Innovative. Flexible. Analytical. Asset allocation research and services.
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.
All of the services described are provided by Ibbotson Associates, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.
