Paul Kaplan,

Ph.D., CFA®

Morningstar Canada

Paul Kaplan, director of research and senior member of the global research team, Morningstar Canada, led the development of many of the quantitative methodologies behind the firm’s fund analysis, indexes, advisor tools, and other services. An active researcher on asset allocation, retirement income planning, portfolio construction, index methodologies, and other investment topics, many of Mr. Kaplan’s findings have been published in books and professional publications, including Frontiers of Modern Asset Allocation. Previously, he served as quantitative research director for Morningstar Europe, director of quantitative research for Morningstar U.S., and chief investment officer of Morningstar Associates, LLC. A recipient of the Graham and Dodd Award, he earned a bachelor’s degree in mathematics, economics, and computer science, New York University, and a master’s degree and doctorate in economics, Northwestern University.