Why Ibbotson?
Over the last 20 years Ibbotson Associates has established a leading investment solutions capability in Australia built on rigorous research, analysis, and independent thinking.
Ibbotson Associates in Australia delivers innovative investment strategies and portfolio solutions built on rigorous research, analysis, and independent thinking to clients including corporate superannuation funds, public sector portfolios, insurance companies, other institutions, and distributors of financial products.
Our core values include a dedication to proprietary research and innovation, decision-making by experienced local investment staff, a focus on long-term performance and investment outcomes, and the determination and flexibility to provide customised client solutions. We were founded as Intech in 1989.
Ibbotson offers clients a whole new world of experience. We’re in a unique position to leverage our established expertise and processes with thought leadership from across Morningstar, to help clients build portfolios using the latest investing techniques and research.
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Over 30 years of investment experience from Ibbotson Associates in the US
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US$57.5 billion assets under management and advisement
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43 investment professionals within the investment management division
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Six Graham & Dodd awards for best investment research article in the Financial Analysts Journal
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Two US patents for Ibbotson’s groundbreaking asset allocation methodologies
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140,000 employers relying on retirement advice and managed account services for their staff
For more information about our range of capabilities, or our latest research, contact our Investment Services team on +61 2 9276 4550.
To learn more about Ibbotson Associates in the US, click here.