Roger Ibbotson is Chairman, Chief Investment Officer and Director of Research of Zebra Capital. He is a member of the Zebra Capital portfolio management team having served in this role since the firm was founded in 2001. He is also Professor in the Practice Emeritus of Finance at Yale School of Management.
Professor Ibbotson was formerly Chairman of Ibbotson Associates and Ibbotson Associates Advisors, LLC until both were acquired by Morningstar Inc. in March 2006. Since then and until 2016, Professor Ibbotson served in an advisory role to Morningstar, Inc. Ibbotson Associates Advisors, LLC was a registered investment adviser and wholly owned subsidiary of Ibbotson Associates, a company founded by Professor Ibbotson in 1977 and a leading provider of asset allocation research and services.
Professor Ibbotson conducts research on a broad range of financial topics, including investment returns, mutual funds, international markets, portfolio management, and valuation. He has written numerous books and articles including Stocks, Bonds, Bills, and Inflation with Rex Sinquefield (updated annually) which serves as a standard reference for information on capital market returns. He has published The Equity Risk Premium with William Goetzmann and Lifetime Financial Advice with Milevsky, Chen, and Zhu. He has also co-authored two books with Gary Brinson, Global Investing and Investment Markets. In addition, he has co-authored a textbook with Jack Clark Francis, Investments: A Global Approach. He is a regular contributor and editorial board member to both trade and academic journals. He is the recipient of many awards including Graham and Dodd Scrolls in 1979, 1982, 1984, 2001, 2004, 2007, 2011, 2012, and best Financial Analysts Journal article of 2013. He received the Harry M. Markowitz Award for “Momentum, Acceleration, and Reversal”, the 2015 best paper in the Journal of Investment Management.
Professor Ibbotson served on numerous boards, and currently serves as a disinterested director, Chairman of the Audit Committee and member of the Nominating Committee of Dimensional Investment Group Inc. (“DIG”) and DFA Investment Dimensions Group Inc. (“DFAIDG”), registered investment companies for which Dimensional Fund Advisors Inc. serves as investment adviser. He frequently speaks at universities, conferences, and other forums. He received his Bachelor’s degree in mathematics from Purdue University, his M.B.A. from Indiana University, and his Ph.D. from the University of Chicago where he taught for more than ten years and served as Executive Director of the Center for Research in Security Prices.