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.
The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory services described herein are provided by one or more of the U.S. registered investment advisor subsidiaries.