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 above are provided by Ibbotson Associates, Inc., a registered investment advisor with United States Securities and Exchange Commission and wholly owned subsidiary of Morningstar, Inc. The information noted above is not intended as and does not constitute investment, legal, or tax advice, or an offer to sell any security. This information should not be used as your sole basis for making investment decisions. You understand and acknowledge that any request for information you make does not constitute a client relationship and that under the rules and regulations applicable to your province, services mentioned herein may not be available to you.