Insights

Potential Client Base Ibbotson Associates serves a diverse range of financial institutions including mutual fund firms, banks, broker/dealers, and insurance companies worldwide, offering multiple avenues for expanding service engagement.

Investment Expertise As a renowned authority in asset allocation and capital market expectations, Ibbotson’s research-driven approach creates opportunities to provide advanced analytics, data services, and technology solutions that enhance their portfolio construction capabilities.

Technological Environment Utilizing Windows Server, ASP.NET, and IIS, Ibbotson Associates maintains a modern digital infrastructure, indicating openness to innovative technology integrations and upgrades that can be tailored for improved performance.

Financial Scale With revenues ranging from $25 million to $50 million and a relatively modest employee base, Ibbotson presents a mid-sized client profile potentially receptive to targeted solutions to optimize operations or expand their offerings.

Growth Opportunities As part of Morningstar’s investment management division and currently focused on research and asset allocation, Ibbotson could benefit from advanced data analytics, AI tools, or automation services to strengthen their market competitiveness.

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Ibbotson Associates Tech Stack

Ibbotson Associates uses 5 technology products and services including NSONE, Windows Server, HSTS, and more. Explore Ibbotson Associates's tech stack below.

NSONE
Domain Name Services
Windows Server
Operating Systems
HSTS
Security
Microsoft ASP.NET
Web Frameworks
Microsoft IIS
Web Servers

Media & News

Ibbotson Associates's Email Address Formats

Ibbotson Associates uses at least 1 format(s):

Ibbotson Associates Email Formats	Example	Percentage
FLast@ibbotson.com	JDoe@ibbotson.com	63%
First.Last@ibbotson.com	John.Doe@ibbotson.com	37%

Frequently Asked Questions

Where is Ibbotson Associates's headquarters located?

Ibbotson Associates's main headquarters is located at 22 West Washington Chicago, Illinois 60602 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Ibbotson Associates's official website and social media links?

Ibbotson Associates's official website is ibbotson.com and has social profiles on LinkedIn.

What is Ibbotson Associates's NAICS code?

Ibbotson Associates's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Ibbotson Associates have currently?

As of December 2025, Ibbotson Associates has approximately 51 employees across 2 continents, including North AmericaAsia. Key team members include Ceo: B. N.Chief Marketing Officer: C. F.Vice President Ohio Market Strategy: H. G.. Explore Ibbotson Associates's employee directory with LeadIQ.

What industry does Ibbotson Associates belong to?

Ibbotson Associates operates in the Investment Management industry.

What technology does Ibbotson Associates use?

Ibbotson Associates's tech stack includes NSONEWindows ServerHSTSMicrosoft ASP.NETMicrosoft IIS.

What is Ibbotson Associates's email format?

Ibbotson Associates's email format typically follows the pattern of FLast@ibbotson.com. Find more Ibbotson Associates email formats with LeadIQ.

When was Ibbotson Associates founded?

Ibbotson Associates was founded in 1977.

Ibbotson Associates

Q: What is Ibbotson Associates's official website and social media links?

Ibbotson Associates's official website is ibbotson.com. Ibbotson Associates has social profiles on LinkedIn.

Q: How many employees does Ibbotson Associates have currently?

Ibbotson Associates has approximately 51 employees.

Q: What technology does Ibbotson Associates use?

Ibbotson Associates's tech stack includes Microsoft IIS, HSTS, NSONE, Windows Server, Microsoft ASP.NET.

Q: What is Ibbotson Associates's NAICS code?

Ibbotson Associates's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementIllinois, United States51-200 Employees

Ibbotson Associates is a registered investment advisor that is now part of the Morningstar Investment Management division. A leading authority on asset allocation with expertise in capital market expectations and portfolio implementation, Ibbotson Associates approaches portfolio construction through a research-based investment process. Its experienced consultants and portfolio managers serve mutual fund firms, banks, broker/dealers, and insurance companies worldwide. Ibbotson Associates’ methodologies and services address all investment phases, from accumulation to retirement and the transition between the two.