Tom Idzorek is Vice President in charge of research and product development for Ibbotson Associates, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. He manages a team of Ph.D. professionals responsible for Ibbotson’s research agenda and new product development. Tom also serves on the firm’s Investment Policy Committee. Idzorek has expertise in strategic and tactical (dynamic) asset allocation as well as implementation, fund-of-funds optimization, risk budgeting, returns-based style analysis and performance analysis. Prior to joining Ibbotson Associates, he was the senior quantitative researcher of Zephyr Associates, where he developed and researched financial models and techniques for inclusion in the company’s analytical software. Some of his many successes while at Zephyr include the co-development of the “Style Drift Score,” published in the Journal of Portfolio Management, the implementation of the Black-Litterman model, the application of returns-based style analysis to hedge funds and the development of a methodology for creating fixed income universes. 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.

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