Introducing Zacks One:
Portfolios, Proposals and Reporting on One Cost-Effective Platform
For RIAs and independent advisors looking to scale up, fees and time commitments can limit your ability to grow. At no cost in addition to underlying portfolio fees, Zacks One brings together investments, back office services and premium features into one efficient platform, so that you can save time and money while you focus on growing your practice.
Through your customized online portal, you gain access to:
- A suite of versatile investment solutions
- Client-friendly proposal generation
- Sleeve-level performance reporting
- Workflow automation tools
- CRM platform and Advisor Services Team
In turn, your clients gain access to premium features such as:
- Direct ownership of securities
- Separately Managed Accounts (SMAs)
- Zacks+ Custom Portfolio Solution
- Risk-based model portfolios
- Actively managed strategies
Zacks Investment Management
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606-3830
Tel. (312) 265-9236 | [email protected] | www.zacksim.com
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Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as the date herein may or may not be realized and no opinion or representation is being given regarding such estimates. This material has been prepared by Zacks Investment Management, Inc. on the basis of publicly available information, internally developed data and other third-party sources and does not make any representation or warranty as to the accuracy, completeness or reliability of the information contained herein. Indexes are unmanaged and are not for direct investment. Investing entails risk, including possible loss of principal.
PSN and Informa Investment Solutions have no affiliation with Zacks Investment Management, but rather evaluate investments managers’ performance on an objective basis.
PSN RANKING: This information is distributed for informational purposes only; to notify readers of a PSN ranking. The results submitted to PSN portray the performance history for a strategy composite gross of fees, and do not include the deduction of investment advisory fees. An investor’s actual return will be reduced by the advisory fees and any other expenses which may be incurred in the management of an investment advisory account. Upon request, Zacks Investment Management will provide gross and net performance information for the Zacks Focus Growth Strategy. The returns are compared to the Russell 1000 Growth Index. The composite may differ significantly from the securities that comprise the Index. Individual results may differ. PSN and Informa Investment Solutions have no affiliation with Zacks, but rather evaluate investment managers’ performance on an objective basis. Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending DECEMBER 31, 2023. Moreover, products must have returns greater than the style benchmark for the ten-year period ending DECEMBER 31, 2023 and also standard deviation less than the style benchmark for the ten year period ending DECEMBER 31, 2023. At this point, the top ten performers for the latest ten-year period ending DECEMBER 31, 2023 become the PSN Top Guns Manager of the Decade. This rating was awarded by PSN on 8/19/2024 in respect of the period 1/1/2014 to 12/31/2023. We do not compensate PSN to obtain this rating. However, we pay compensation to PSN to use their logo in connection with advertising this rating.
PSN 6-STAR RATING: The PSN Categories used for comparative analysis are constructed by PSN (median performance) and data is provided to Zacks by PSN. The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS. Other managers included in the category by PSN may exhibit style drift when compared to Zacks Investment Management portfolio. Neither Zacks Investment Management nor Zacks Investment Research has any affiliation with PSN. Neither Zacks Investment Management nor Zacks Investment Research had any influence of the process PSN used to determine this rating. This rating was awarded by PSN on 8/19/2024 in respect of the period from 7/1/2019 to 6/30/2024 We do not compensate PSN to obtain this rating. However, we pay compensation to PSN to use their logo in connection with advertising this rating.