Thomas M. Idzorek, CFA, is chief investment officer for Morningstar’s investment management division. He manages the research department and a team of PhD researchers and is responsible for the division’s overall research agenda, new product development, and adaptation of best-practices investment approaches. Mr. Idzorek also oversees the investment policy committee for the global investment management division and serves on Morningstar’s retirement plan committee. He has written numerous articles on asset allocation topics. Mr. Idzorek received a bachelor’s degree in marketing from Arizona State University and a master’s degree in business administration from Thunderbird School of Global Management.

This information is accurate as of the date of recording.