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David Mazza

Head of ETF Investment Strategy

David Mazza
  • B.A. from Boston College
  • M.B.A. from Suffolk University

David B. Mazza is Head of ETF Investment Strategy and leads the firm’s Beta Solutions Investment Marketing and ETF Specialist teams. In this role, he helps drive strategic and sustainable growth for the firm with product and market insights to provide actionable solutions for our clients.

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  • B.A. from Boston College
  • M.B.A. from Suffolk University
  • 13 YRS

    Industry

  • 1 YR

    Oppenheimer

Insights

Factors

Factor Derby Recap: Low Volatility Hangs on in Photo Finish

Head of ETF Investment Strategy

Christopher Clark

Sam O'Connell

Strong July performance helped low volatility edge out momentum, while value finished last.

Revenue Weighting

A Call for Global Dividend Investing

Head of ETF Investment Strategy

Christopher Clark

Sam O'Connell

The economic and interest rate picture in international markets may attract dividend investors.

Revenue Weighting

How to Find Dividend Income as Risk-Free Rates Surge

Head of ETF Investment Strategy

Christopher Clark

Sam O'Connell

As rates rise, opting for a non-traditional approach to dividend investing may offer benefits.

Smart Beta

August ETF Flows: Steady Interest Despite Light Trading

Head of ETF Investment Strategy

Christopher Clark

Sam O'Connell

U.S. ETFs continue to dominate flows, while emerging markets and value saw surprising interest.

Revenue Weighting

Going for Growth Without Ignoring Value

Head of ETF Investment Strategy

Revenue weighting can bring valuations in line while maintaining above-market growth characteristics.

Factors

Playing Defense Through Factor Diversification

Head of ETF Investment Strategy

Sam O'Connell

Christopher Clark

A divergence in typically defensive factors may stymie investors seeking a refuge from volatility.

Factors

Factor Dashboard: September 2018

Head of ETF Investment Strategy

Sam O'Connell

Christopher Clark

The momentum, size, and quality factors outperformed the market in August.

Factors

How Factors Respond to U.S. Dollar Moves

Head of ETF Investment Strategy

Sam O'Connell

Currency moves reflect global risk appetite and impact equity market factor performance.

Factors

February ETF Flows Recap: Investors Give, and Take Away

Head of ETF Investment Strategy

Christopher Clark

Sam O'Connell

February’s volatility-related outflows put year-to-date ETF flows behind 2017’s record-setting pace.

Factors

What's Quality Got to Do with It?

Head of ETF Investment Strategy

Sam O'Connell

A healthy allocation to IT has helped the quality factor buck its defensive reputation.

Factors

How to Position for Volatility Using Factors

Head of ETF Investment Strategy

Sam O'Connell

Defensive factors, like quality and low volatility, tend to outperform when the VIX is rising.

Smart Beta

How Tax Reform May Impact Markets and Revenue Weighting

Head of ETF Investment Strategy

Revenue weighting can offer benefits regardless of whether tax reform changes market leadership.

Smart Beta

December ETF Flow Update

Head of ETF Investment Strategy

The Value factor has dominated smart beta flows this year, despite lagging performance.

Smart Beta

Q&A: David Mazza Talks Smart Beta on Bloomberg Radio

Head of ETF Investment Strategy

David Mazza discusses the firm’s approach to creating smart beta portfolios.

Factors

Back in the Factor Kitchen

Head of ETF Investment Strategy

Why factor-based portfolios are the chopped salad of the investing world.

Factors

When Evaluating Factors, Consider Seasonality

Head of ETF Investment Strategy

Analyzing fundamental characteristics can help investors gauge what may be in favor.

Smart Beta

Smart Beta: Is It a Cronut or a Cookie?

Head of ETF Investment Strategy

While some may see factor investing as a fad, we believe it has staying power.

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