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Morningstar, a renowned platform for investment, personal finance, and economic analysis, has a clear commitment to maintaining high editorial standards, even when it comes to the use of artificial intelligence (AI) in creating content.
The authors at Morningstar, comprising both employees and freelancers, are expected to respect individual opinions while ensuring that analysis is clear, not misleading, and free from deception. When it comes to AI, Morningstar distinguishes between generative AI—which creates original content—and other uses of AI.
While the company does not publish a detailed generative AI usage policy, it is reasonable to infer that their editorial policies would emphasize accuracy, transparency, and human oversight when generative AI is utilized. This aligns with general industry practices where generative AI must be clearly disclosed and carefully supervised to maintain journalistic integrity.
The equity analyst process at Morningstar includes rigorous, standardized scoring and thematic exposure assessments for AI-related companies, ensuring methodological consistency rather than relying on AI-generated narratives alone.
It is important to note that any sponsored content, advertising, or third-party content on Morningstar's properties must be distinguishable from its editorial content. Morningstar's automation refers to software that produces templated content based on specific algorithms and datasets.
Authors at Morningstar are required to disclose any conflicts of interest as per the company's Code of Ethics. Analysts covering companies cannot own securities issued by those companies, and members of the manager research are prohibited from holding securities issued by publicly traded companies that derive a material portion of their revenue from managing mutual funds.
Morningstar strongly believes in intellectual property rights and provides guidelines to prevent plagiarism and copyright infringement. The editorial team is also expected to identify and handle situations that could compromise the integrity of their work.
The editorial content at Morningstar includes articles, videos, presentations, graphics, printed materials, podcasts, editorial sections of research products, and columns for third-party publications. Morningstar maintains a strict functional separation between authors and the company's external client and sales teams to preserve editorial freedom.
The standards editor at Morningstar helps ensure all content meets the guidelines and principles outlined in the policy, and the language is fair, accurate, and inclusive. Morningstar's editorial team uses automation for content creation, and any such content is fact-checked and reviewed by editors before publishing, with a disclosure indicating its origin.
In summary, Morningstar does not publish AI-generated editorial content without human editorial oversight, and any content generated by or with the help of AI is clearly labeled. The company's Editorial Policy ensures credibility and commitment to investor success.
- Morningstar, in its commitment to personal finance and investment research, maintains a clear distinction between generative AI and other uses of AI, emphasizing accuracy, transparency, and human oversight when creating content.
- Authors at Morningstar, abiding by the company's Code of Ethics, are expected to disclose any conflicts of interest, and regardless of the use of AI in research, their analysis will always be clear, not misleading, and free from deception.
- In the realm of investment, Morningstar's personal-finance focused platform upholds the highest journalistic integrity through careful supervision of generative AI, adherence to intellectual property rights, and strict guidelines to preserve editorial freedom.
