CHICAGO, April 14, 2003 (PRIMEZONE) -- Ibbotson Associates, a leading provider of investment tools and knowledge, today announced its "Retirement Income Solutions: Pre- to Post-Retirement Strategies" conference to be held May 2 in Chicago. Over the past few years, Ibbotson has been working to develop new investment planning solutions for the retirement phase of life. The company will present this research at the upcoming conference. Ibbotson has also gathered together top minds from the academic and business communities to present their research on planning for the distribution stage of life. Ibbotson is proud to announce special presentations by:
- 2002 Nobel Laureate Daniel Kahneman, Ph.D.-Professor of Psychology and Public Affairs at Princeton University
- Moshe Milevsky, Ph.D.-Professor of Finance at York University
- Harold Evensky, CFP-Principal of Evensky, Brown & Katz
In addition to outside speakers, members of the Ibbotson Associates research and training groups will present new theories and techniques on retirement planning. The conference will be held at the Sheraton Chicago Hotel & Towers from 8:30 - 5:00. Attendees can access more information and register at www.ibbotson.com.
Key topics include:
- Wealth Management-Effective portfolio design
- Individual Financial Decisions-Relevant psychological facts
- Dollar Cost Averaging-Accumulation vs. distribution concerns
- Asset Allocation in Retirement-Optimal investment product allocation in retirement
About Ibbotson Associates
Ibbotson Associates, founded by Professor Roger Ibbotson in 1977, is a leading authority on asset allocation, providing products and services to help investment professionals obtain, manage and retain assets.
The company's business lines include investment consulting and research; planning and analysis software; wealth forecasting; educational services and a widely used line of NASD-reviewed presentation materials. With offices in Chicago, New York and Tokyo, Ibbotson Associates provides integrated investment knowledge, leading-edge technology, multi-conceptual education and a variety of sales presentation solutions. Ibbotson markets its integrated product line of investment analytical tools and services to institutional money managers, plan sponsors and consultants for quantitative analysis, high level decision making and presentations. The company's clients also include financial planners, brokers, mutual fund firms, private bankers and small money managers.