top of page

BMO Launches Human Capital Factor US Equity ETF

Updated: Jun 13

TORONTO, June 12, 2025 /CNW/ - BMO Asset Management Inc. ("BMOAM"), the manager of the BMO ETFs, today announced the launch of BMO Human Capital Factor US Equity ETF (Cboe Canada: ZHC) (the "BMO ETF").


BMO Human Capital Factor US Equity ETF seeks to provide long-term capital appreciation primarily by investing, directly or indirectly, in equity securities of US issuers that possess strong corporate culture. The BMO ETF will primarily invest in companies that score highly in the management of human capital, which seeks to link company culture and equity performance in a quantifiable factor.


BMOAM, as portfolio adviser, will select equity securities for the BMO ETF's portfolio using third party data and methodologies developed by Irrational Capital LLC that consider non-financial dimensions including, without limitation, the following:


  • Direct managerial relationships

  • Organizational alignment

  • Engagement

  • Innovation

  • Organizational effectiveness

  • Emotional connection

  • Extrinsic motivation


BMO Human Capital Factor US Equity ETF has closed its initial offering of units and is listed and trading on Cboe Canada Inc.


SOURCE: BMO Financial Group


 
 
  • LinkedIn

Disclaimer: This site, any posts or links on this site, and the information contained on this site (including, without limitation, the intellectual property and marks of Irrational Capital LLC), as well as any references to indexes, products, securities, strategies, or services contained on this site (collectively, the “Site Materials”), are provided for informational purposes only, on an “as-is basis” and may not be relied on for any purpose. The Site Materials may not (a) be used to verify or correct other data, to create indexes, risk models, or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment vehicles and (b) may not be relied upon by any person or party in evaluating the merits of any investment approach, strategy, instrument or security. None of the Site Materials or references to any index, product, strategy, or service referenced therein constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product, or trading strategy, and such use is solely at your own risk.  Irrational Capital shall have no liability for your use of the Site Materials for any purpose. The Site Materials are the intellectual property of Irrational Capital and/or its partners and may not be exploited, commercialized, referenced, reproduced, or distributed without the prior written consent of Irrational Capital LLC.

© 2024 by Irrational Capital LLC

bottom of page