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May 14, 2001 01:00 AM

[Z] Profiles of the largest money managers

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    Z.P.R. Investment Management

    1642 N. Volusia Ave., Orange City, FL 32763; phone: (904) 775-1177; fax: (904) 775-7749

    ($ millions)

    Total assets managed worldwide 10

    Total worldwide institutional assets 9

    Total U.S. tax-exempt assets 9

    Total U.S. institutional tax-exempt 9

    Internal U.S. institutional tax-exempt 9

    Asset mix:

    Equity 100%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 9

    Active domestic equity strategies:

    Value

    Small cap 9

    No. of portfolio managers 1

    Size of research staff 2

    Max Zavanelli is chief investment officer; Ted Bauchle is client contact.

    Zacks Investment Management

    222 W. Comstock Ave., Suite 201, Winter Park, FL 32789; phone: (407) 645-1988; fax: (407) 645-1649

    ($ millions)

    Total assets managed worldwide 340

    Total worldwide institutional assets 260

    Total U.S. tax-exempt assets 260

    Total U.S. institutional tax-exempt 260

    Internal U.S. institutional tax-exempt 260

    Asset mix:

    Equity 6%

    Other 94%

    Internal U.S. institutional tax-exempt assets in:

    Long-short (market neutral) 245

    U.S. equity, active 15

    Active domestic equity strategies:

    Core

    Broad market 15

    Overlay strategies:

    Derivatives strategies 130

    Internally managed underlying assets 130

    No. of portfolio managers 2

    Size of research staff 2

    Zacks Investment Management provides blended quantitative/qualitative, highly risk-controlled equity-based strategies focusing on market-neutral strategies with low correlation to other managers and market indexes.

    The parent is Zacks Investment Research.

    Ben Zacks is chief investment officer; Bill Deuchler is client contact.

    Zak Capital Inc.

    100 N. Sixth St., Suite 476A, Minneapolis, MN 55403; phone: (612) 332-8195; fax: (612) 332-7713

    ($ millions)

    Total assets managed worldwide 396

    Total worldwide institutional assets 261

    Total U.S. tax-exempt assets 264

    Total U.S. institutional tax-exempt 261

    Internal U.S. institutional tax-exempt 261

    Asset mix:

    Equity 100%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 261

    Active domestic equity strategies:

    Growth

    Midcap 261

    No. of portfolio managers 1

    Size of research staff 2

    Suzanne Zak is chief investment officer and client contact.

    Zeliff Wallace Jackson Investment Counsel

    1100 Peachtree St. N.E., Suite 2050, Atlanta, GA 30309; phone: (404) 873-2211; fax: (404) 873-6424; www.zwjic.com

    ($ millions)

    Total assets managed worldwide 594

    Total worldwide institutional assets 107

    Total U.S. tax-exempt assets 190

    Total U.S. institutional tax-exempt 99

    Internal U.S. institutional tax-exempt 99

    Asset mix:

    Equity 40%

    Fixed income 56%

    Cash 4%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 40

    U.S. bond, active 55

    Cash 4

    Active domestic equity strategies:

    Core

    Broad market 40

    Active domestic fixed-income strategies:

    Market timing/active duration 55

    No. of portfolio managers 6

    Size of research staff 1

    Charles J. Wallace Jr. is chief investment officer; Charles L. Abney III is client contact.

    Zevenbergen Capital Inc.

    601 Union St., Suite 4600, Seattle, WA 98101; phone: (206) 682-8469; fax: (206) 682-9625; www.zci.com

    ($ millions)

    Total assets managed worldwide 1,511

    Total worldwide institutional assets 1,511

    Total U.S. tax-exempt assets 1,278

    Total U.S. institutional tax-exempt 1,262

    Internal U.S. institutional tax-exempt 1,262

    Asset mix:

    Equity 99%

    Cash 1%

    Internal U.S. institutional tax-exempt assets in:

    U.S. equity, active 1,250

    Cash 12

    Active domestic equity strategies:

    Growth

    Large cap 914

    Small cap 97

    Broad market 251

    No. of portfolio managers 2

    Size of research staff 2

    Nancy Zevenbergen is chief investment officer; Lisa Foley is client contact.

    Zurich Scudder Investments

    345 Park Ave., New York, NY 10154-0010; phone: (212) 326-6200; fax: (212) 688-7049; www.scudder.com

    ($ millions)

    Total assets managed worldwide 370,070

    Total worldwide institutional assets 224,315

    Total U.S. tax-exempt assets 35,890

    Total U.S. institutional tax-exempt 35,890

    Internal U.S. institutional tax-exempt 35,890

    Asset mix:

    Equity 64%

    Fixed income 24%

    Cash 12%

    Internal U.S. institutional tax-exempt assets in:

    Asset allocation/balanced 1,512

    U.S. equity, active 7,437

    U.S. equity, passive 80

    Foreign equity, active 15,086

    U.S. bond, active 7,650

    Foreign bond, active 200

    High-yield bonds 83

    Mortgage-backed securities 216

    Private equity, domestic 295

    Cash 4,842

    Active domestic equity strategies:

    Growth

    Large cap 216

    Small cap 1,075

    Value

    Large cap 2,680

    Small cap 41

    Core

    Large cap 2,171

    Active international equity strategies:

    Global mandate (international assets) 2,323

    Emerging markets mandate 1,116

    Developed markets mandate 11,648

    Active domestic fixed-income strategies:

    Core 7,950

    Mutual fund assets:

    Worldwide mutual fund assets 127,281

    Defined contribution assets:

    Total 12,850

    Internally managed 12,850

    No. of portfolio managers 86

    Size of research staff 96

    The parent is Zurich Financial Services Group.

    Farhan Sharaff is chief investment officer; Deborah LaBerge is client contact.

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