In this episode, Matt Montemurro joins host Zayla Saunders to pull back the curtain on BMO’s asset allocation ETF suite —from benchmark methodology and portfolio construction to the tax efficiency decisions often overlooked by everyday investors.

Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Matt Montemurro, Head of Fixed Income and Equity Index ETFs at BMO GAM. This episode was recorded live on April 17, 2026.

ETFs mentioned:

· BMO Asset Allocation ETFs

· BMO S&P 500 Index ETF (ZSP)

· BMO S&P/TSX Capped Composite Index ETF (ZCN)

· BMO MSCI EAFE Index ETF (ZEA)

· BMO Balanced ETF (ZBAL)

· BMO Conservative ETF (ZCON)

· BMO Growth ETF (ZGRO)

· BMO All-Equity ETF (ZEQT)

· BMO MSCI All Country World High Quality Index ETF (ZGQ)

· BMO S&P US Mid Cap Index ETF (ZMID)

· BMO S&P US Small Cap Index ETF (ZSML)

· BMO MSCI Emerging Markets Index ETF (ZEM)

· BMO Discount Bond Index ETF (ZDB)

· Fixed Income ETFs

· BMO US Aggregate Bond Index ETF (ZUAG)

· BMO US Aggregate Bond Index ETF (Hedged Units) (ZUAG.F)

· BMO Aggregate Bond Index ETF (ZAG)

Sources:

ETF Flows, according to the National Bank Report, February 2026

Press Release - June 2, 2025 - BMO Lowers Fees on Asset Allocation ETFs to Deliver Greater Value to Investors

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