From Data to Decisions: Unlocking Investment Intelligence with AI and Trusted Data

AI is moving from experimentation to real world application across the investment lifecycle, but its effectiveness depends on how well data is structured, connected, and made accessible. Without trusted, governed data, AI cannot deliver reliable insights at scale.

This session explores how Model Context Protocol (MCP) enables AI applications to interact with trusted data sources in a more contextual and controlled way. It will examine how MCP based approaches are being applied across data, research, and enterprise infrastructure, using Morningstar as a practical example of how firms can integrate trusted investment intelligence into AI enabled workflows to improve efficiency, elevate insight quality, and unlock greater value from their data.