Peng Chen

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  BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow

  By Editorial Staff  |  May 22, 2012

  Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.

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  Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation

  By John Sullivan, Advisorone  |  April 5, 2012

  Peng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.

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  At CFDD 2011, Peng Chen Emphasizes Human Capital

  By Danielle Andrus, AdvisorOne  |  October 17, 2011

  'If you take a step back and really think about what we’re in this business for, it’s helping the individual investor,' said Peng Chen, president of Morningstar Ibbotson, as he opened the conference of the Center for Due Diligence 2011.

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  Top 5 Factors for Allocating Retirement Portfolios

  By Danielle Andrus, AdvisorOne  |  August 1, 2011

  Five factors are largely responsible for building retirement plans that are able to address the myriad risks investors face, a report released Monday by the Insured Retirement Institute found.

• Replicate Hedge Funds With ETFs

  By Joyce Hanson, AdvisorOne  |  July 28, 2011

  The capital markets abhor a vacuum and as exchange-traded funds grow more popular, their uses keep multiplying to fill every space that their creators and investors can identify.

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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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  FPA Retreat: Peng Chen, Henkel Explore New World of Retirement Income Planning

  By John Sullivan, Advisorone  |  May 5, 2011

  Pair joins Kelli Hueler, Dr. Michael Zwecher for talk on sources, strategies for 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.

• Ibbotson Says Asset Allocation and Diversification Held Up

  By James J. Green, AdvisorOne  |  April 1, 2010

  While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ....

• Ibbotson Argues That Asset Allocation, Diversification Still Valid

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

  Zebra Capital chairman sees liquidity as one of five main drivers of returns