managed accounts

Zacks Investment Managements' Separately Managed Accounts (SMA) program offers financial professionals and institutions several investment strategies, each derived from the same Zacks Investment Philosophy, developed in 1982.

Zacks offers the following Separately Managed Accounts:

Zacks All Cap Core Strategy (view PDF)
The All Cap style is not constrained by typical style and capitalization requirements which enable us to look for the best opportunities within our investment universe. By using proprietary, earnings-driven quantitative models with a fundamental, qualitative overlay, we seek to achieve attractive risk adjusted returns.

Zacks Dividend Strategy (view PDF)
The Zacks Dividend Strategy is a bottom-up process where sell and buy rules are implemented based on the proprietary quantitative ranking of securities within the universe and portfolio. The Zack Dividend Strategy seeks tax efficiency returns from both capital appreciation and dividends.

Zacks Focus Growth Strategy (view PDF)
The strategy uses a blended quantitative and fundamental process focused on earnings estimate revisions, earnings quality, and peer fundamental comparisons. The Focus Growth Strategy seeks to invest in large-cap stocks with high projected earnings growth to provide stronger returns than the Russell 1000 Growth Index.

International Equity (view PDF)
he Zacks International Strategy uses a country rotation methodology to generate excess alpha relative to a market-cap weighted world equity index. The Zacks International Strategy seeks diversification and growth through investments in both emerging and developed nations.