Virtus Zevenbergen Innovative Growth ETF (ZINN) operates as a sub-advised exchange-traded fund platform under Virtus Investment Partners, focusing on innovative growth equities. The sponsor provides ETF construction, indexing and fund management services; sub-advisor Zevenbergen Capital Investments delivers security selection and active management within a defined growth framework; Virtus serves as sponsor, distributor, and administrator.
Main products and services:
- ZINN: active‑management style growth equity ETF; sub-advised by Zevenbergen Capital Investments; tracks an innovative growth research and selection process
- Additional Virtus Zevenbergen ETFs: similar growth‑oriented Equity ETFs under the Zevenbergen/Virtus framework
- Fund administration and distribution services: fund setup, governance, regulatory reporting, shareholder servicing, and marketing support
- Investment research and analytics: proprietary research streams, macro/sector analysis, and quantitative screens feeding security selection
- Sub-advisory and portfolio construction services: mandate design, risk controls, portfolio monitoring, and ongoing manager oversight
Latest major company changes:
- Strategic alliance between Virtus and Zevenbergen Capital Investments to expand the suite of growth-oriented ETFs and enhance security selection capabilities
- Expansion of distribution and marketing initiatives for the Zevenbergen Innovative Growth ETF family to broaden investor access
- Reaffirmation or potential updates to fee structures and fund characteristics to improve competitiveness and operational efficiency
- Centralization of back-office functions to streamline operations and improve client servicing
Additional context:
- Industry and segments: exchange-traded funds; investment management; sub-advisory services
- Target markets: retail and institutional investors seeking growth exposure via thematic, innovation-focused equities
- Geographic operations: United States; distribution to global investor bases through Virtus channels and authorized participants
- Founding year and headquarters: Virtus Investment Partners founded earlier in the contemporary ETF ecosystem; headquarters in the United States
- Sub-entities: Zevenbergen Capital Investments serves as sub-advisor; Virtus Investment Partners acts as sponsor and distributor; potential affiliated funds and platforms within the Virtus ETF ecosystem