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2010 Morningstar Ibbotson Conference Videos

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  1. Ready Your Portfolio for Retirement

    Video Reports

    Sat, 12 Apr 2014

    bucket, so you're going to definitely be much more in equities at that point. Benz: Exactly. I think our colleagues at Ibbotson Associates have done some important work in the realm of human capital and careers. How careers might affect one's asset

  2. When Stocks Are Safer

    Video Reports

    Thu, 13 Feb 2014

    Morningstar.com. * Disclosure Morningstar Investment Management is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, which are registered investment advisors and wholly owned subsidiaries of

    Ibbotson found at 3:45

    Morningstar Investment Management is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, which are registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory services described
  3. Can 401(k)s Get the Job Done?

    Video Reports

    Sat, 1 Feb 2014

    Disclosure The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, which are registered investment advisors and wholly owned subsidiaries of

  4. When to Get Hands-On With Your 401(k) Allocation

    Video Reports

    Thu, 23 Jan 2014

    Management. David, thank you so much for being here. David Blanchett: Thanks for having me. Benz: David, Morningstar Ibbotson has long done a lot of work on human capital. Let's talk about this idea of human capital and how it might influence you

    Ibbotson found at 0:18

    for being here. David Blanchett: Thanks for having me. Benz: David, Morningstar Ibbotson has long done a lot of work on human capital. Let's talk about this idea of human capital and how it might
  5. Get a Handle on Your Portfolio

    Video Reports

    Sun, 19 May 2013

    you're nearing retirement, that inflation protection piece? Benz: Absolutely. So one thing we notice when we look at those Ibbotson Morningstar Lifetime Allocation Indexes is that the percent of explicit inflation protection increases quite a bit as someone

    Ibbotson found at 7:08

    Benz: Absolutely. So one thing we notice when we look at those Ibbotson Morningstar Lifetime Allocation Indexes is that the percent of explicit inflation protection increases quite a bit as someone gets close to retirement.
  6. Give Your Portfolio a Checkup

    Video Reports

    Sat, 6 Apr 2013

    stocks, just recognize that you have a significant home-country bias in that portfolio. Incidentally, our colleagues at Ibbotson Associates here at Morningstar have some opinions about how global portfolios should be, and their view is that that should

    Ibbotson found at 23:28

    have a significant home-country bias in that portfolio. Incidentally, our colleagues at Ibbotson Associates here at Morningstar have some opinions about how global portfolios should be, and their view is that that should kind of
  7. Does Higher Risk Really Mean Higher Return?

    Video Reports

    Sun, 17 Mar 2013

    com. I'm here at the Morningstar Ibbotson Conference, and I had the opportunity ..... with [Zebra Capital chairman] Roger Ibbotson , who discussed some research he presented ..... outperform over time. Correct? Roger Ibbotson : Yes. Of course, that's what our

    Ibbotson found at 0:07, 1:36, 2:34

    Benz: Hi, I'm Christine Benz for Morningstar.com. I'm here at the Morningstar Ibbotson Conference, and I had the opportunity to sit down with [Zebra Capital chairman] Roger Ibbotson , who discussed some research he presented at the conference about the potential for low-volatility stocks to outperform. Roger, you presented some research [at the conference], and you looked at the traditional risk/return relationship between asset classes. What the data show are that if you are in higher-risk asset classes like equities you tend to outperform over time. Correct? Roger Ibbotson : Yes. Of course, that's what our research has shown over the years, say, stocks, bonds, bills, and inflation. The whole purpose of
    equities generally outperformed higher-risk ones. Let's talk about the overall findings there. Ibbotson : Yeah, I think it's actually pretty amazing because when we look at the overall within the asset classes--so we look at the
    talk about what that means that an individual company has low turnover. Ibbotson : Low turnover means that we look at the share turnover of the company say for the previous year, and you look at
  8. When to Sell an Active Fund

    Video Reports

    Sat, 16 Mar 2013

    Christine Benz: Hi, I'm Christine Benz for Morningstar.com. I recently attended the Morningstar Ibbotson Conference, where [Morningstar senior investment consultant] Sonya Morris talked about how to select active fund managers

    Ibbotson found at 0:07

    Benz: Hi, I'm Christine Benz for Morningstar.com. I recently attended the Morningstar Ibbotson Conference, where [Morningstar senior investment consultant] Sonya Morris talked about how to select active fund managers. I had the chance to sit
  9. Rekenthaler on What Hurts Fund Investors

    Video Reports

    Wed, 13 Mar 2013

    Christine Benz: Hi, I'm Christine Benz for Morningstar.com. I'm here at the Morningstar Ibbotson Conference, and I had the opportunity to sit down with John Rekenthaler who is a researcher for Morningstar. John discussed some

    Ibbotson found at 0:07

    Benz: Hi, I'm Christine Benz for Morningstar.com. I'm here at the Morningstar Ibbotson Conference, and I had the opportunity to sit down with John Rekenthaler who is a researcher for Morningstar. John discussed some fund
  10. 401(k)s on the 'Right Way' Toward Retirement

    Video Reports

    Mon, 11 Mar 2013

    Christine Benz: Hi, I'm Christine Benz for Morningstar.com. I recently attended the Morningstar Ibbotson Conference and had the chance to sit down with John Ameriks who focuses on retirement research for Vanguard. We discussed the

    Ibbotson found at 0:08

    Benz: Hi, I'm Christine Benz for Morningstar.com. I recently attended the Morningstar Ibbotson Conference and had the chance to sit down with John Ameriks who focuses on retirement research for Vanguard. We discussed the role
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