Ibbotson Associates - investment advisory services

Ibbotson Associates - Leading investment advisory services built on proprietary research.

• Groundbreaking retirement services incorporate guaranteed income benefits
• 100+ clients worldwide include three Fortune 100 firms
• Six Graham and Dodd Awards received from the Financial Analysts Journal

For more than 30 years, Ibbotson Associates has been at the forefront of financial theory
and research.

Its consultants work directly with asset managers, broker/dealers, and retirement plan providers and sponsors to deliver compre-hensive advisory services. Ibbotson applies
its expertise and award-winning methodologies to create asset allocation models, select managers, and construct optimal portfolios that meet a client’s specific needs.

Among its major initiatives, Ibbotson is helping reinvent the approach to retirement investing with its Lifetime Financial Advice methodology. This research, which won Ibbotson one of its six prestigious Graham and Dodd Awards from the Financial Analysts Journal, was inspired by the need to expand the traditional portfolio construction framework to integrate special risk factors. Ibbotson’s advances consider how “human capital”—an individual’s potential to
earn and save money—interacts with total saved assets. As a result, its retirement strategies account for changes over time as participants earn and save.

These strategies also help retirees decrease risk and volatility while providing sustainable payouts. Ibbotson consultants construct portfolios based on a patented process that unifies asset class decisions with guaranteed life insurance benefits.Leveraging Ibbotson’s lifetime asset allocation methodologies, custom target maturity portfolios help simplify investment decisions by defining an appropriate asset mix and providing sound diversification options to meet income needs in retirement. These portfolios, which can be built from a plan’s existing lineup, account for a participant’s savings, job security, in-retirement expenses, and defined benefits.
 
A range of self-service retirement options is available through Advice by Ibbotson®
software. Advice by Ibbotson delivers personalized guidance and tools for individuals
from the accumulation phase through retirement. The service is customized to meet a
client’s branding requirements and integrates with existing systems.

In addition to investment consulting and management, Ibbotson shares its latest insights and innovations throughout the year at several events.

The annual Morningstar® Ibbotson® Conference unites academic and industry experts from
around the world to discuss the state of the art in financial theory and practice. The 2009
conference featured Ibbotson founder Roger Ibbotson and Nobel Laureate Harry Markowitz. The 2010 Morningstar Ibbotson Conference will take place in March in Orlando, Florida. Other events, including symposiums and live quarterly conference calls led by senior Ibbotson researchers, are offered on specialized topics throughout the year.
www.ibbotson.com
 

Read published research and register for events.