to easily compare the performance and investment characteristics to standard or customized benchmarks.

Top Down Sector Analysis a fully integrated industry and sector level analytic system incorporating custom and standard aggregated financial statement ratios, ETF characteristics, and over 1,000,000 economic time series for top down decision making

FOR EQUITY ANALYSTS incorporate all functions and features of your current research system providers into one Internet based equity research system for analysts and portfolio managers. Value Added replacement for Factset, Compustat Research Insight, Thomson One

Excel Link to Zacks Data 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.

Screening 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.

Consensus Financial Statements for most large and mid cap companies ZRS includes the full consensus income statement, balance sheet and cash flow statements

Company DCF Models easy to use DCF models to determine valuations that begin with the consensus forecasts for the next 2 years and extend them far into the future using a few simple one, two and three stage assumptions.

FOR QUANT ANALYSTS – Enhance performance with and easy and powerful equity modeling, analytic and attribution system. Test new ideas over different markets; Save time with an automated data warehousing tool; Identify optimal holding periods for factors or multi-factors; Understand sources of net excess performance with return attribution analysis; Value added replacement for Market QA, Vestek, and Thomson One.

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, ability to process your own internal data and data provided to you by other vendors.

Portfolio Analytics Performance Attribution analysis of actual portfolios and model portfolios, S&P and Russell benchmarks, fully integrated with Advent systems, client-reporting tools, allowing you to compare the performance and investment characteristics of client portfolios to customized benchmarks.

Zacks Estimate Revision/Surprise Model ZRS includes the original estimate revision and surprise model, from the firm that created the concept of the quarterly EPS surprise in 1982, used by buy side firms managing hundreds of Billions in US equities. The top stocks from actual model output (not backtests) have generated annualized performance of over 25 % per year for the 20 years ending 12/2008.

Local Investment DBMS 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. Enables you to automate your production processes.

Raw Data Files Zacks provides the most complete investment data available for US and Canadian Equities, ETS, and Mutual Funds. Zacks data includes the 650 item Zacks Fundamental Database, the 50 item Zacks consensus database, institutional holdings, insider trading, pricing, capital change alerts, and short interest. This data is available as raw data files and through API calls. Value added replacement for Compustat, First Call, IBES.

FOR INVESTOR RELATIONS MANAGERS AND INSTITUTIONAL SALES PEOPLE proven quantitative technology for effective identifying and targeting potential buyers of any stock . Includes comprehensive buy side contact database and institutional holdings updated daily. Integrated with Salesforce.com CRM. Value Added Replacement for Big Dough, Thomson IR Channel.

Contact: Customer Sales & Support (312) 630-9880 ext. 9249


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Zacks Investment Research
111 N. Canal St., Suite 1101, Chicago, IL 60606
(800) 767-3771 ext. 9249