Roger G. Ibbotson


Roger G. Ibbotson is Professor in the Practice Emeritus of Finance at the . He is also chairman of . He has written extensively on capital market returns, cost of capital, and international investment. He is founder, advisor and former chairman of Ibbotson Associates, now a Morningstar Company. He has written numerous books and articles including with Rex Sinquefield, which serves as a standard reference for information and capital market returns.
Ibbotson conducts research on a broad range of financial topics, including popularity, liquidity, investment returns, mutual funds, international markets, portfolio management, and valuation. He has recently published and . He has also co-authored two books with Gary Brinson, Global Investing and Investment Markets. He is a regular contributor and editorial board member to both trade and academic journals.
Ibbotson serves on numerous boards including Dimensional Fund Advisors’ funds. He frequently speaks at universities, conferences, and other forums. He received his bachelor's degree in mathematics from Purdue University, his MBA from Indiana University, and his PhD from the University of Chicago where he taught for more than ten years and served as executive director of the .

Academic Appointments

Professor in Practice Emeritus of Finance, Yale School of Management, 2013 to Present

Professor in Practice of Finance, Yale School of Management, 1984 to 2013

Senior Lecturer in Finance, University of Chicago, Graduate School of Business, 1979 to 1984

Executive Director, Center for Research in Security Prices, University of Chicago, 1979 to 1984

Assistant Professor of Finance, University of Chicago, Graduate School of Business, 1975 to 1979

Lecturer in Finance, University of Chicago, Graduate School of Business, 1971 to 1975

Selected Books

Stocks, Bonds, Bills, and Inflation Yearbooks R.G. Ibbotson Morningstar, Inc. ; Duff & Phelps, Wiley

Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance, R. G. Ibbotson, M. A. Milevsky, P. Chen and K. X. Zhu

The Equity Risk Premium: Essays and Explorations, W. N. Goetzmann and R. G. Ibbotson Oxford University Press, USA 2006

Historical US Treasury Yield Curves 1926-1992, T. S. Coleman, L. Fisher and R. G. Ibbotson Ibbotson Associates, Chicago 1994

Awards and nominations