IBBOTSON ASSOCIATES Overview

Ibbotson Associates Inc is an investment advisor that manages 38 BN dollars in regulatory AUM and has 32 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 12/31/15. The fund's latest filing disclosed 193MM in positions, representing 1% of the manager's regulatory AUM.

IBBOTSON ASSOCIATES StockAlpha

-3.4%
Top 25%
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Fundamental & Technical Factor Exposure

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EBIDTA Margin Debt/Assets Hedge Fund Crowding

IBBOTSON ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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IBBOTSON ASSOCIATES Founders and Key Employees

Name Title In Position Since
Scott A. Wentsel Vice President April-2005
Rita K. Bardell Chief Compliance Officer March-2014
Matthew J. Radgowski Managing Director July-2014
Daniel Needham President February-2015

IBBOTSON ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company

IBBOTSON ASSOCIATES Investment Strategy

IBBOTSON ASSOCIATES Portfolio Concentration

IBBOTSON ASSOCIATES Location

22 WEST WASHINGTON STREET
CHICAGO, Illinois
UNITED STATES, 60602-7676

IBBOTSON ASSOCIATES Contact Information

Phone Number: 312-696-6700
Fax Number: 312-696-6630
Website:

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