Presentation Materials and Publications

• SBBI (Stocks, Bonds, Bills, and Inflation)
• Yearbook
• Data Publications
• Cost of Capital Quarterly (CCQ) 
• Hard Copy Yearbook
• CCQ on the Web***--Get immediate cost of capital information through our new CCQ web site. Search by SIC code or industry description. Purchase information on a page-by-page basis.
• Beta Book--Bound into one comprehensive resource, you’ll find company-specific statistics critical to calculating cost of equity with the Capital Asset Pricing Model (CAPM) and the Fama-French three factor model (FF).
• Fund Strategist
• Product Information
• Fund Strategist-Web Version -- Sample of Table and attached Ibbotson Fund Strategist Pages-- a protoype for this product on World Wide Web media-- First for Internal Web Sites.
• Investing Policy Statement Guidebook
• Other Books

 

• Ibbotson Associates' Bookstore


Purchase our recommended readings from Amazon Books.

• Presentation Materials
• Historical Asset Performance
• Investment Principles
• Introduction to Asset Allocation
• Foundations of Asset Allocation
• Global Investing
• Asset Allocation Decision
• Designing a Portfolio of Mutual Funds
• Investing in 401(k) Plans
• Personalization + Customization
• Individual Images
• Electronic Presentations
• Investment Concept Series Brochures

Software and Data

• Data
• Shipping
• Permission Request
• EnCorr Investment Analysis Software

 

• General Information--Many new screenshots!
• Data Information
• EnCorr 5.0 Software Press Release
• System Requirements
• Sample Reports
• Portfolio Strategist Investment Planning Software
• General Information
• Data Information
• Analyst
• Portfolio Strategist

Consulting Services

• General Information

Educational Services

• Professional Education Workshops