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 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 102% of the manager's regulatory AUM.

ZACKS INVESTMENT StockAlpha

-0.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ZACKS INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 2.22% Financials 27.17% 0.05% 0 35%
MRK 2.12% Health -3.77% 0.03% 0 27%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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ZACKS INVESTMENT Portfolio Concentration

ZACKS INVESTMENT Location

ONE SOUTH WACKER DRIVE
SUITE 2700
CHICAGO, Illinois
UNITED STATES, 60606

ZACKS INVESTMENT Contact Information

Phone Number: 312-265-9266
Fax Number: 312-265-9538
Website:

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