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Ibbotson Associates
Investment and advisory services built on innovative research.
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Investment Process
Rooted in academic research, the Ibbotson Associates portfolio development process establishes the foundation for Ibbotson's investment management services. This top-down approach begins with the development of asset class models, then integrates quantitative and qualitative analyses to screen for appropriate investments. Bridging the gap between theory and practice, the process enables Ibbotson portfolio managers and consultants to build robust portfolios for institutions and investors based on sound asset allocation principles.
Five-Step Investment Process
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