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Ibbotson Associates has been successfully providing real-world solutions to money managers, plan sponsors and consultants, financial planners, broker-dealers, mutual fund firms, and insurance companies for the last 30 years.
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Rooted in academic research, the Ibbotson Associates portfolio development process establishes the foundation for all of its investment management services. Bridging the gap between theory and practice, the process enables Ibbotson consultants and portfolio managers to build robust portfolios for institutions and investors based on sound asset allocation principles.
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Strategic Asset Allocation: seeks to capture diversification benefits among asset classes over the long run.
Dynamic Asset Allocation: seeks to add value through taking advantage of short-intermediate term market opportunities.
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ETF Selection: seeks to add value through selecting consistent and superior ETFs.
Risk Management: seeks to control active risk relative to the current asset allocation policy.
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