Why Ibbotson?

- Ibbotson Local Global

Ibbotson Associates is a leading provider of asset allocation, manager selection, and portfolio construction services with over 30 years' experience in the United States, Australia, and other international markets.

We leverage our in-depth research to deliver innovative investment solutions, help investors reach their financial goals, and provide independent investment thought leadership. Ibbotson was founded in 1977 and is a unit of Morningstar's Investment Management division.

Our Mission

We aim to deliver innovative investment solutions built on rigorous research and independent thinking to help investors meet their financial goals.

Our Clients

Institutions including superannuation funds and financial services providers benefit from the depth and integrity of our research, the expertise of our staff, and our proven experience at tailoring and delivering customised outcomes. Our sophisticated yet flexible investment approach is designed to work hand-in-hand with client needs as we help end investors meet their goals more effectively.

Financial planners benefit from our ability to streamline the complexities of investing, and to provide advice and solutions that meet multiple investor objectives. The Ibbotson Trusts offer one-stop vehicles combining cutting-edge asset allocation, comprehensive manager research and selection, and innovative and rigorous portfolio construction.

- Ibbotson Client Solutions

Investment Advice

We use a flexible consulting process to provide investment advice which includes defining investment objectives; in-depth research covering capital markets and investment managers; and portfolio construction.

Investment Management

We create a broad range of investment strategies and offer these through our diversified and single-sector trusts available directly from us or through platforms and administration services.

Investment Solutions

We combine our investment advice capabilities and hands-on investment management experience to design customised pre- and post-retirement solutions to meet the needs of institutions, superannuation funds, and financial services providers.

Our Foundations

  • Over 30 years of asset allocation experience

  • More than 100 institutional clients worldwide including in the US, Canada, Europe, Australia, and Asia

  • Over 40 investment professionals within the investment management division globally

  • Six Graham & Dodd awards for excellence in research and financial writing in the Financial Analysts Journal

  • Two US patents for Ibbotson’s groundbreaking asset allocation methodologies 

  • 140,000 employers relying on Ibbotson retirement advice for their staff.

For more information about our range of capabilities, contact our Investment Services team on +61 2 9276 4550 or email client.enquiries@ibbotson.com  

To learn more about Ibbotson Associates in the US, click here.

© Ibbotson Pty Ltd (ABN 65 003 914 387).  Terms & Conditions  Privacy Ibbotson Associates Australia Limited (ABN 54 071 808 501, AFS Licence No. 228986) ('Ibbotson' or 'Ibbotson Associates')