Ibbotson Takes on Current Market Issues with New Charts

Innovative Charts Make Explanations and Training Easy


CHICAGO, Feb. 10, 2000 (PRIMEZONE) -- Ibbotson Associates today introduced seven new images available in its print presentation materials collection. The new, laminated charts address both current and long-term market phenomena such as the recent divergence in growth and value stock performance. The illustrations are designed for educating clients, training staff members, conducting seminars and marketing investment products.

"Using Ibbotson's presentation materials is a quick and effective way for registered representatives to communicate investment strategies and complex financial concepts to their clients," said Mike Annin, managing director of data products and services at Ibbotson Associates. "These sales tools also help position representatives as individuals focused on the needs of today's sophisticated investors."


The new print images include:
 
o  Growth and Value Investing - Demonstrates the performance of growth
   and value stocks over time.
o  Do Stock Winners Repeat - Communicates how investors may not want 
   to scramble to get in on the day's "hot" stock.
o  Potential Shortfall: The Risk of High Withdrawal Rates - Shows the 
   importance of examining the effects of withdrawal rates on a 
   portfolio.
o  Risk of Stock Market Loss over Time - Demonstrates how stocks, 
   considered by some to be a risky asset class, can actually offset a 
   portfolio's short-term loss for the long-term investor.
o  Volatility of Stock and Bond Returns - Conveys the relationship 
   between risk and return by examining the monthly volatility of the 
   two assets over time.
o  Stocks, Bonds, Bills, and Inflation Summary Statistics - Summarizes 
   how the return of an asset generally increases with the asset's 
   risk.
o  Diversify to Reduce Risk or Increase Return - Explains how an 
   investor can potentially increase a portfolio's return without 
   assuming additional risk.

Charts have been updated to include data from 1999 and can be purchased on an individual basis. All print images include an explanation of the graph and source information on the reverse side.

Ibbotson Associates Ibbotson Associates, founded by Professor Roger Ibbotson in 1976, is the world's leading authority on asset allocation, providing products and services to help investment professionals make the best asset allocation decisions for their clients.

The company's business lines include consulting and research; investment forecasting, planning and analysis software; educational services ranging from on-site workshops to computer based training; and a widely used line of presentation materials designed to educate clients on asset allocation concepts and investment principles. With offices in Chicago and New York, Ibbotson Associates fills a growing need in the finance and investment industry for an independent, single source provider of investment knowledge, practical application expertise, leading edge technology, educational services and sales presentation tools. 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.



            

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