Need more? Try out  Advanced Search (20+ criteria)»

logo

Last Update

This profile was last updated on 6/15/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong Thomas Idzorek?

Thomas M. Idzorek

Head of Investment Methodology and Economic Research

Morningstar, Inc.

HQ Phone:  (312) 696-6000

Direct Phone: (312) ***-****direct phone

Email: t***@***.com

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Morningstar, Inc.

22 West Washington Street

Chicago, Illinois,60602

United States

Company Description

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement pla...more

Background Information

Employment History

Chief Investment Officer

Global


Affiliations

Investment Management Consultants Association Inc

Committee


Education

MBA

Thunderbird


bachelor's degree

marketing

Arizona State University


master’s degree

business administration

Thunderbird School of Global Management


Web References(182 Total References)


Morningstar U.S. | Morningstar Experts - Financial Planning

corporate.morningstar.com [cached]

Tom Idzorek, CFA
Head of Investment Methodology and Economic Research


2011 SPARK Forum - Agenda | November 6-8 | The Breakers | Palm Beach, FL

sparkusa.org [cached]

Thomas M. Idzorek, Global Chief Investment Officer, Morningstar Investment Management (Moderator)


2011 SPARK Forum - Speakers List | November 6-8 | The Breakers | Palm Beach, FL

sparkusa.org [cached]

Thomas Idzorek
Thomas Idzorek Global Chief Investment Officer Morningstar Investment Management Tom Idzorek is the global chief investment officer for Morningstar's Investment Management Division, which includes the company's three U.S.-based registered investment advisors-Ibbotson Associates, Morningstar Associates, and Morningstar Investment Services. As chief investment officer, he oversees key investment and methodology decisions. Managing the research department and a team of Ph.D. researchers, he is also responsible for the division's overall research agenda, new product development, and adaptation of best practices investment approaches across the division. Mr. Idzorek has expertise in lifetime asset allocation, strategic asset allocation, tactical (dynamic) asset allocation, liability-relative investing, asset allocation implementation, fund-of-funds optimization, risk budgeting, returns-based style analysis, and performance analysis. He oversees the Investment Policy Committee for the global Investment Management Division and serves on Morningstar's retirement plan committee. Mr. Idzorek has authored numerous articles on asset allocation topics. Prior to joining Ibbotson Associates, which was acquired by Morningstar in 2006, Mr. Idzorek was the senior quantitative researcher of Zephyr Associates. He developed and researched financial models and techniques for inclusion in the company's analytical software. This included the co-development of the "style drift score" and the implementation of the Black-Litterman model. Mr. Idzorek received his bachelor's degree in marketing from Arizona State University, his master's degree in business administration from Thunderbird School of Global Management, and the Chartered Financial Analyst designation from the CFA Institute.


Morningstar makes leadership appointments | ETF Express

www.etfexpress.com [cached]

Thomas Idzorek, CPA, CFA, who has served as president of the Morningstar Investment Management group since 2013, is taking on a new role as head of investment methodology and economic research for Morningstar.
"Tom has done an outstanding job running our investment management business for the past few years. He has helped drive better outcomes for investors and achieved strong business results. Tom wants to take on a role that requires less travel, and I'm pleased that he will have a significant leadership position on our research team," says Mansueto. Idzorek is a leading expert on strategic and tactical asset allocation. He joined Morningstar when it acquired Ibbotson Associates in 2006. Idzorek has written numerous articles for academic and industry journals and collaborated on papers selected by the CFA Institute Financial Analysts Journal (FAJ) for the prestigious Graham and Dodd Scroll Awards. 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.


Variable Annuities: Lifelong Income, High Cost | ArbitrOption Capital Management

arbitroption.com [cached]

"Say you wanted to compare five products side by side," says Tom Idzorek, global chief investment officer for Morningstar Investment Management.
"Good luck."


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory