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This profile was last updated on 2/2/16  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Thomas M. Idzorek

Wrong Thomas M. Idzorek?

Head of Investment Methodology an...

Phone: (312) ***-****  
Email: t***@***.com
Local Address:  Illinois , United States
Morningstar, Inc.
22 West Washington Street
Chicago , Illinois 60602
United States

Company Description: Morningstar, Inc. (Morningstar) is a provider of independent investment research to investors around the world. The Company offers a line of data, software, and...   more

Employment History


  • bachelor's degree , marketing
    Arizona State University
  • master's degree , business administration
    Thunderbird School of Global Management
182 Total References
Web References
Morningstar U.S. | About Us - Leadership, 25 Dec 2014 [cached]
Thomas Idzorek President - Morningstar Investment Management
Morningstar U.S. | Morningstar Experts - Financial Planning, 25 June 2015 [cached]
Tom Idzorek, CFA Head of Investment Methodology and Economic Research
Ibbotson awarded 10th Graham & Dodd Scroll Award by CFA Institute, 19 Mar 2013 [cached]
The CFA Institute Financial Analysts Journal (FAJ) has awarded Ibbotson the prestigious Graham and Dodd Scroll Award for the research paper "The Liquidity Style of Mutual Funds", written by Tom Idzorek (CFA) President of Ibbotson Associates and Morningstar Investment Management division, Roger Ibbotson (Ph.D., CFA) founder of Ibbotson Associates and James Xiong (Ph.D., CFA) senior research consultant in the Morningstar Investment Management Division.
QWAFAFEW [cached]
Mr. Thomas Idzorek, CFA, Vice President, Director of Research and Product Development, Ibbotson Associates
Thomas ..., 10 Dec 2013 [cached]
Thomas Idzorek Morningstar U.S. | About Us - Leadership
Thomas Idzorek, CFA
President - Morningstar Investment Management
Tom Idzorek, CFA, is president of Morningstar Investment Management. He is responsible for the firm’s global investment advice, consulting, retirement solutions, and index businesses. Idzorek also oversees the Investment Management group’s Investment Policy Committee and serves on Morningstar’s retirement plan committee. An expert on multi-asset class strategic asset allocation, the Black-Litterman model, target-date funds, retirement income solutions, fund-of-funds optimization, risk budgeting, and performance analysis, Idzorek has written numerous articles for academic and industry journals and collaborated on papers selected by the CFA Institute Financial Analysts Journal (FAJ) for Graham and Dodd Scroll Awards.
Idzorek assumed his current role in 2012. From 2010 to 2012, he was global chief investment officer for Morningstar Investment Management. Prior to that, he was director of research and product development for Ibbotson Associates, which Morningstar acquired in 2006. Idzorek began his career as a senior quantitative researcher for Zephyr Associates.
Idzorek holds a bachelor’s degree in marketing from Arizona State University, a master’s degree in business administration from Thunderbird School of Global Management, and the Chartered Financial Analyst® designation.
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