Ibbotson Associates
Investment and advisory services built on innovative research.
Investment Process
Investment Consulting
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Target Maturity Solutions
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Ibbotson Associates is a registered investment advisor that is now part of the Morningstar Investment Management division. 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.

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