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Roxanne Lapenna

Roxanne Lapenna

Managing Director, Head of Retail Investment Specialists at BMO Global Asset Management; CFA and CAIA charterholder with expertise in investment management and ETFs.

Jul 14, 2026

3:02
Where does that kind of fit in, then, between index investing and active management? Sounds like you're leveraging elements from both sides.
3:09
Yeah, exactly.
3:10
So when you're thinking about these, I think you should really think about them as something that's systematically designed to deliver that market-like exposure.
3:17
So that's where you see, um, similarities with passive.
3:20
Um, but then we're giving you that high conviction stock selection, and that's what's more similar to active.
3:26
In essence, it sounds like we've built a hybrid, and that's because we essentially have.
3:30
So we're able to do this because these funds are managed by our incredibly experienced quant team.
8:23
Beyond that, are there any particular environments where we can expect MarketPlus to outperform the market more effectively? Are there particular regions where MarketPlus investment strategy will work better than in others?

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