For the Inventor, By the Inventor

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Chicago, IL, United States of America

Ibbotson Associates, Inc.

USPTO Granted Patents = 2

Trademarks = 4

Forward Citations = 126

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4 inventors (with patents filed for the assignee):

Peng Chen (2 out of 2 patents)

Roger Ibbotson (1 out of 1 patent)

Michael C Henkel (1 out of 1 patent)

4. Moshe A Milevsky (1 out of 2 patents)

2 patents: Sort by Forward Citations

1. 7216099 - Automatically allocating and rebalancing discretionary portfolios (2007-05-08),

2. 7120601 - Optimal asset allocation during retirement in the presence of fixed and variable immediate life annuities (payout annuities) (2006-10-10),

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USPTO Data Jan 1 1976 - Jan 6 2026

2 Patents

#1,002 in Chicago, IL

#4,308 in Illinois

#92,697 in US

Chicago, IL, United States of America

Ibbotson Associates, Inc.

Forward Citations = 126

4 inventors:

Peng Chen (2 out of 2 patents)

Roger Ibbotson (1 out of 1 patent)

Michael C Henkel (1 out of 1 patent)

4. Moshe A Milevsky (1 out of 2 patents)

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