ZACKS INVESTMENT Overview
Zacks Investment Management is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 78 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 4BN in positions, representing 114% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 4BN in positions, representing 114% of the manager's regulatory AUM.
ZACKS INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ZACKS INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 2.44% | Financials | -0.55% | -0.04% | 0 | 38% | ||
| MSFT | 2.07% | Tech | 8.74% | 0.04% | 0 | 32% | ||
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FEATURED IN
ZACKS INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Benjamin L. Zacks | President | September-1991 |
| Leonard H. Zacks | Director | February-1995 |
| Frank C. Lanza | Chief Compliance Officer | September-2008 |
ZACKS INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
ZACKS INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss)
Item 17 (Voting Client Securities)
Client Information Provided to Portfolio Managers
As previously mentioned, ZIM is the only portfolio manager offered in the ZIM Wrap Program. Therefore, ZIM does not share information with other portfolio managers in a manner that may be typical for most other wrap fee programs in the investment industry (i.e. there are no other portfolio managers on a “platform” in this program). However, should ZIM invest ZIM Wrap Program client assets in a mutual fund or ETF, ZIM may need to share certain current client information (i.e. account number, name, address) with the mutual fund or ETF manager, as necessary, in order for ZIM to transact in and maintain the investment on behalf of the client. In these cases, ZIM intends to comply with the written privacy policies and procedures we have adopted and implemented. For a summary of the information provided by...
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Item 17 (Voting Client Securities)
Client Information Provided to Portfolio Managers
As previously mentioned, ZIM is the only portfolio manager offered in the ZIM Wrap Program. Therefore, ZIM does not share information with other portfolio managers in a manner that may be typical for most other wrap fee programs in the investment industry (i.e. there are no other portfolio managers on a “platform” in this program). However, should ZIM invest ZIM Wrap Program client assets in a mutual fund or ETF, ZIM may need to share certain current client information (i.e. account number, name, address) with the mutual fund or ETF manager, as necessary, in order for ZIM to transact in and maintain the investment on behalf of the client. In these cases, ZIM intends to comply with the written privacy policies and procedures we have adopted and implemented. For a summary of the information provided by...
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ZACKS INVESTMENT Portfolio Concentration
ZACKS INVESTMENT Location
ONE SOUTH WACKER DRIVE
SUITE 2700
CHICAGO, Illinois
UNITED STATES, 60606
SUITE 2700
CHICAGO, Illinois
UNITED STATES, 60606
ZACKS INVESTMENT Contact Information
Phone Number: 312-265-9266
Fax Number: 312-265-9538
Website: http://www.zacksim.com/
Fax Number: 312-265-9538
Website: http://www.zacksim.com/
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