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
225 N Michigan Ave Ste 700
Chicago, Illinois 60601
(312) 616-1620
Peer Companies
NAICS Code Computer and Computer Peripheral Equipment and Software Merchant Wholesalers: 423430
News & Analysis
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ibbotson associates inc. - All News and Analysis
- Lincoln Financial Group Announces New Ibbotson Fund Lineup for its Lincoln Director Retirement Program -
- 2009-08-06
PHILADELPHIA, Aug. 6 /PRNewswire-FirstCall/ -- Lincoln Financial Group, today announced that it has added a new offering to the Ibbotson Insight Series Fund Lineup within the Lincoln DirectorSM group variable annuity. The Lincoln Ibbotson Insight Series now includes both a Core and Expanded lineup. The Core lineup,...
Mike Henkel, Former President of Ibbotson Associates, Joins Envestnet to Head New Retirement Services Group
- 2008-04-14
Envestnet to plan several retirement initiatives focused on advice-driven 401k products and solutions CHICAGO -- Envestnet, a leading provider of wealth advisory solutions to more than 20,000 financial advisors, today announced Mike Henkel, former President of Ibbotson Associates, as the Managing Director for the firm's newly established Retirement Services...
Report shows withdrawal benefits value.(SPOTLIGHT)(Ibbotson Associates Inc.)(Brief article)
- 2008-03-01
Ibbotson Associates, a wholly owned subsidiary of Morningstar Inc., has released a study showing that adding a lifetime guaranteed minimum withdrawal benefit to a traditional stock and bond retirement portfolio can increase income while decreasing income risk. The research, sponsored by Nationwide Financial Services, showed that...
7IM hires allocation specialist Ibbotson.
- 2008-01-21
Seven Investment Management has engaged the services of US-based asset allocation specialist Ibbotson Associates across its five fund of funds. Ibbotson began a permanent contract with 7IM in December, and will take care of core strategic asset allocation for the AGBP378.2m Balanced fund,...
AIG VALIC Introduces Independent Investment Advisory Services into K-12 403 Market
- 2007-11-15
New Product Platform Combines Investment Selection Expertise of Ibbotson Associates with AIG VALIC's Compliance and Administrative Services HOUSTON -- AIG VALIC, a national leader in retirement plan services for both non-profit and for-profit education, healthcare and government organizations, today announced that it has entered into an agreement with Ibbotson...
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...
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 ...
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),...
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...
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 ...
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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