Roger Ibbotson is Professor Emeritus of Finance at the Yale School of Management and a Member, the Chairman and Chief Investment Officer of Zebra Capital Management, LLC (“Zebra Capital”). The opinions expressed in Professor Ibbotson’s white paper are those of Professor Roger Ibbotson and/or others acting in an academic and/or research-related capacity and not as a representative, or on behalf, of Zebra Capital. The content thereof includes the results of academic research conducted by Professor Ibbotson and others outside of the services provided by Zebra Capital. The results of that research should not be considered as having any relevant or material financial bearing on the services provided by Zebra Capital.
This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt a financial strategy or purchase an annuity policy. It does not take into account the specific objectives, tax and financial condition or particular needs of any specific person. Clients should work with a financial professional to discuss their specific situation.
Zebra Capital, of which Professor Ibbotson is a Member, the Chairman and the Chief Investment Officer, is entitled to receive certain compensation in consideration for, among other things, the granting of certain license rights and/or sub-licensing rights of certain of its intellectual and other property rights to one or more third parties for the creation, sponsorship, compilation, maintenance and calculation, among other things, of one or more indices to which certain fixed indexed annuities make reference.
Neither Roger Ibbotson or Zebra Capital are related to or affiliated with InsurMark.