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Exchange Traded Funds have been used across all investment segments. The mechanism is highly efficient, providing low cost and liquid exposure for Pensions & Endowments to integrate into their portfolio construction.

Mark will discuss how ETFs can be used in three key areas:

• Factor Investing – the bridge between Active & Index investing;

• Fixed Income – using Exchange liquidity to lower execution costs in a constrained asset class;

• ESG – the benefits of using an Index methodology to integrate ESG into the investment process.

BMO Exchange Traded Funds is the 2nd largest ETF provider in Canada and has led the industry in asset growth for 10 successive years. Mark will discuss how the industry has grown and how the innovative mechanism can enhance asset allocation.