Morningstar’s AI Academy Wins Three Brandon Hall Awards
Event summary
- Morningstar’s AI Academy received three Brandon Hall Group HCM Excellence Awards: Gold for Best Custom Content, Silver for Best Learning Strategy, and Silver for Best Use of AI for Learning.
- The 10-week program has reached over 6,000 employees globally, more than half of Morningstar’s workforce.
- Participants have applied AI knowledge to improve research, content creation, analysis, and communications.
- Morningstar plans to expand the program with a refreshed digital-first learning experience and a new Agentic AI module.
The big picture
Morningstar’s AI Academy recognition highlights the growing emphasis on AI literacy within financial services. As AI reshapes workflows, firms that invest in employee upskilling may gain a competitive edge in efficiency and innovation. With $375 billion in AUMA as of June 2026, Morningstar’s commitment to AI education could enhance its long-term operational and analytical capabilities.
What we're watching
- Program Scalability
- Whether Morningstar can sustain the program’s impact as AI capabilities evolve and the workforce grows.
- AI Integration
- How effectively the new Agentic AI module will prepare employees for more automated, action-oriented AI tools.
- Competitive Differentiation
- The pace at which Morningstar can leverage AI fluency to enhance its investment insights and services compared to peers.
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