Ibbotson Associates

• Target Funds Post Strong Q4, Inflows

  By Janet Levaux, AdvisorOne  |  February 24, 2012

  Last year ended with a strong quarter as U.S. equity markets recovered from a tough third quarter.

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  New Hire Roundup: Conley Rises at SEC

  By Marlene Y. Satter, AdvisorOne  |  October 13, 2011

  This week in new hires, Michael A. Conley was named deputy general counsel in the SEC’s office of general counsel. Also, Scott L. Lummer was named CIO and head of Savant Investment Group’s new Santa Rosa office.

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  Top 6 Portfolio Products: Merk Currency; Invesco Bond Funds Launched; Goldman Shuts Alpha

  By Marlene Y. Satter, AdvisorOne  |  September 16, 2011

  Fidelity just offered new searchable fixed-income research, and S&P said it will soon present its second annual mutual fund excellence awards.

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  Morningstar Adds ETF Offerings to Its Managed Portfolios Platform

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Morningstar announced a suite of new offerings on Thursday on its Morningstar Managed Portfolios platform, a fee-based, discretionary investment management program offered through financial advisors.

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  Hedge Funds? Forget It, Say ETF Experts. Try Replicating Them Instead.

  By Joyce Hanson, AdvisorOne  |  June 24, 2011

  IndexIQ CEO Adam Patti works with RIAs to create new ETFs, including ones that replicate hedge funds, but at a much lower cost.

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  Five Steps to a Successful Retirement Income Strategy

  By John Sullivan, AdvisorOne  |  February 18, 2011

  Envestnet/PMC’s Henkel says little thought is given to sources of retirement income.

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  Peng Chen Promoted to Head Morningstar’s Investment Management Operations

  By James J. Green, AdvisorOne  |  November 10, 2010

  Peng Chen, the Ibbotson Associates president, was named Wednesday to the new post of president of the Chicago-based company's Investment Management division.

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  At Retirement Income Symposium, Henkel’s Shopping List

  By James J. Green, AdvisorOne  |  November 8, 2010

  Michael Henkel likes to say that "Retirement is the most difficult investment decision an advisor will ever make"; and in his keynote speech at the Retirement Income Symposium in Chicago on Monday,he laid out the scope of the challenge and the opportunity for advisors.

• Ibbotson Report Shows Q3 Equities Rebounded

  By Danielle Andrus, AdvisorOne  |  October 28, 2010

  Ibbotson Associates, a subsidiary of Morningstar, released a report on Tuesday that found equity markets rebounded in third-quarter 2010.

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  Managed Futures and Asset Allocation: Asset Class or Investment Strategy?

  By Matt Osborne, Altegris  |  October 1, 2010

  As alternative investments go mainstream, I believe it's time to acknowledge that the broad universe of alternatives is another asset class, alongside stocks, bonds, cash, real estate and commodities.