A New ETF Targets the SMID Space

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About This Episode

Zacks Investment Management has been managing money for more than 30 years. It is a subsidiary of Zacks Investment Research, which is one of the largest independent research providers in the United States. In 2021, Mitch Zacks, its CEO, decided it was time to bring the research-driven approach to investing that the firm has become known for to the exchange-traded product market. The firm's first active ETF was launched in the summer of 2021. Since then, it has been focused on being committed to expanding its footprint in the ETF product space while bringing continued risk-adjusted returns to clients.

About Our Guest

Sal Esposito is the head of ETF products at Zacks Investment Management.

Sal joined Zacks Investment Management in 2021 to lead its new product division. He has over 13 years of experience in wealth and investment management. Sal has his B.S. from the University of Scranton and M.B.A from Rutgers Business School. Prior to arriving at Zacks, Sal worked at UBS in several roles that included portfolio specialist, product management, and fixed-income sales and trading.

Sal has a broad understanding of portfolio construction using mutual funds, ETFs, and SMAs. He specializes in ETFs and uses that expertise to help educate advisors on the market environment and how ETFs play a role in the portfolio construction process.

Show Notes

Here are a few links to resources:

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