April 18, 2014 4:07 PM ET

Capital Markets

Company Overview of Ibbotson Associates, Inc.

Company Overview

Ibbotson Associates, Inc. offers asset allocation research and services to mutual fund firms, banks, broker-dealers, insurance companies, asset managers, and retirement plan providers in the United States and internationally. The company’s products and services include investment consulting services, such as risk tolerance questionnaires, asset class models, fund selection and classification, fund-specific portfolios, and capital market assumptions; and fund-of-funds services, including asset allocation, momentum strategies, active and passive strategies, and custom strategies, as well as income, tax-efficient, alternative, target maturity, and risk-based portfolios. Its products and service...

225 North Michigan Avenue

Suite 700

Chicago, IL 60601

United States

Founded in 1977

Key Executives for Ibbotson Associates, Inc.

Chairman of Morningstar Inc and Chief Executive Officer of Morningstar Inc
Age: 56
Chief Technology Officer
Age: 50
Vice President
Vice President
Vice President
Compensation as of Fiscal Year 2013.

Ibbotson Associates, Inc. Key Developments

Ibbotson Associates, Inc. Presents at Morningstar Ibbotson Conference, Feb-20-2014 08:10 AM

Ibbotson Associates, Inc. Presents at Morningstar Ibbotson Conference, Feb-20-2014 08:10 AM. Venue: JW Marriott Desert Ridge Resort & Spa, 5350 E. Marriott Drive, Phoenix, AZ 85054, United States. Speakers: Roger Glenn Ibbotson, Founder.

Ibbotson Associates, Inc. Presents at 2012 ETF Invest Conference, Oct-04-2012 10:50 AM

Ibbotson Associates, Inc. Presents at 2012 ETF Invest Conference, Oct-04-2012 10:50 AM. Venue: The Radisson Blu Aqua Hotel Chicago, 221 North Columbus Drive, Chicago, IL 60601, United States. Speakers: Brian Huckstep.

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