Strategy & Insights

Actionable research, performance data and ETF education.

Equity ETFs

Beyond the Balance Sheet: Quantifying Human Capital

BMO Human Capital Factor US Equity ETF (ZHC)

Product Updates

Smart Investing With A Factor-Based Approach

Product Insights

BMO S&P/TSX 60 Index ETF – ZIU

Product Updates

Equity ETF Portfolio Decision Tree

Guides

Methodology: BMO MSCI Emerging Markets Index ETF

Methodologies

Methodology: BMO MSCI EAFE Index ETF - ZEA, BMO MSCI EAFE Hedged to CAD Index ETF – ZDM

Methodologies

Methodology: BMO Nasdaq 100 Equity Index ETF - ZNQ, BMO Nasdaq 100 Equity Hedged to CAD Index ETF - ZQQ, BMO Nasdaq 100 Equity Index ETF (USD Units) – ZNQ.U

Methodologies

BMO Value ETFs Methodology

Methodologies

BMO Quality ETFs Methodology

Methodologies

BMO ETF Low Volatility Strategy

Methodologies

BMO Dividend ETFs Methodology

Methodologies

ZSP – S&P 500 Composite, ZMID – S&P MidCap 400, ZSML – S&P SmallCap 600: Methodology

Methodologies

ZCN – S&P TSX Composite and ZIU – S&P TSX 60 Index: Methodology

Methodologies