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 Ibbotson Fund Strategist®: Sensible Financial uses the returns-based style analysis features in Fund Strategist to monitor and select mutual funds to implement an asset allocation policy. Fund Strategist allows Sensible Financial to:
- View analysis from Ibbotson Associates on over 5,000 mutual funds using data from Wiesenberger.
- Quickly assess a fund's historical investment style and observe how consistently the fund has maintained this style over time.
- Screen on criteria such as turnover, expense ratio and total return.
- Ibbotson Security Classifier®: Sensible Financial uses the database of mutual funds and stocks in Security Classifier to assess your current asset allocation.
- Ibbotson Associates is a leading authority on asset allocation, providing products and services to help investment professionals obtain, manage and retain assets. Morningstar recently purchased Ibbotson Associates.
- Roger G. Ibbotson, PhD is a Professor in the Practice of Finance at the Yale School of Management in New Haven, Connecticut, where he resides. His study with Rex A. Sinquefield, Stocks, Bonds, Bills, and Inflation, updated in annual yearbooks (published by Ibbotson Associates), serves as the standard reference for information on investment market returns. He has also been quoted in a variety of publications and has co-authored two books with Gary Brinson, Global Investing and Investment Markets. In addition, he has co-authored Historical U.S. Treasury Yield Curves and Stocks, Bonds, and Inflation Japan.
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