BNET Industries

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

22 W Washington St

Chicago, Illinois 60602

www.ibbotson.co...

(312) 696-6000

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

Recent Events

  • AIG VALIC Introduces Independent Investment Advisory Services into K-12 403b Market

    11/15/07 - Joint Venture / Alliance - View Story

  • Take The Guesswork Out Of Asset Allocation Posted By : Samuel Martin

    10/29/07 - Joint Venture / Alliance - View Story

  • Help Is On The Way For 401k Investors Posted By : Samuel Martin

    10/29/07 - Joint Venture / Alliance - View Story

  • Lincoln Employer Markets Launches New Retirement Program - Lincoln SmartFutureSM

    10/08/07 - Joint Venture / Alliance - View Story

  • Lincoln to Offer the Lincoln Ibbotson Insight Series for its Defined Contribution Products

    9/14/07 - Joint Venture / Alliance - View Story

  • Morningstar sets earnings record, cuts deal with S&P

    2/22/07 - Merger / Acquisition - View Story

News & Analysis

ibbotson associates inc. - All News and Analysis

  • Heavyweight Bolton marks start of the end at Morningstar talk.

    - 2007-09-27

    Any entity that uses a lot of leverage, such as sub-prime mortgages and private equity, will be affected by the recent credit crunch, according to Roger Ibbotson. Any entity that uses a lot of leverage, such as sub-prime mortgages and private equity, will be...

    Tags: Morningstar Inc.

  • WHAT RETIREMENT MEANS NOW

    - 2007-09-01

    As millions more Americans part with the workplace for longer and longer periods, retirementÑonce considered the reward of a work life well- livedÑis proving not to be all wine (at early-bird prices) and roses from the new garden. Scott Neal, president of D. Scott Neal, Inc. in Lexington and ...

    Tags: Ibbotson Associates Inc.

  • ALPS Fund Services Launches ETF Asset Allocation Portfolios for Use as Annuity Investment Options

    - 2007-04-16

    Ibbotson Associates to Serve as Subadvisor DENVER -- ALPS Fund Services today launched a series of asset allocation portfolios comprised of exchange-traded funds ETFs for use by insurance companies in their variable insurance products. Ibbotson Associates, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. (NASDAQ: MORN),...

    Tags: Ibbotson Associates Inc.

  • On the job

    - 2006-11-01

    Vincent Duhamel, the managing director of asset management at Goldman Sachs in New York, has been elected chair of the board of governors of the CFA Institute in Charlottesville, Va. Emerging Information Systems in Winnipeg, Manitoba, has named Keith Washington general manager of the company's Carlsbad, Calif., operations. Washington will...

    Tags: Ibbotson Associates Inc.

  • Investment chief has product, profit motives.(People)

    - 2006-09-04

    Byline: Lorene Yue Job: President and chief investment officer, Ibbotson Associates Inc., since Aug. 2. Vitals: 35 years old; bachelor's degree, 1992, Harbin Institute of Technology, Harbin, China; Ph.D. in consumer economics, 1997, Ohio State Byline: Lorene Yue ...

    Tags: Morningstar Inc.

Decision Makers

Name (plus bio) Position
Roger G. Ibbotson founder
Matthew Burki Vice President, Marketing Group
Scott Wentsel Vice President, Traditional & Fund investment

Organization Position Status
Ibbotson Associates Inc. CEO Current
Ibbotson Associates Inc. founder 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
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

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

Executive News

  • Lincoln to Offer the Lincoln Ibbotson Insight Series for its Defined Contribution Products

    RBC Dain Raushcer - 9/14/07 - View Story

  • Lincoln to Offer the Lincoln Ibbotson Insight Series for its Defined Contribution Products

    PR Newswire via Yahoo! - 9/13/07 - View Story

  • Lincoln to Offer the Lincoln Ibbotson Insight Series for its Defined Contribution Products

    Calibre Macro World - 9/13/07 - View Story

  • ALPS Fund Services Launches ETF Asset Allocation Portfolios for Use as Annuity Investment Options

    Business Wire - 4/16/07 - View Story

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