Q & A Featuring BMO ETFs Managers: Danielle Neziol & Chris Heakes | Covered Call ETFs ZWC, ZWU, ZPAY

00:00 Introductions
02:10 What is a Covered Call ETF?
03:37 How did BMO become the biggest CC ETFs Manager in Canada?
05:07 Origins of Covered Calls (ETFs)
07:00 BMO's Covered Call Strategy Explained (Coverage & Moneyness)
10:35 Underlying Stock Selection
13:06 How are Distribution amounts decided?
15:32 NAV (Capital) Erosion Concerns
17:00 Distribution Decreases/Increases
19:13 ROC (Return of Capital) Income
20:50 Popularity of Covered Call Strategies
22:38 For who are CC ETFs designed for?
24:26 Transitioning from Growth to Income
27:45 Covered Call Income Sustainability
32:20 Volatility and Covered Calls
33:32 Why are BMO Yields typically lower than competitors
35:45 ZPW/ZPH & ZPAY - Safety?
43:10 Any Plans for an "ALL in one" BMO ETF?
45:36 BMO Broker (Investor Line) Commission Free ETFs
47:40 Outro + News


Disclaimer

Commissions, management fees and expenses all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. The indicated rates of return are the historical compounded total returns including changes in share or unit value and the reinvestment of all dividends or distributions and do not take into account the sales, redemption, distribution, optional charges or income tax payable by the unitholder that would have reduced returns BMO ETFs and ETF Series are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO ETFs or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss.

BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under license.

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