Fund Profile Sheets from Ibbotson Fund Strategist Now NASD-Reviewed

Chicago, Illinois, UNITED STATES


CHICAGO, Aug. 28, 2002 (PRIMEZONE) -- Ibbotson Associates, a leading provider of asset allocation and investment knowledge and tools, today announced that the mutual fund profile sheets produced from the company's software program, Fund Strategist(r), are now NASD-reviewed. The profile sheets display a mutual fund's style consistency, performance and manager skill in full-color, one-page fact sheets. Now produced in PDF format, the fact sheets are also easily loaded onto the Internet.

"These NASD-reviewed fund profile sheets are now approved for client use," said Mark Kowalczyk, managing director of sales and marketing. "Using descriptive tables and colorful graphs, these fact sheets help brokers illustrate how a particular mutual fund fits into a client's overall asset allocation policy."

Fund Strategist, part of Ibbotson's financial planning software package, allows financial representatives to analyze which mutual funds best fit a client's asset mix, and determine a mutual fund's behavior compared to its stated objective. Users can observe the consistency of a fund's behavior over time, and evaluate the fund manager's contribution relative to the fund's customized benchmark by determining the asset class exposure of 6,955 of the largest equity, fixed-income and international mutual funds. The profile sheets can be used with clients, while mutual fund companies can use them as fund fact sheets with distributors. Phone support, documentation and training are available.

About Ibbotson Associates

Founded by Professor Roger Ibbotson in 1977, Ibbotson Associates is a leading authority on asset allocation, providing products and services to help financial 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.


        

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