October 26, 2016 4:06 PM ET

Capital Markets

Company Overview of Ibbotson Associates, Inc.

Company Overview

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

United States

Founded in 1977





Key Executives for Ibbotson Associates, Inc.

Founder and Advisor
Age: 73
Chairman of Morningstar Inc and Chief Executive Officer of Morningstar Inc
Age: 60
Chief Technology Officer
Age: 53
Vice President
Age: 59
Compensation as of Fiscal Year 2016.

Ibbotson Associates, Inc. Key Developments

Ibbotson Associates, Inc. Presents at Morningstar Annual Institutional Conference, Mar-05-2015

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.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
NYC2012, Inc. United States
The Advertising Council, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Ibbotson Associates, Inc., please visit corporate1.morningstar.com/Investment-Advisory-Services/. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.