Morningstar U.S. | About Us - Leadership
Thomas Idzorek, CFA
President - Morningstar Investment Management
Tom Idzorek, CFA, is president of Morningstar Investment Management.
is responsible for the firmâ€™s global investment advice, consulting, retirement solutions, and index businesses.
Idzorek also oversees the Investment Management groupâ€™s Investment Policy Committee and serves on Morningstarâ€™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.
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 bachelorâ€™s degree in marketing from Arizona State University, a masterâ€™s degree in business administration from Thunderbird School of Global Management, and the Chartered Financial Analyst® designation.