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: March 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 April 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 May 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.