Building a Strategic Portfolio with ETFs

Presented by

Michael Rawson, ETF Analyst, Morningstar

About this talk

This presentation will give an introduction to ETFs and describe how they can be used to build a strategic asset allocation. ETF Basics Overview of ETF Market ETFs vs. Mutual Funds Advantages and Disadvantages Types of Asset Allocation Strategic Tactical Building a Strategic Portfolio with ETFs List of ETF Providers with a wide selection of funds

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With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.