Roger Glenn Ibbotson

Chief Executive Officer at

Zebra Capital Management LLC

Consumer Services

Finance

Profile

Dr. Roger G.
Ibbotson is a Chairman & Director of Research at Zebra Capital Management LLC.
He is a member of the Zebra Capital portfolio management team having served in this role since the firm was founded in 2001.
Dr. Ibbotson was formerly Chairman of Ibbotson Associates and Ibbotson Associates Advisors, LLC until both were acquired by Morningstar Inc. in March 2006.
Since then and until 2016, he served in an advisory role to Morningstar, Inc. Ibbotson Associates Advisors, LLC was a registered investment adviser and wholly owned subsidiary of Ibbotson Associates, a company founded by him in 1977 and a leading provider of asset allocation research and services.
He received his Bachelor’s degree in mathematics from Purdue University, his M.B.A. from Indiana University, and his Ph.D.
from the University of Chicago.

Roger Glenn Ibbotson active positions

Companies	Position	Start
Zebra Capital Management LLC Zebra Capital Management LLC Investment ManagersFinance Zebra Capital’s investment strategies are designed to identify mispriced securities through a proprietary methodology that analyzes a stock’s popularity.	Chief Executive Officer	01/01/2001

All active positions of Roger Glenn Ibbotson

Former positions of Roger Glenn Ibbotson

Companies	Position	End
Ibbotson Associates, Inc. Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations.	Chairman	-

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Private companies	5
Zebra Capital Management LLC Zebra Capital Management LLC Investment ManagersFinance Zebra Capital’s investment strategies are designed to identify mispriced securities through a proprietary methodology that analyzes a stock’s popularity.	Finance
Ibbotson Associates, Inc. Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations.	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Purdue University Purdue University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services