Accounting Today

EISI Adds Ibbotson Asset Allocation Option to NaviPlan

Winnipeg, Manitoba (April 20, 2004) -- Emerging Information Systems Inc., the developer of NaviPlan financial planning software, has made Ibbotson Associates' asset allocation option available in the ...
Morningstar

From 'the Ibbotson Chart' to Popularity: Lessons Learned From 5 Decades of Asset Allocation

Roger Ibbotson and Philip Straehl join host Drew Carter to trace the evolution of our asset allocation approach from Ibbotson Associates and the SBBI yearbooks, to supply-side forecasting research, to ...
Insurancenewsnet.com

Jefferson National’s Monument Advisor one of First VAs to Add ALPS’ Listed Private Equity Portfolio and ALPS’ Ibbotson ETF Asset Allocation Portfolios

NEW YORK and LOUISVILLE, Ky.--(BUSINESS WIRE)--June 25, 2008--Jefferson National’s Monument Advisor, the first flat-insurance fee variable annuity with the industry’s largest supermarket of more than ...
InvestmentNews

Asset-allocation model portfolios poised to become a $2.9T business by 2026

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...
Institutional Investor

Ibbotson Floats Alternatives Fund

Asset allocation services provider Ibbotson Associates Australia has unveiled a new alternatives fund, Investor Daily reports. The Ibbotson Diversified Alternatives Trust will give investors liquid ...