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Ibbotson Associates, Inc.

Ibbotson Associates, Inc.

Accounting Firms

Description

Ibbotson Associates, Inc. offers asset allocation research and services to mutual fund firms, banks, broker-dealers, insurance companies, asset managers, and retirement plan providers in the United States of America and internationally. The companys products and services include investment consulting services, such as risk tolerance questionnaires, asset class models, fund selection and classification, fund-specific portfolios, and capital market assumptions; and fund-of-funds services, including asset allocation, momentum strategies, active and passive strategies, and custom strategies, as well as income, tax-efficient, alternative, target maturity, and risk-based portfolios. Its products and services also comprise plan sponsor consulting services, such as fund selection, lineup management, fiduciary oversight, investment policy statement, watch list, and ongoing due diligence; and retirement services, including managed account solutions, investment advice, custom target maturity services, pre-and post-retirement solutions, asset allocation education, web-based platforms, and retirement readiness trackers. The company was founded in 1977 and is based in Chicago, Illinois. As of March 1, 2006, Ibbotson Associates, Inc. operates as a subsidiary of Morningstar Inc.

Corporate Address

22 West Washington Street Chicago, IL60602 United States of America

United States of America

312-696-6700

Tags:

Banking Insurance, Bank Capital, Mergers and Acquisitions, Investment Loans, Banking and Investment Management Services, Banking Markets, Personal Loans

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