ZACKS INVESTMENT MANAGEMENT

Zacks Investment Management, Inc. is an investment management firm based out of Chicago, Illinois. The company was originally established in 1991 and currently operates as a wholly owned subsidiary of Zacks Investment Research, one of the largest independent research providers in the U.S. Zacks Investment Management has grown from its inception to now operate with 84 employees of. The company holds a total of over $4.1 billion in assets under management spread across over 4,000 accounts, all of which are discretionary except for 4 that make up just over $600 million of its managed assets. Although Zacks Investment Management’s total number of managed accounts has been somewhat volatile in recent years, its total assets under management has grown significantly from $1.5 billion back in 2010 to well over twice that amount today. The company conducts its research internally, utilizing a quantitative and fundamental analysis to make its investment decisions. Zacks Investment Management invests in the growth and value stocks of companies from all market caps with a bottom up investment approach, allocating its assets in the public equity and fixed income markets on a global scale. The company invests most heavily in the finance sector, which alone makes up over a quarter of its total asset allocations, and also invests in the health care, information technology, consumer staples, consumer discretionary, industrials, energy, and utilities and telecommunications sectors, among other sectors to a lesser degree, in order of decreasing allocation. Zacks Investment Management mainly caters to individuals, which along makes up over a third of its client base, and also provides services to state and municipal government entities, pooled investment vehicles, investment companies, charities, pension and profit sharing plans, banking and thrift institutions, high net worth individuals, and other investment advisors. The company currently provides its Zacks All-Cap Core, Zacks Small Cap Core, and Zacks Market Neutral mutual funds.