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| | | | Executive Management | | | | | Thomas Idzorek, CFA | | President, Investment Management Division |
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| | Tom Idzorek, CFA is president of the Morningstar Investment Management division, responsible for investment advisory, retirement solutions, and investment management operations in North America, Europe, Asia, and Australia. Idzorek has expertise in lifetime asset allocation, target-date funds, retirement income solutions, fund-of-funds optimization, risk budgeting, and performance analysis. He oversees the Investment Policy Committee for the global Investment Management division and serves on Morningstar’s retirement plan committee.
Idzorek has authored numerous articles on asset allocation and investing topics. Prior to joining Ibbotson Associates, which was acquired by Morningstar in 2006, Idzorek was senior quantitative researcher for Zephyr Associates. He developed and researched financial models and techniques for inclusion in the company’s analytical software. He co-developed the “style drift score” and implemented the Black-Litterman model in the firm’s software.
Idzorek holds a bachelor’s degree in marketing from Arizona State University, a master’s degree in business administration from Thunderbird School of Global Management, and the Chartered Financial Analyst (CFA) designation. | | | | | |
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