
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.
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Jul 14, 2026
E322 – Market+ ETFs: Enhancing Core Equity Exposure
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8:23

Hilly CutlerHOST
Where does that kind of fit in, then, between index investing and active management? Sounds like you're leveraging elements from both sides.

Roxanne LapennaGUEST
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.

Roxanne LapennaGUEST
Um, but then we're giving you that high conviction stock selection, and that's what's more similar to active.

Roxanne LapennaGUEST
In essence, it sounds like we've built a hybrid, and that's because we essentially have.

Roxanne LapennaGUEST
So we're able to do this because these funds are managed by our incredibly experienced quant team.

Hilly CutlerHOST
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?