Ibbotson Associates is a registered investment advisor that is now part of the Morningstar Investment Management division. A leading authority on asset allocation with expertise in capital market expectations and portfolio implementation, Ibbotson Associates approaches portfolio construction through a research-based investment process. Its experienced consultants and portfolio managers serve mutual fund firms, banks, broker/dealers, and insurance companies worldwide. Ibbotson Associates’ methodologies and services address all investment phases, from accumulation to retirement and the transition between the two.
| Website | http://www.ibbotson.com |
| Employees | 12 (5 on RocketReach) |
| Founded | 1977 |
| Technologies |
Microsoft SQL Server
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Linux
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Teamwork
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| Industry | Financial Services, Asset Allocation, Investment Management, Fund Selection, Advice and Managed Accounts, Funds-of-Funds Management |
| Web Rank | 7000 |
| Web Visits | 7 Million |
| Keywords | Registered Investment Advisor, Investment Advisor, Strategic Asset Allocation, Asset Pricing, Tactical Asset Allocation, Asset Allocation, Portfolio Optimization, Portfolio Construction, Portfolio Management, Risk Management, Investment Research, Economic Forecasting, Financial Planning, Investment Consulting, Investment Management, Financial Analysis, Retirement Planning, Long Term Investing, Wealth Management |
| Competitors | Fidelity Investments, BlackRock, Vanguard, T. Rowe Price, FactSet, LPL Financial, Dimensional Fund Advisors, Morningstar, Schwab Advisor Services, Wilshire +38 more (view full list) |
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5 people are employed at Ibbotson Associates.
Ibbotson Associates is based in Chicago, Illinois.