Roger Ibbotson

Title: Roger Ibbotson: Innovator in Automated Portfolio Management

Introduction

Roger Ibbotson is a notable inventor based in Hamden, CT (US). He has made significant contributions to the field of automated investment management. His innovative approach focuses on enhancing retirement planning through technology.

Latest Patents

Ibbotson holds a patent for "Automatically allocating and rebalancing discretionary portfolios." This invention involves an automated retirement plan manager that manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates human capital for each plan participant using data derived from the employer and the participant through an interface. Based on this calculation, the advisor recommends an allocation of portfolio assets to the participant. This recommendation, once reviewed and possibly modified by the participant, becomes an instruction to the plan manager. As the participant ages, their human capital is recalculated, which helps determine if their portfolio type should be switched to a more conservative one.

Career Highlights

Roger Ibbotson is associated with Ibbotson Associates, Inc., where he has contributed to the development of innovative financial solutions. His work has had a lasting impact on how retirement plans are managed and optimized.

Collaborations

Some of his notable coworkers include Peng Chen and Michael C Henkel. Their collaboration has further advanced the field of automated investment management.

Conclusion

Roger Ibbotson's contributions to automated portfolio management demonstrate his commitment to improving retirement planning through innovative technology. His patent reflects a significant advancement in the financial industry, showcasing the potential of automation in managing investments effectively.