Ibbotson Associates is a registered investment advisor that is now part of Morningstar Investment Management. A leading authority on asset allocation with expertise in capital market expectations and portfolio implementation, Ibbotson Associates approaches portfolio construction 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.
Morningstar Investment Management is a division of Morningstar comprising its investment advisory subsidiaries. The investment advisory services described above are offered by Morningstar Associates, LLC, Morningstar Investment Services, Inc., and/or Ibbotson Associates, Inc., all registered investment advisors and subsidiaries of Morningstar, Inc.
