Company Overview of Ibbotson Associates, Inc.
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 and internationally. The company’s 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 service...
22 West Washington Street
Chicago, IL 60602
Founded in 1977
Key Executives for Ibbotson Associates, Inc.
Chairman of Morningstar Inc and Chief Executive Officer of Morningstar Inc
Vice President of Marketing
Compensation as of Fiscal Year 2015.
Ibbotson Associates, Inc. Key Developments
Ibbotson Associates, Inc. Presents at Morningstar Annual Institutional Conference, Mar-05-2015
Feb 17 15
Ibbotson Associates, Inc. Presents at Morningstar Annual Institutional Conference, Mar-05-2015 . Venue: JW Marriott Desert Ridge, Resort & Spa, Phoenix, Arizona, United States. Speakers: Roger Glenn Ibbotson, Chairman.
Morningstar and Business Logic Settle Dispute
Jul 17 14
Morningstar Inc. has reached an agreement to settle its dispute with Business Logic Holding Corporation. Under terms of the agreement, Morningstar has secured a license to the intellectual property that was at the heart of the dispute. Morningstar will pay Business Logic $61.0 million, which is approximately $38.2 million after taxes or 85 cents per share. Morningstar will record the expense in the second quarter of 2014. The lawsuit stems from a 2003 contract between Business Logic and Ibbotson Associates, which is now a wholly owned subsidiary of Morningstar Inc. Business Logic gave Ibbotson the right to embed and combine its software with Ibbotson's software to develop Advice by Ibbotson, the company's advice and managed account platform for retirement plan participants. Morningstar acquired Ibbotson in 2006. When the contract between Ibbotson and Business Logic ended in 2009, Ibbotson replaced the Business Logic software with its own. Business Logic claimed that Morningstar and Ibbotson breached the contract and used Business Logic trade secrets to develop the new software. Business Logic filed suit against Morningstar and Ibbotson in 2009 and Morningstar and Ibbotson contested the claims.
Morningstar Inc. and Ibbotson Associates Inc. Settle Software Piracy Lawsuit Filed by Business Logic Corp
Jul 10 14
Morningstar Inc. has settled a software piracy lawsuit filed against it by Business Logic Corp. The trial, which was scheduled to start on July 7, 2014 in Chicago, has been canceled. The lawsuit filed by Business Logic in 2009 alleged that Morningstar and unit Ibbotson Associates Inc. misappropriated Business Logic's trade secrets. Business Logic sought in $64.3 million compensatory damages.
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