What if you could get the broad exposure of an index ETF, with a little extra 'alpha' potential built in? In this episode, special guest Roxane Lapenna joins host Hilly Cutler to unpack the new BMO Market+ ETF suite and the disciplined, rules-based approach behind it — and why this hybrid strategy may be especially timely as fee scrutiny reshapes the investment landscape.

Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO Global Asset Management (BMO GAM). He is joined by Roxane Lapenna, Managing Director, Head of Retail Investment Specialists at BMO GAM. This episode was recorded live on Monday, July 13, 2026.

ETFs mentioned:

· BMO Market+ ETFs

· BMO Market+ International Equity Fund (ETF Series) (Ticker: ZMPI)

Source: Morningstar Direct, BMO Global Asset Management as at July 10, 2026

ADR: American Depositary Receipt

CRM3: Client Relationship Model Phase 3, which launched as Total Cost Reporting (TCR), is a Canadian financial regulation built on its predecessor, CRM2, that mandates full transparency around investment fees and costs.

Emerging markets: Major economies and many smaller countries such as China, India, Brazil, South Korea, Taiwan, and South Africa.

Strait of Hormuz: A narrow waterway between Oman and Iran that is considered one of the world's most strategically significant shipping lanes, through which a substantial share of global oil and liquefied natural gas exports pass.

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