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Zacks Research System 5.0 - Download Now
QR guide (Zacks Research System 5.0) - Download Now

The ZRS 5.0 equity research system integrates proprietary Zacks content with standard price and fundamental investment data and organizes it in an easy to use intuitive & highly customizable software system designed to help you make better investment decisions.

• Zacks proprietary independent research: long term recommendations, insight and phone contact from Zacks 30 person team of top performing analysts plus short term recommendations from Zacks top performing quant models.

During 2007 the portfolio of stocks recommended by Zacks team of 30 analysts was up 25% while the sells were down 15%. During 2007 the short term Buys selected by Zacks estimate revision model were up 28 % while the sells were down 13%. During 2007 stocks identified as winners when their EPS was reported by Zacks PRI Surprise model were up 8.5 % during the 10 days following the EPS report while those identified as losers were down -3% over the 10 days after the EPS report. With performance like this it’s no wonder Zacks research is recognized as one of the undiscovered gems on Wall Street.

• Zacks proprietary consensus: unique access to the real "consensus story", full consensus income statement, consensus forecasts of business segment revenues.

Over the last few years Zacks has developed the most comprehensive set of consensus information available to portfolio managers managing US equities. ZRS is the only system that provides portfolio managers with a synopsis or digest of the sell side investment thesis for a company. This unique consensus perspective on a company is supplemented with the full consensus income statement and the revenue line of the consensus income statement is further decomposed to display consensus forecasts of business segment revenues. This treasure trove of consensus information enables Portfolio Manager’s to quickly find elements of the consensus thesis with which they may disagree - knowing that the most exciting investment opportunities are generally based on non consensus information.

ZRS however is not simply unique information. Our design goal in developing ZRS has been to create a highly customizable equity analysts system that is easily tailored to match the displays you need to seamlessly implement your own unique investment process. We customize the metrics & displays to match your investment decision process using our "2 clicks rule" which requires that the investment displays used in your investment process should require at most 2 clicks to view.

To recap ZRS 5.0 provides Zacks own proprietary research & the most complete source of consensus information on the street surrounded by highly customizable tools and analytic displays to implement your own unique investment process.

Full Consensus Story

ZRS 5.0 includes four types of unique consensus information:

• Digest of Brokerage Research – the qualitative consensus investment story: Understand what all sell side analysts key investment issues & opportunities are in one 6-8 page company report
• Consensus Forecasts of Business Segment Revenue – Know company specific product revenue estimates for hundreds of products in 25 industry groups.
• Complete Consensus Financial Statement Forecasts – Understand the street expectations on margins, growth, dividend & more using 50+ Line Financial Statements Models.
• Integration of Valuation Metrics with Consensus Expectations

Customized Valuation Tools

• Customizable to the Portfolio Managers Decision Making Process

Who Needs ZRS?

ZRS is of most value to the Portfolio Managers and Analysts at buy side firms managing US /Canadian Equities that have selected TMC as their Research Delivery system.

TMC delivers the brokerage research and ZRS provides the investment analytics -- as well as access to proprietary Zacks investment conclusions and consensus content.