General Info

Ibbotson Associates is a leading authority on asset allocation with expertise in capital market expectations and portfolio implementation. The company offers plan sponsor and investment consulting services. It serves mutual fund firms, financial institutions and insurance companies throughout the world, as well as brokers and dealers. The company also employs a staff of consultants, portfolio managers, and administrative and other support personnel. Ibbotson Associates provides an online resource kit. The company operates a variety of retirement advice programs. In addition, it offers target maturity services that build customized portfolios for asset allocation investment solutions. Ibbotson Associates is a registered investment advisor and wholly owned subsidiary of Morningstar.