Zacks is one of the largest providers of independent investment research in the U.S. Our original, unbiased quantitative research is well-respected in the investment community, and we have won numerous awards over the last decade—all based on performance.
Zacks Professional Services packages our research to meet the specialized needs of investment professionals. Discover how Zacks research can help you achieve incredible results without a lot of wasted effort or time.
Why spend hours searching for new ideas? We offer immediately useful models and other resources that make it fast and simple for professionals to find stocks, ETFs, and mutual funds that are ready to outperform, and are right for your allocations or portfolios.
Our highly effective and popular model portfolios save advisors time and effort.
The Earnings Certain Portfolio family provides “virtually recession-proof” performance.
The Zacks Focus List, 50 hand-picked stocks poised to beat the market.
ETF Model Portfolios simplify asset allocation for balancing risk and return.
Zacks #1 Rank Stocks that consistently outperform the S&P 500.
Additional tools to make use of Zacks Research with all of your client accounts.
Zacks Screener lets you filter stocks using our pre-built screeners and research.
Zacks Quant Lab allows you to build your own equity models using our databases.
Zacks Excel Link saves time and prevents errors when entering Zacks data into Excel.
Our Portfolio Reporting Suite helps you create reports that win and keep more business.
Our platforms are designed to meet the needs of financial professionals in today’s fast-paced markets. Talk to a Zacks Professional Services representative today to determine the best product for your needs.
Zacks Analyst Models are now available to all Bloomberg users. Financial professionals seeking more in-depth research can access the Zacks Research Package which includes analyst-written equity research reports and other original equity research resources including model portfolios.
Zacks Equity Research reports for 1,100 companies can now be accessed on many popular platforms such as FactSet. Zacks research has earned the respect of institutional equity investors due to our long history of innovation, quality, and proven effectiveness.
As a financial professional, you rely on accurate, timely information–and with our free Advisor Insights newsletter, that’s exactly what you get. Subscribe now to receive the latest and most relevant financial news and our expert analysis every morning, written specifically for the unique needs of advisors.
Zacks has championed independent research for more than 40 years, beginning when Len Zacks published a highly influential paper which detailed his innovative investment approach:
Analyze earnings estimate revisions and surprises to predict stock movements.
Today, Zacks Investment Research, including Professional Services, is one of the largest equity research providers in North America.
Analyst-Written Equity Research for 1,100 major U.S. companies and ADRs
Analyst-Created Financial Models for 1,100 major companies and ADRs
Quant Equity Research for an additional 3,500 smaller companies
Zacks Short-Term Stock Rank for 4000 companies
Zacks Buy/Hold/Sell Recommendations for long-term investors
Team-written Mutual Fund Research Reports for 1,000 funds
Zacks Mutual Fund Rank—predictive ranking for 6,000 funds
Mutual Fund Rank Sub-Scores for serious mutual fund investors
Team-Written Zacks ETF Research reports and ETF Rank for 1,000 ETFs
Zacks Stock Scores for style box, insider trading, institutional holdings, and surprise predictors
Zacks Market Strategy Reports—5 monthly reports
Zacks Economic Forecasts—monthly reports
Thematic Portfolios—25 investing concepts in touch with emerging trends
Investment Newsletters for all types of investors, written by world-class market experts
Talk to a Zacks Professional Services consultant today—we’ll work with you to find the right resources, tools and platforms to help you optimize your workflow and take your investment process to the next level.
Our U.S.-based client support team is committed to ensuring that you have easy access to knowledgeable, responsive assistance. We're here to answer any questions you may have and help you get the most from Zacks research. You may call us directly at 866-794-6065.