Idzorek, who previously served as chief investment officer of Morningstar Investment Management, now oversees the company’s investment advisory, retirement solutions, and investment management operations in North America, Europe, Asia and Australia.
Idzorek is an expert on lifetime asset allocation, target-date funds, retirement income solutions, fund-of-funds optimization, risk budgeting, returns-based style analysis and performance analysis.
“[Tom] has more than a decade of quantitative research experience and is a leading expert on strategic and tactical asset allocation,” said Joe Mansueto, chairman and chief executive officer of Morningstar. “I’m delighted that Tom is taking on this key executive role at Morningstar.”
Idzorek earned a bachelor’s degree in marketing from Arizona State University, a master’s degree in business administration from Thunderbird School of Global Management and the Chartered Financial Analyst (CFA) designation from the CFA Institute.
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