Zacks Research System (ZRS) 5.0

ZRS is an integrated, graphics based institutional research solution designed for the analysis and modeling of equity securities. The system combines user defined navigation and workflows with advanced valuation concepts, a proprietary database of clean and consistently stated financial information and a multitude of analytical tools designed to facilitate the equity selection and portfolio management process.

Consultative Support:

• US based customer support desk
• Dedicated US based account management
• Knowledgeable industry professionals

Zacks Proprietary Fundamental Content:

• Wholly owned by Zacks since 1978
• Financial & non-financial metrics
• Geographic and segment detail
• Deep economic, ETF and MF coverage

Zacks Consensus & Detail Estimates:

• Polled by Zacks since 1978 integrated at no extra cost
• Income statement models, GAAP and pro forma
• Operating metric and segment estimates
• Industry sales models

Institutional Research:

• Entitlements to research from over 160+ sell side firms including Zacks independent research
• Integrated entitlements for existing broker relationships
• Research Digest, distillations of current sell side research
• Economic and commodity estimates and surprises

Analytic Solutions:

• Screening and reporting with 1000+ pre-defined metrics
• Zacks Link, add-in for MS Excel
• Fully integrated economic, fundamental, consensus and research views, tabular and graphical

Composite & Peer Group Construction:

• Sectors & industries, top down, bottom up
• User defined custom composites and portfolios
• Supported Pitch Book view “matrix” navigation

Present Value Modeling:

• Model P/E, Model Return & Model Price
• Market implied EPS growth forecasts
• Graphics based, interactive model

Portfolio Analysis and Reporting:

• Sector/Relative Sector Allocation per benchmark
• Attribution/Contribution per sector, per metric