Ibbotson's Workshops Help Finance Professionals Grow their Businesses While Earning CE Credits

Offering the Latest in Asset Allocation Concepts, Ibbotson Associates Brings its Innovative Workshops to Cities Across the Nation

CHICAGO, Feb. 17, 2000 (PRIMEZONE) -- Presenting the latest knowledge in the area of asset allocation, Ibbotson Associates is set to host its workshop series in several cities across the nation, including San Francisco, Orlando, Chicago, Denver, New York and Washington D.C. Workshops are geared toward financial planners, CPAs, brokers, investment professionals advising individual investors or small pension plans, and mutual fund distributors. This series helps financial representatives develop, implement and sell an asset allocation strategy to clients.

"Ibbotson workshops provide valuable information you can use with your clients, ranging from presenting asset allocation concepts to investing in mutual funds," said Clay Singleton, vice president of asset allocation training and consulting. "Finance and investment professionals use the education gained at our workshops to attract and retain business and build customer loyalty. They also earn valuable continuing education credits."

Workshop topics:
- Mutual Fund Investing - Examines how to interpret and analyze 
  mutual fund information to assess the fund's suitability in a 
  client's portfolio. 
- Asset Allocation Workshop - Establishes the importance of 
  building and maintaining an investment portfolio diversified
  across a broad set of asset classes. 
- Advanced Asset Allocation Workshop  - Analyzes issues facing 
  investment professionals in designing strategic asset 
  allocation policies for individuals and institutions. 
- Presenting Asset Allocation to Clients - Prepares investment 
  professionals to communicate successful strategies and overcome
  the pitfalls in building and maintaining client's commitment 
  to an asset allocation policy.
Workshop schedule:
San Francisco, March 13; Mutual Fund Investing
San Francisco, March 14; Asset Allocation Workshop
San Francisco, March 15; Advanced Asset Allocation Workshop
San Francisco, March 16; Presenting Asset Allocation to Clients
Orlando,       March 21; Asset Allocation Workshop
Chicago,     April 3; Mutual Fund Investing
Chicago,     April 4; Asset Allocation Workshop
Chicago,     April 5; Advanced Asset Allocation Workshop
Chicago,     April 6; Presenting Asset Allocation to Clients 
Denver,      April 12; Asset Allocation Workshop
New York,        May 1; Mutual Fund Investing
New York,        May 2; Asset Allocation Workshop 
New York,        May 3; Advanced Asset Allocation Workshop 
New York,        May 4; Presenting Asset Allocation to Clients
Washington D.C., May 16; Asset Allocation Workshop

Participants may earn continuing education credits toward requirements of the CFP Board, PACE, NASBA, and some state insurance boards. Attendees can learn more about Ibbotson Associates' asset allocation workshops by calling 800.758.3557.

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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