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The Milestone Showcases Zacks’ Commitment to Offering Research-Driven Solutions to Help Investors Navigate Evolving Market Dynamics
CHICAGO, August 26, 2024–(BUSINESS WIRE)–Zacks Investment Management, a wholly-owned subsidiary of Zacks Investment Research with $15.1 billion in assets under management, celebrates the three-year anniversary of its flagship ETF, the Zacks Earnings Consistent Portfolio ETF (Cboe: ZECP). For the past three years, Zacks has leveraged its pioneering research-driven investment methodology to create innovative, actively-managed ETFs.
ZECP is built on Zack’s established methodology rooted in earnings estimate revisions. Through a proprietary process, ZECP selects a diversified blend of 50-120 of the largest and most liquid U.S. companies based on their earnings history through full market cycles. This time-tested approach aims to create a portfolio that can exhibit resilience through turbulent markets, with the goal of providing investors with a stable foundation for their portfolio.
“The three-year anniversary of ZECP is a testament to the strength of our research-driven approach and the value it can offer investors across different wrappers,” notes Mitch Zacks, President of Zacks Investment Management. “ZECP allows investors to access a portfolio of companies with a proven 15-year history of consistent year-over-year earnings growth. In a market environment characterized by chasing after the hottest stock, we believe there is a growing need for data-driven investment products.”
ZECP paved the way for the debut of the Zacks Small/Mid-Cap ETF (SMIZ) in 2023, which combines the strengths of two of the firm’s existing small- and mid-cap separately managed accounts (SMAs). In addition, the firm introduced Zacks+, a unique hybrid model platform for advisors that pairs Zacks’ proprietary ETFs with a suite of single stock portfolios wrapped into a separately managed account (SMA) that is offered at no additional cost to the ETF expense ratios.
“We remain committed to offering innovative solutions to help investors achieve their long-term financial goals,” says Sal Esposito, Head of ETF Products at Zacks Investment Management. “Our focus on delivering high-quality, research-driven investment options ensures that we continue to meet the evolving needs of our clients in a dynamic market environment.
Zacks Investment Management, Inc. is the advisor to the Zacks Earnings Consistent Portfolio ETF and the Zacks Small/Mid-Cap ETF. For more information, please visit https://www.zacksetfs.com/.
About Zacks Investment Management
Zacks Investment Management is built on a foundation of rigorous research and a desire to outperform benchmarks over time, with a focus on financial intermediaries and institutions. We have been providing wealth management services since 1992, and have been a leading expert on earnings and using earnings estimates as a part of our investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company and can be found at www.zacksetfs.com. Please read carefully before investing. A hard copy of the prospectuses can also be requested by calling 855-813-3507.
Investing involves risk, including loss of principal. There is no guarantee that the fund’s investment strategy will be successful. The value of a fund’s shares, when redeemed, maybe more or less than their original cost. Investments in underlying funds that own small and mid-capitalization companies may be more vulnerable than larger, more established organizations.
Zacks ETFs are distributed by Northern Lights Distributors, LLC. Northern Lights Distributors, LLC is not affiliated with Zacks Investment Research or Zacks Investment Management.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240826529322/en/
Contacts
Gregory FCA for Zacks Investment Management
[email protected]