The Rational Reminder Podcast · Thursday, July 9, 2026
The podcast highlights Dr. Paul Kaplan's career, noting his role as Director of Research for Morningstar Canada and a senior member of their Global Research team. He led the development of quantitative methodologies for fund analysis, indexes, and advisor tools.
“Paul Kaplan, PhD, CFA. He's now retired. He was the director of research for Morningstar Canada and a senior member of Morningstar's Global Research team.”
“He led the development of many of the quantitative methodologies behind Morningstar's fund analysis, which is pretty cool. Their indexes, advisor tools, and other services.”