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Carrie Scherkenbach

Portfolio Manager

Morningstar, Inc.

HQ Phone:  (312) 696-6000

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

Email: c***@***.com

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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

Find other employees at this company (5,041)

Background Information

Employment History

Portfolio Manager

Ibbotson Associates , Inc.


Web References(2 Total References)


Schwab IMPACT 2004

Carrie Scherkenbach, Ibbotson AssociatesCarrie Scherkenbach is a senior consultant for Ibbotson Associates, a firm providing asset allocation services with offices in Chicago, New York and Tokyo.Since 1999, Ms. Scherkenbach has served in the Investment Management Service group, designing asset allocation programs and conducting research to enhance the application of asset allocation tools in the financial community.She has developed policies for some of the largest insurance, broker-dealer and mutual fund companies in the industry.A frequent speaker at financial services industry conferences, Ms. Scherkenbach lectures on asset allocation, manager selection, diversification and market forecasting.She received a bachelor's degree in finance from the University of Wisconsin.


http://corporate.morningstar.com/US/asp/detail.aspx?xmlfile=1725.xml

Carrie Scherkenbach will guide you through portfolio optimization strategies and monitoring tactics based on performance and risk, as well as how to determine the proper inputs for forecasting long-term portfolio behavior.Carrie Scherkenbach, Ibbotson AssociatesStyle Index Construction and Application: Picking the Right Tool for the JobCarrie Scherkenbach will guide you through portfolio optimization strategies and monitoring tactics based on performance and risk, as well as how to determine the proper inputs for forecasting long-term portfolio behavior.Carrie Scherkenbach, Ibbotson Associates


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