This year Ibbotson is pleased to host Nobel-Prize-winning economist and founding father of modern portfolio theory Dr.
General session speakers at this year's conference include:
-- Roger Ibbotson, founder of Ibbotson Associates, professor of finance at Yale School of Management, and partner at Zebra Capital Management, will discuss the idea of using asset liquidity as an investment style the same way investors currently use size, value, or momentum; -- Frederick Dopfel, managing director and head of the client advisory group at Barclays Global Investors, will discuss the impact of "home bias" investing on investors in emerging and developed countries; -- Jan Hatzius, chief U.S. economist for Goldman Sachs, will provide his economic and financial outlook for the United States for both the near and long term; -- Gary Gorton, professor of finance at Yale School of Management, will discuss the characteristics of commodity futures as an asset class and strategies for investment; and, -- Don Phillips, managing director for Morningstar, will present new techniques for using indexes to explain manager performance.
Additional academic and industry experts as well as thought leaders from across Morningstar and Ibbotson will present 14 breakout sessions covering topics including, Ibbotson's economic outlook, advances in retirement income and liability-relative optimization, using volatility as an asset class, benchmarking and scoring target date funds, fundamental indexing, the impact of unreported manager trades on fund performance, and infrastructure as an asset class, to name a few.
"This is an unprecedented time for the financial services industry. Uncharted market territory, shifting demographics, and a changing retirement landscape are driving innovation in financial planning and new investment product development," said
In addition, Morningstar will host an institutional software client symposium for Morningstar Direct and Morningstar(R) EnCorr(R) users on
For more information or to register for the conference, please visit http://global.morningstar.com/ibbotsonconference or call 877-525-3257. Attendance is
Full-time members of the news media may attend the conference at no cost, but must register in advance by contacting
About Morningstar, Inc. and Ibbotson Associates
Morningstar, Inc. is a leading provider of independent investment research in
Ibbotson Associates is a leading independent asset allocation provider offering investment advisory services, retirement advice programs, and customized research. Ibbotson applies academic research to create real-world solutions for financial institutions. Founded in 1977, Ibbotson is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.
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Media Contact: Alexa Auerbach 312-696-6481, alexa.auerbach@morningstar.com
SOURCE Morningstar, Inc.; Ibbotson Associates