WRDS and Zacks exhibiting at the AAA conference, Aug 3-5, Atlanta, GA


Register to win an iPad mini — with trial of ZACKS data and FREE ONE-YEAR subscription to the WRDS SEC ANALYTICS SUITE

Wharton Research Data Services (WRDS), the gold standard business intelligence tool relied on by over 30,000 academic, government, and corporate users in 33 countries, will welcome data vendor partner, Zacks,to its booth at the American Accounting Association (AAA) Conference, August 3-5, Atlanta, GA.

Visit Booth #46 to learn more about the Zacks Investment Research data and the enhanced WRDS SEC Analytics Suite and register to win an iPad mini!


WRDS SEC Analytics Suite with NEW SEC sentiment data is positioned for broad business usage – from due diligence and forensic accounting to disclosure research and investment management. 

Simplify research—quickly and easily develop tailored datasets from all SEC filings, parsing millions of regulatory reports based on custom criteria.  The SEC Analytics Suite will soon include Readability data.

The addition of the WRDS SEC SENTIMENT AND READABILITY DATA extends the SEC Analytics Suite by providing, for the first time to academic researchers, a clean set of text files for every filing since 1994.

Powerful analysis of filings’ contents combined with prominent accounting and financial market databases, including S&P Capital IQ, CRSP, Thomson Reuters IBES, and NYSE TAQ.

  Access over 12 million aggregated SEC filings index records from a single file
  Search 3.5+ million text and html files for all 10-K, 10-Q, 8-K, Proxy filings, etc.
  95,000+ covered entities
  Survivor-bias-free historical linking table among Compustat’s GVKEY, CUSIP, and SEC’s CIK

Click here to learn more about the enhanced WRDS SEC Analytics Suite.

ZACKS data can be used to empirically analyze analysts’ forecasts and their revisions, price targets and recommendations

Use within academic institutions for research papers, classroom teaching, powering up finance labs and making investment decisions for student managed funds.

Study the historical patterns in analyst behavior and how their actions interact with the companies’ behavior and the market, as a whole.

Construct popular measures such as consensus forecast, earnings surprises, analyst track records and more.

Coverage – US and Canada
  20,000+ Equities
  200,000+ Bonds
  60+ data points

Click here to learn more about Zacks Investment Research.

•  Easy to access and navigate
•  Multiple, client-focused data delivery options 
•  Groundbreaking WRDS Cloud for complex, integrated research
•  Efficient, fast search and analysis
•  Doctoral-level research and technical support


WRDS  |  www.whartonwrds.com  [email protected] | +1 877-438-9737 
ZACKS | www.zacks.com | [email protected] |  +1 312-265-9214

About Zacks
Zacks is a privately owned 550 person Chicago-based firm with 30 years of experience providing U.S. equity investors with the research and investment information required to operate their investment processes. Since its founding in 1978 as a provider of consensus EPS forecasts, Zacks has expanded its services to encompass the full range of investment information, research and tools required to effectively manage individual and institutional US equity investment processes. Zacks now provides investment data, market data systems, proprietary quantitative models, analyst written research, investor relations, SEC compliance and XBRL services to investment management firms, brokerage firms, individual investors and corporations. Zacks has been a leader in innovation. In 1981 Zacks originated the concept of the EPS surprise based on consensus estimates of quarterly earnings and in 1982 expanded the EPS surprise to create the Zacks Rank, our proprietary 1-to-5 stock scoring system. The proven ability of the Zacks Rank to statistically predict the future relative performance of groups of stocks is the core of many of our services today including our Independent Research which provides recommendations and Research Reports for a universe of 1000 major US companies.

Zacks subsidiaries include Zacks Investment Management, a RIA managing $1.8 Billion in US equities for individuals and institutions, Zacks Private Ltd, an Indian outsourcing firm, Zacks & Co., a FINRA registered broker dealer, and Zacks Index Services, an ETF provider.  www.zacks.com

About WRDS
Wharton Research Data Services (WRDS) is the leading data research platform and business intelligence tool for over 30,000 corporate, academic, government and nonprofit clients at over 350 institutions in 33 countries. WRDS provides the user with one location to access over 200 terabytes of data across multiple disciplines including Accounting, Banking, Economics, Finance, Insurance, Marketing, and Statistics. Flexible data delivery options include a powerful web query method that reduces research time, the WRDS Cloud for executing research and strategy development, and the WRDS client server using PCSAS, Matlab, Python and R.  Our Analytics team, doctoral-level support and rigorous data review and validation give clients the confidence to tailor research within complex databases and create a wide range of reliable data models.

From partnerships with data vendors, to our own tools including the WRDS SEC Analytics Suite, to develop custom-tailored datasets from all SEC filings, parsing  millions of regulatory reports, WRDS Quant Alpha, a powerful tool to discover and test unknown stock anomalies, and the Wharton School’s OTIS, an online trading and investment simulator — WRDS is the global gold standard in data management and research, all backed by the credibility and leadership of the Wharton School.

About The Wharton School
Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. he School has 5,000 undergraduate, MBA, executive MBA and doctoral students; more than 9,000 annual participants in executive education programs; and a powerful alumni network of more than 92,000 graduates.