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Running an RIA · Podcast

The Analyst in the Loop: How AI Is Expanding Manager Research

For wealth professionals who use or follow manager research, the episode describes how one research organization is applying AI agents to analysis of investment strategies and what may come next.

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Summary

By the running an ria desk

This episode of Beyond the Stars looks at how AI is changing manager research at Morningstar. Tom Whitelaw explains how Morningstar analysts are using AI agents to deepen their analysis of investment strategies and discusses what the future could bring.

  1. Morningstar analysts are using AI agents in manager research.
  2. The episode examines how AI is changing manager research at Morningstar.
  3. Tom Whitelaw explains how AI agents are used to deepen analysis of investment strategies.
  4. The discussion considers what the future could bring.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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