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Zacks Investment Management history
Zacks Investment Management company history timeline
1 to Application for an Order (i) under Section 6(c) of the Investment Company Act of 1940 (the “1940 Act”) for an exemption from Sections 2(a)(32), 5(a)(1), 22(d), and 22(e) of the 1940 Act and Rule 22c-1 under the 1940 Act, (ii) under Sections 6(c) and 17(b) of the 1940 Act for an exemption fr
Zacks Investment Management, a wealth management boutique formed in 1992, is a leading expert on earnings and using earnings estimates in the investment process.
1995 All cap core strategy createdIn February of this year, Zacks Investment Management launches the All Cap Core Strategy.
2003 Focus growth strategy createdHarper Collins publishes Ahead of the Market by Mitch Zacks, which outlines the Zacks philosophy.
2004 Dividend strategy createdZacks Investment Management launches the Zacks Dividend Strategy in April of this year.
Zacks Index Services, a division of Zacks Investment Management, was created in 2005 in response to increased demand from product sponsors for innovative quantitative models to serve as the basis for investment products such as ETFs, UITs, and other ETPs.
2009 Small cap and Mid cap strategies createdZacks Investment Management launches both the Mid Cap Core and Small Cap Equity strategies in May of this year.
Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending DECEMBER 31, 2019.
Top 5 Most Bought/Sold and Top 10 Owned Stocks For The Week Ending 20 May 2022
© 2022 Zacks Index Services.
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| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| Bibby Financial Services | 1982 | $13.0M | 1,200 | - |
| Advisors Asset Management | 1979 | $67.7M | 280 | 3 |
| Fisher Investments | 1979 | - | - | 133 |
| National Funding | 1999 | $54.1M | 150 | - |
| Phoenix Capital | 2001 | $1.4M | 19 | - |
| Wall Street Access | 1981 | $4.2M | 50 | - |
| Fred Alger Management, Inc. | - | $840,000 | 15 | - |
| Foundation Source | 2000 | $2.2M | 50 | - |
| WealthVest | 2009 | $770,000 | 10 | - |
| Phoenix Investment Funds | - | $690,000 | 50 | - |
Zippia gives an in-depth look into the details of Zacks Investment Management, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Zacks Investment Management. The employee data is based on information from people who have self-reported their past or current employments at Zacks Investment Management. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Zacks Investment Management. The data presented on this page does not represent the view of Zacks Investment Management and its employees or that of Zippia.
Zacks Investment Management may also be known as or be related to ZACKS INVESTMENT MANAGEMENT, Zacks Investment Management and Zacks Investment Management, Inc.