Roger G. Ibbotson

World's Largest Asset Owner, Japan's Government Pension Investment Fund (GPIF), Selects Morningstar Indexes & Equileap for Additional Gender Diversity Mandate

Retrieved on: 
Friday, April 14, 2023
Government Pension Investment Fund, Workplace, Policy, Research, Gender, Mitsubishi UFJ Financial Group, Index, Sony, G7, ESG, Benchmarking, Roger G. Ibbotson, Nursing, Toy

CHICAGO, April 14, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces the launch of the Morningstar Japan ex-REIT Gender Diversity Tilt Index, an addition to its series of global gender diversity indexes. The index is powered by the methodology of leading global index provider Morningstar Indexes and the gender equality scorecard of Equileap, a global provider of data and insights on gender equality for investors.

Key Points: 
  • New Japan version of global gender diversity index builds on initial collaboration between Morningstar, GPIF and Equileap started in 2020.
  • CHICAGO, April 14, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces the launch of the Morningstar Japan ex-REIT Gender Diversity Tilt Index, an addition to its series of global gender diversity indexes.
  • Japan's Government Pension Investment Fund (GPIF), the world's largest pension fund with approximately US $1.4 trillion in assets under management as of December 31, 2022, is adding the index as the basis for its Japan-based gender diversity investment strategy.
  • The Morningstar Japan ex-REIT Gender Diversity Tilt Index, the newest addition to the Morningstar Gender Diversity Indexes , is designed to provide exposure to Japan-based companies exhibiting strong gender diversity policy and practices.

World's Largest Asset Owner, Japan's Government Pension Investment Fund (GPIF), Selects Morningstar Indexes & Equileap for Additional Gender Diversity Mandate

Retrieved on: 
Friday, April 14, 2023
Government Pension Investment Fund, Workplace, Policy, Research, Gender, Mitsubishi UFJ Financial Group, Index, Sony, G7, ESG, Benchmarking, Roger G. Ibbotson, Nursing, Toy

CHICAGO, April 14, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces the launch of the Morningstar Japan ex-REIT Gender Diversity Tilt Index, an addition to its series of global gender diversity indexes. The index is powered by the methodology of leading global index provider Morningstar Indexes and the gender equality scorecard of Equileap, a global provider of data and insights on gender equality for investors.

Key Points: 
  • New Japan version of global gender diversity index builds on initial collaboration between Morningstar, GPIF and Equileap started in 2020.
  • CHICAGO, April 14, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces the launch of the Morningstar Japan ex-REIT Gender Diversity Tilt Index, an addition to its series of global gender diversity indexes.
  • Japan's Government Pension Investment Fund (GPIF), the world's largest pension fund with approximately US $1.4 trillion in assets under management as of December 31, 2022, is adding the index as the basis for its Japan-based gender diversity investment strategy.
  • The Morningstar Japan ex-REIT Gender Diversity Tilt Index, the newest addition to the Morningstar Gender Diversity Indexes , is designed to provide exposure to Japan-based companies exhibiting strong gender diversity policy and practices.

Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff

Retrieved on: 
Wednesday, December 7, 2022
Roger G. Ibbotson, SS Richard V. Oulahan, CFA, Thomas More University, MBA, Morning Star, Business administration, RIAS, CFP, ESG, AIM, CRM, Fifth Third Bank, Policy, ETF, RIA, Schwab, Research Park at the University of Illinois Urbana-Champaign, Investment, Senior, University, Philosophy, TAMP, Business development, NOT, Acquisition, Management, Financial adviser

CHICAGO, Dec. 7, 2022 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently announced that they are adding two key members to their growing team. Alex Riedel serves as Managing Director, Head of Client Portfolio Management and started on November 28th, 2022. Tony Oulahan serves as Senior Vice President of Business Development and started on July 5th, 2022. They join the current AIM team consisting of Lee Andreatta, MBA, Chief Executive Officer; Brian Huckstep, CFA, CFP®, Chief Investment Officer; and Meghan Holmes, MBA, Chief Operating Officer.

Key Points: 
  • CHICAGO, Dec. 7, 2022 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently announced that they are adding two key members to their growing team.
  • "We're so excited to have both of these professionals join AIM," said Lee Andreatta, CEO and co-founder of Advyzon Investment Management.
  • Alex Riedel is Managing Director, Head of Client Portfolio Management with Advyzon Investment Management.
  • The Advyzon tech platform combines Advyzon Investment Management's turnkey asset management program (TAMP) with portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage.

Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM)

Retrieved on: 
Tuesday, March 22, 2022
Diamond, RIAS, Research, Head, CEO, RICP, CRM, Element, Technology, Divorce, Time, Oregon Performance Reporting Information System, Solution, Efficiency, CLU, Education, Insurance, University, Charles Schwab Corporation, TAMP, Bank One Corporation, CFA, Black Diamond, Chicago (franchise), Merrill (company), Roger G. Ibbotson, Interest, Certification, Industry, ETF, Notre Dame, CFP, AIM, URL, RIA, Death, Growth, Morning Star, Orion, Hotel manager, Louisiana State University, Quantum, Adoption, Microsoft, Retirement, ESG, Box, Philosophy, Learning, Volume, Doctor of Philosophy, MBA, Document management system, Andreatta, Acquisition, Financial adviser, Risk management, Public relations, Management, Schwab, Northern Trust, Michael Kitces

CHICAGO, March 22, 2022 /PRNewswire/ -- Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced the launch of a new turnkey asset management program (TAMP): Advyzon Investment Management (AIM). Executives say that this is the natural evolution of Advyzon's offering based on sentiment gathered via a survey of Advyzon's advisor client base, as well as listening to their expressed needs over the past several years in ongoing consultative conversations.

Key Points: 
  • New TAMP offering built on Advyzon's cloud-based, award-winning platform is natural evolution based on advisor sentiment
    CHICAGO, March 22, 2022 /PRNewswire/ -- Advyzon , a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced the launch of a new turnkey asset management program (TAMP): Advyzon Investment Management (AIM).
  • Advyzon Investment Management is now available to all current Advyzon users as well as advisors everywhere.
  • Page 30
    Advyzon provides comprehensive, intuitive, cloud-based, wealth management technology and now a turnkey asset management program (TAMP) for independent financial advisors and registered investment advisors (RIAs).
  • The Advyzon tech platform combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage.

Angeles Investment Advisors Appoints Two New Partners and Establishes New Head of Private Markets Position

Retrieved on: 
Tuesday, January 11, 2022
Finance, Consulting, Other Philanthropy, Professional Services, Philanthropy, Research, Associate, John Train (investment advisor), Operations research, Financial engineering, Roger G. Ibbotson, Bridgewater Associates, Partner, Chicago metropolitan area, CA, MBA, Economics, Psychology, Growth, Private equity, Solution, Chicago (franchise), School, Columbia Business School, Credit Suisse, General Atlantic, KKR, Perella Weinberg Partners, Cornell University, Columbia University, LLC, Market share, AllianceBernstein, Goldman Sachs, Princeton University, Principal, Senior, Kohlberg Kravis Roberts, University, Management, Financial services, Neuroscience

Angeles Investment Advisors, LLC , a global multi-asset investment management firm, announced today the admission of two new partners and the establishment of a new position, Head of Private Markets.

Key Points: 
  • Angeles Investment Advisors, LLC , a global multi-asset investment management firm, announced today the admission of two new partners and the establishment of a new position, Head of Private Markets.
  • Previously, he was an investment consultant with Ibbotson Associates, Ennis Knupp & Associates and Capital Resource Advisors.
  • Derrick Cruz has been appointed Head of Private Markets, a new position at Angeles.
  • As our team has expanded in all areas of private markets, Derricks leadership of the group is greatly valued by everyone at Angeles.

Make Way for Women Investors: Record Numbers, Higher Returns - Fidelity Study Finds 50% Increase in Women Investing Outside of Retirement, New 10-Year Analysis Reveals Women Out-Performing Men

Retrieved on: 
Friday, October 8, 2021
Banking, Professional Services, Finance, Man, Technology, Standard & Poor's Depositary Receipts, Fidelity Investments, S&P, Investment, Bankrate, Risk, Behavior, Income, FMR, Male, Customer engagement, Decision-making, Roger G. Ibbotson, St. Louis Fed Financial Stress Index, United States Department of the Treasury, Divorce, 403(b), Goal, Multimedia, Time, Growth, Sleep, Retirement, Education, Research, Workplace, Standard, Ageing, Nature, Woman, Personal, Knowledge, DC, FDIC, Government, Financial adviser, Life insurance, Bank, Financial services, Pharmaceutical industry, Risk management, the Fidelity Investments 2021 Women and Investing Study, Fidelity Investments, THE FIDELITY INVESTMENTS 2021 WOMEN AND INVESTING STUDY, FIDELITY INVESTMENTS

(Graphic: Business Wire)

Key Points: 
  • (Graphic: Business Wire)
    In 2018, Fidelity was already seeing a notable uptick in women getting more hands-on with their finances.
  • That momentum has continued, even as the pandemic has disproportionately impacted women in terms of financial stress and job security.
  • Theres been a 37% increase in women taking advantage of Fidelity guidance over the last two years, which has accelerated since the onset of the pandemic.
  • Locked rate savings returns are calculated using national average CD rates for 1-, 2- and 5-year CDs from BankRate.

Renowned Economist Roger Ibbotson to Speak in Omaha, Nebraska, at Senior Market Sales Event

Retrieved on: 
Monday, May 20, 2019
Mobile telecommunications, Economy, Telecommunications, Roger G. Ibbotson, Ibbotson, Omaha, Nebraska, Insurance, SMS

OMAHA, Neb., May 20, 2019 /PRNewswire-PRWeb/ --Roger Ibbotson, an influential economist known for his groundbreaking work on the historical returns of the stock market, will speak on Tuesday, June 4, to insurance and financial planning professionals from across the country at the Senior Market Sales (SMS) 2019 Sales Forum in Omaha, Nebraska.

Key Points: 
  • OMAHA, Neb., May 20, 2019 /PRNewswire-PRWeb/ --Roger Ibbotson, an influential economist known for his groundbreaking work on the historical returns of the stock market, will speak on Tuesday, June 4, to insurance and financial planning professionals from across the country at the Senior Market Sales (SMS) 2019 Sales Forum in Omaha, Nebraska.
  • He served as the Chairman of Ibbotson Associates and Ibbotson Associates Advisors, LLC, until both were acquired by Morningstar Inc. in March 2006.
  • Ibbotson is the keynote speaker on the first full day of the Sales Forum, SMS' annual gathering of top producers.
  • Senior Market Sales (SMS) supports independent insurance and retirement planning professionals so they can focus on growing their businesses and building meaningful client relationships.

Morningstar Investment Management Launches New Advisor Managed Retirement Accounts Platform

Retrieved on: 
Thursday, April 18, 2019
Service companies, Morningstar, Inc., Finance, Financial markets, Roger G. Ibbotson, Morning Star

CHICAGO, April 18, 2019 /PRNewswire/ --Morningstar Investment Management LLC, a leading provider ofdiscretionaryinvestment management and advisory services and a subsidiary of Morningstar, Inc. (Nasdaq: MORN), announced today that it has launched its new advisor managed accounts platform.

Key Points: 
  • CHICAGO, April 18, 2019 /PRNewswire/ --Morningstar Investment Management LLC, a leading provider ofdiscretionaryinvestment management and advisory services and a subsidiary of Morningstar, Inc. (Nasdaq: MORN), announced today that it has launched its new advisor managed accounts platform.
  • "We believe participants can achieve a better retirement outcome by receiving investment and savings advice that is personalized to their specific situation," said Brock Johnson, president of global retirement and workplace solutions at Morningstar Investment Management.
  • Although the advisor managed accounts platform puts the RIA firm in charge of the underlying investment models and fund decisions, it leverages the technologies, user interface, and methodologies that power Morningstar Investment Management's traditional managed accounts offering.
  • *Includes assets under management and advisement for Morningstar Investment Management LLC, Morningstar Investment Services LLC, Morningstar Investment Management Europe Ltd., Morningstar Investment Management Australia Ltd., Ibbotson Associates Japan, Inc., Morningstar Investment Management South Africa (PTY) LTD, and Morningstar Associates, Inc. all of which are subsidiaries of Morningstar, Inc.

Morningstar Funds Trust Now Available in Morningstar Managed Portfolios

Retrieved on: 
Thursday, November 15, 2018
Morningstar, Inc., Finance, Economy, Roger G. Ibbotson, Business

CHICAGO, Nov. 15, 2018 /PRNewswire/ --Morningstar Investment Management LLC, a leading provider ofdiscretionaryinvestment management and advisory services and a subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced that mutual fund-based portfolios within its Morningstar Managed PortfoliosSM advisory service will now have allocations to the Morningstar Funds Trustan open-end investment management company with nine multi-manager mutual funds managed by Morningstar Investment Management.

Key Points: 
  • CHICAGO, Nov. 15, 2018 /PRNewswire/ --Morningstar Investment Management LLC, a leading provider ofdiscretionaryinvestment management and advisory services and a subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced that mutual fund-based portfolios within its Morningstar Managed PortfoliosSM advisory service will now have allocations to the Morningstar Funds Trustan open-end investment management company with nine multi-manager mutual funds managed by Morningstar Investment Management.
  • "We are thrilled to introduce the Morningstar Funds as building blocks for our multi-asset managed portfolios," said Matt Radgowski, chief operating officer at Morningstar Investment Management.
  • "We are providing investors using Morningstar Managed Portfolios with greater benefits, including a reduction in overall cost for managed portfolios whose underlying holdings were exclusively third-party mutual funds," said Cindy Galiano, director of product management at Morningstar Investment Management.
  • *Includes assets under management and advisement for Morningstar Investment Management LLC, Morningstar Investment Services LLC, Morningstar Investment Management Europe Ltd., Morningstar Investment Management Australia Ltd., Ibbotson Associates Japan, Inc., Morningstar Investment Management South Africa (PTY) LTD, and Morningstar Associates, Inc.all of which are subsidiaries of Morningstar, Inc.

Andrew Lill Named Chief Investment Officer for Morningstar Investment Management, Americas

Retrieved on: 
Monday, November 12, 2018
Morningstar, Inc., Finance, Economy, Roger G. Ibbotson, Morning Star, Business

CHICAGO, Nov. 12, 2018 /PRNewswire/ --Morningstar Investment Management LLC, a leading provider of discretionary investment management and advisory services, and subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced that Andrew Lill has been appointed chief investment officer for Morningstar Investment Management, Americas.

Key Points: 
  • CHICAGO, Nov. 12, 2018 /PRNewswire/ --Morningstar Investment Management LLC, a leading provider of discretionary investment management and advisory services, and subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced that Andrew Lill has been appointed chief investment officer for Morningstar Investment Management, Americas.
  • "We're pleased to have Andrew join our Americas team as chief investment officer and congratulate Matt on being appointed chief investment officer for the Asia-Pacific region," said Daniel Needham, Morningstar Investment Management's president and global chief investment officer.
  • Lill will be responsible for leading Morningstar Investment Management's investment strategies and teams throughout the United States and Canada, and contributing to Morningstar's global investment management committees, policies, capabilities, and thought leadership.
  • *Includes assets under management and advisement for Morningstar Investment Management LLC, Morningstar Investment Services LLC, Morningstar Investment Management Europe Ltd., Morningstar Investment Management Australia Ltd., Ibbotson Associates Japan, Inc., Morningstar Investment Management South Africa (PTY) LTD, and Morningstar Associates, Inc.all of which are subsidiaries of Morningstar, Inc.