RIIA Names Peng Chen Academic Director of Retirement Management Analyst Curriculum
Chen will oversee and review the academic and scholarly direction of the evolving RMA curriculum.
Peng Chen, Global Investment President, Leaves Morningstar
Morningstar announced Thursday that longtime Morningstar and Ibbotson executive Peng Chen will leave the Chicago-based research and investment firm at the end of June.
Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation
Peng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.
At CFDD 2011, Peng Chen Emphasizes Human Capital
'If you take a step back and really think about what we’re in this business for, it’s helping the individual investor,' said Peng Chen, president of Morningstar Ibbotson, as he opened the conference of the Center for Due Diligence 2011.
Top 5 Factors for Allocating Retirement Portfolios
Five factors are largely responsible for building retirement plans that are able to address the myriad risks investors face, a report released Monday by the Insured Retirement Institute found.
Replicate Hedge Funds With ETFs
The capital markets abhor a vacuum and as exchange-traded funds grow more popular, their uses keep multiplying to fill every space that their creators and investors can identify.
Hedge Funds? Forget It, Say ETF Experts. Try Replicating Them Instead.
IndexIQ CEO Adam Patti works with RIAs to create new ETFs, including ones that replicate hedge funds, but at a much lower cost.
FPA Retreat: Peng Chen, Henkel Explore New World of Retirement Income Planning
Pair joins Kelli Hueler, Dr. Michael Zwecher for talk on sources, strategies for retirement income.
Peng Chen Promoted to Head Morningstar’s Investment Management Operations
Peng Chen, the Ibbotson Associates president, was named Wednesday to the new post of president of the Chicago-based company's Investment Management division.
Ibbotson Says Asset Allocation and Diversification Held Up
While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ....