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Michael Rawson

Wednesday, November 16, 2011

The AAII Puget Sound Chapter presents ...


discussed by:

Michael Rawson, CFA

ETF Analyst, Morningstar

Michael Rawson, ETF analyst at Morningstar, will give a broad overview of exchange-traded funds and provide recommendations on how to best use them. He will compare the advantages and disadvantages of ETFs and mutual funds and talk about what goes on inside the different kinds of ETF indexes, as well as inside more exotic asset classes such ascommodities. He will discuss how to research ETFs and provide ideas for the current market.
 Attend this meeting & learn:

How to analyze an exchange-traded fund (ETF)

Where the supposed tax advantages of ETFs come from

About the different kinds of indexes that ETFs follow

Which ETFs are best used for investment and which

are best left to traders


About Michael Rawson, CFA

Michael Rawson is an exchange-traded fund (ETF) analyst with Morningstar, where he conducts research on individual ETFs as well as on using ETFs for asset allocation. In addition, he manages two ETF portfolios. Prior to joining Morningstar, he was a quantitative equity analyst for National City Bank. He holds a Master of Science in fi nance from the University of Wisconsin–Madison and the right to use the CFA designation.
Powerpoint presentation