The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ZSP’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ZSP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ZSP’s parent organization’s priorities and whether they’re in line with investors’ interests.
Solid exposure to large-cap US stocks.
Brendan McCann
Senior Associate Analyst
Summary
BMO S&P 500 accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.