Morningstar Chronicles AI Quest to Replicate Analyst Ratings

With the fund industry growing at exponential rates, Morningstar turned to disruptive technologies to keep pace and ensure it could deliver sufficient coverage without compromising the processes used by its human analysts. Max Bowie chronicles the five-year project that led to the vendor’s new AI-based Quantitative Rating.

Artificial intelligence

The new Morningstar Quantitative Rating—designated on Morningstar’s websites, data services and workstations by a “Q” beside the rating—allows the vendor to rate more than 10,000 open-end and exchange-traded funds, six times more than the 1,800 currently covered by its analysts in the US. This significantly expands the ability of investors, advisors, wealth managers and researchers to use Morningstar’s ratings for fund selection and to provide forward-looking insight that supports their

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