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2010 Morningstar Ibbotson Conference Videos

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  1. Retirement Glide Path: Is Comfort Key?

    Video Reports

    Tue, 28 Apr 2015

    Benz for Morningstar.com. * Disclosure Morningstar's Investment Management group includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc. , all registered investment advisors and wholly owned subsidiaries

    Ibbotson found at 5:07

    Morningstar.com. * Disclosure Morningstar's  Investment Management group   includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc. , all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory
  2. Ibbotson : Unpopularity Pays

    Video Reports

    Sat, 18 Apr 2015

    Institutional Conference, I interviewed Roger Ibbotson , chairman of Zebra Capital Management ..... discuss how you define popularity. Roger Ibbotson : Well, we started out looking at liquidity ..... So, how do you measure popularity? Ibbotson : Well, the way we originally measured

    Ibbotson found at 0:13, 1:29, 2:22

    focus on unpopular stocks? At the Morningstar Institutional Conference, I interviewed Roger Ibbotson , chairman of Zebra Capital Management and a professor at the Yale School of Management, to discuss those topics. Roger, you have been looking at the idea of liquidity. Lately, you've refined liquidity to look specifically at popularity, and what a lot of your research points to is that unpopular companies tend to outperform over time. Let's discuss how you define popularity. Roger Ibbotson : Well, we started out looking at liquidity, and what's so unpopular is illiquidity--less liquidity. People so much love liquidity that a little
    a small part of that. Benz: So, how do you measure popularity? Ibbotson : Well, the way we originally measured it--and the way we still do--was turnover. That's the part that is in the published papers
    that has been well documented? Or do you think it's something distinct? Ibbotson : It's all-encompassing. It includes that. Small stocks are really unpopular. Individuals don't think of them as unpopular; but when you go to
  3. Optimizing a Retirement Portfolio for Income

    Video Reports

    Tue, 14 Apr 2015

    Disclosure The Morningstar Investment Management group, a unit of Morningstar, Inc., includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc., which are registered investment advisors and wholly owned

    Ibbotson found at 4:14

    Investment Management group, a unit of Morningstar, Inc., includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc., which are registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory
  4. Cream of the Crop: Our Favorite Funds in All Flavors

    Video Reports

    Thu, 9 Apr 2015

    the foreign-currency/foreign-bond front is that when we look at the allocations recommended by our colleagues under the Ibbotson umbrella, people working on asset allocation here, one thing that they do is that they might include some foreign-bond

    Ibbotson found at 23:10

    when we look at the allocations recommended by our colleagues under the Ibbotson umbrella, people working on asset allocation here, one thing that they do is that they might include some foreign-bond exposure for younger
  5. Bucket Portfolios for Retirement Income: Step by Step

    Video Reports

    Wed, 8 Apr 2015

    any sort of top-down view into these portfolios. Instead, we'll use the work that a lot of our colleagues have done at Ibbotson Associates, the great work that they've done in the area of asset allocation. So, we'll try to focus on coming up with

    Ibbotson found at 24:42

    use the work that a lot of our colleagues have done at Ibbotson Associates, the great work that they've done in the area of asset allocation. So, we'll try to focus on coming up with
  6. Ibbotson : Don't Overreact to Short-Term Volatility

    Video Reports

    Tue, 31 Mar 2015

    I discussed those topics with Roger Ibbotson . Roger is chairman of Zebra Capital ..... thank you so much for being here. Ibbotson : Great to be here. Benz: In the past ..... cautious about U.S. stocks today? Ibbotson : Well, it's very hard for me to tell

    Ibbotson found at 0:15, 1:50, 2:40

    bonds? At the Morningstar Institutional Conference, I discussed those topics with Roger Ibbotson . Roger is chairman of Zebra Capital Management, and he is also a professor at the Yale School of Management. Roger, thank you so much for being here. Ibbotson : Great to be here. Benz: In the past, I have asked you to get out your crystal ball and take a look forward to give us your views about expectations for various asset classes. Let's start with U.S. equities. When you look out today, the U.S. equity market has had such a strong run. Do you think that investors should be feeling cautious about U.S. stocks today? Ibbotson : Well, it's very hard for me to tell you to really dramatically reduce your U.S. stock portfolio. If you look at the
    Benz: So, you should have an appropriately long time horizon in mind. Ibbotson : Yes. Frankly, individuals are somewhat notorious for getting it wrong. Benz: Advisors and institutions don't always get it right either! Ibbotson : Anyway, there is a natural tendency to overreact, and I would suggest that you not do that in the stock market. Benz:
    and that has reduced the value of some of the foreign-stock funds. Ibbotson : Actually, the dollar is a big factor. That's one thing I'm actually somewhat good at. I've never run currency funds, but I
  7. 3 Risks That Might Be Lurking in Your Portfolio

    Video Reports

    Wed, 28 Jan 2015

    but looking at the data that our colleagues at Morningstar Ibbotson Associates put out, when they recommend TIPS allocations ..... portfolio. When we look at the recommendations from Morningstar Ibbotson [Associates], it's typically in the neighborhood of 4

    Ibbotson found at 9:54, 10:28

    the investor; but looking at the data that our colleagues at Morningstar Ibbotson Associates put out, when they recommend TIPS allocations, typically somewhere in the neighborhood of 20% to 30% of the fixed-income portfolio would
    slice of the portfolio. When we look at the recommendations from Morningstar Ibbotson [Associates], it's typically in the neighborhood of 4% to 6% of the total portfolio. With precious-metals equities, it's debatable how great of
  8. Pros and Cons of 2 Key Annuity Types

    Video Reports

    Sat, 18 Oct 2014

    Disclosure The Morningstar Investment Management group, a unit of Morningstar, Inc., includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc., which are registered investment advisors and wholly owned

    Ibbotson found at 6:10

    Investment Management group, a unit of Morningstar, Inc., includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc., which are registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory
  9. Saving vs. Paying Off Student Loans--What's More Important?

    Video Reports

    Sat, 27 Sep 2014

    Disclosure The Morningstar Investment Management group, a unit of Morningstar, Inc., includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc., which are registered investment advisors and wholly owned

    Ibbotson found at 4:18

    Investment Management group, a unit of Morningstar, Inc., includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc., which are registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory
  10. What Damage Can Rising Rates Do?

    Video Reports

    Sun, 7 Sep 2014

    data. Fortunately, there are few indexes out there; the Ibbotson Associates' SBBI [Stocks, Bonds, Bills, and Inflation ..... group of Morningstar, Inc. includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all registered

    Ibbotson found at 2:20, 13:53

    new set of data. Fortunately, there are few indexes out there; the Ibbotson Associates' SBBI [Stocks, Bonds, Bills, and Inflation] indexes go back to 1926. So, this is some of the longest historical yield data,
    Disclosure The Morningstar Investment Management group of Morningstar, Inc. includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory services described herein
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