

Morningstar CEO Kunal Kapoor: How AI can raise the investment IQ
Mar 22, 2024
Exploring Morningstar's adoption of AI in financial services, upskilling workforce, and talent competition. Discussing sustainability and workforce strategy in ratings and risk analysis. Delving into AI implementation in financial advising with chatbot Mo. Analyzing human capital risk and workforce management in investment decisions. Exploring future trends in investment portfolios and personalized financial engagement.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Evolution of Morningstar: Empowering Investor Success
01:47 • 7min
AI Implementation in Financial Advising
09:08 • 8min
Navigating AI Integration and Business Transformation
16:59 • 10min
Analyzing Human Capital Risk and Workforce Management in Investment Decisions
26:52 • 2min
Future Trends in Investment Portfolios and Personalized Financial Engagement
28:43 • 3min