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Peng Chen, Ph.D., CFA

Peng Chen, Ph.D., CFA

Peng Chen, Ph.D., CFA, is president at Ibbotson Associates, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.. Chen was selected to the Chicago Crain’s Business “40 under 40s” in 2007 and the InvestmentAdvisor magazine’s 25 most influential individuals in and around the planning profession in 2008.Chen has been with Ibbotson for almost twelve years, and is one of the foremost authorities on asset allocation. He has played a key role in the development of Ibbotson’s investment consulting and 401(k) advice\/managed retirement account services. Prior to Morningstar’s acquisition in March 2006, Chen served as managing director and chief investment officer for Ibbotson. Entrusted to create asset allocation models for many of the largest companies in the finance and investment industries, Ibbotson Associates is a leading provider of retirement advice programs and investment consulting services to institutions.A respected researcher, Chen has expertise in asset allocation, portfolio risk measurement, nontraditional assets, and global financial markets. Chen co-authored the asset allocation curriculum material for the CFA Institute. He currently serves as editorial board member for the Financial Analyst Journal, as well as an advisory board member for the Retirement Income Industry Association (RIIA). His writings have appeared in the Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, Journal of Financial Planning, Bank Securities Journal, the American Association of Individual Investors Journal, Consumer Interest Annual, and the Journal of Financial Counseling and Planning. He received the “Articles of Excellence” award from the Certified Financial Planner Board in 1996 and the “Graham and Dodd Scroll” award from the Financial Analyst Journal in 2003 and 2007. Chen received a Bachelor’s degree in industrial management engineering from Harbin Institute of Technology and his master’s and doctorate in consumer economics from Ohio State University.