BNET Industries

Ibbotson Associates Inc.

is in the Technology Industry

Last Fiscal Year Sales:$24.0M
  • Private
  • US
Dow Jones Description

Ibbotson Associates is a leading authority on asset allocation with expertise in capital market expectations and portfolio implementation. Approaching portfolio construction from the top-down 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.

Number of Employees 120
Contact Information

225 N Michigan Ave Ste 700

Chicago, Illinois 60601

www.ibbotson.co...

(312) 616-1620

NAICS Code Computer and Computer Peripheral Equipment and Software Merchant Wholesalers: 423430

News & Analysis

ibbotson associates inc. and morningstar inc. - All News and Analysis

Decision Makers

Name (plus bio) Position
Roger G. Ibbotson CEO
Peng Chen President
Matthew Burki Vice President, Marketing Group
Scott Wentsel Vice President, Traditional & Fund investment
Dan Piscatelli Director, Mergers, Acq
Heather Recibe Reg Manager, Intl Mkts
Shelli Nelson Manager, Hr

Organization Position Status
Ibbotson Associates Inc. CEO Current
Dimensional Fund Advisors Director and Trustee Current
Dimensional Fund Advisors Canada, Inc. Director and Trustee Current
Yale School of Management Professor Current
Futef Current
Ibbotson Associates Inc. Chairman Current
Dimensional Fund Advisors Board of Directors Current
Investor Home Board of Directors Current
Dimensional Fund Advisors Canada, Inc. Board of Directors Current
Ibbotson Associates Inc. founder Former
Association for Investment Management and Research Former
University of Chicago Ph.D. Former
Indiana University Mba Former
Purdue University B.S. Former
Yale School of Management Finance Former

Peng Chen, Ph.D., CFA, is president of Ibbotson Associates, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Entrusted to create asset allocation models for many of the largest companies in the finance and investment industries, Ibbotson Associates is a leading provider of retirement advice programs and investment consulting services to institutions. Chen joined Ibbotson in 1997, and is one of the foremost authorities on asset allocation. He has played a key role in the development of Ibbotson's investment consulting and 401(k) advice/managed retirement account services. Prior to Morningstar's acquisition in March 2006, Chen served as managing director and chief investment officer for Ibbotson. A respected researcher, Chen has expertise in asset allocation, portfolio risk measurement, nontraditional assets, and global financial markets. His writings have appeared in the Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, Journal of Financial Planning, Bank Securities Journal, the American Association of Individual Investors Journal, Consumer Interest Annual, and the Journal of Financial Counseling and Planning. He received the "Articles of Excellence" award from the Certified Financial Planner Board in 1996 and "Graham and Dodd Scroll" awards in 2003 and 2007 from the Financial Analysts Journal. Chen received a bachelor's degree in industrial management engineering from Harbin Institute of Technology and his master's and doctorate in consumer economics from Ohio State University.

Organization Position Status
Ibbotson Associates Inc. President Current
Morningstar, Inc. President, Ibbotson Assoc. Current
Afpj Pte Ltd Managing Director, Director of Research, Ibbotson Associates Current
Ibbotson Associates Inc. Managing Director Former
Ibbotson Associates Inc. Director of Research Former
The Ohio State University Doctorate In Consumer Economics Former
The Ohio State University Master's Former

Organization Position Status
Ibbotson Associates Inc. Vice President, Marketing Group Current
Ibbotson Associates Inc. Manager, Marketing Former

Organization Position Status
Ibbotson Associates Inc. Vice President, Traditional & Fund investment Current
Ibbotson Associates Inc. Senior Portfolio Manager Former

Organization Position Status
Ibbotson Associates Inc. Director, Mergers, Acq Current

Organization Position Status
Ibbotson Associates Inc. Reg Manager, Intl Mkts Current

Organization Position Status
Ibbotson Associates Inc. Manager, Hr Current
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