Neelotpal Shukla | Morningstar

Morningstar

More From Neelotpal Shukla

Asset Location: A Tax-Aware Investment Strategy

Where you keep your investments matters as much as what you invest in.

Abhijay Gupta Nov 18, 2025

The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago

Where the industry has and hasn’t made progress on gender representation.

Amrutha Alladi Mar 7, 2023

Neelotpal Shukla is a director of data science, Morningstar, Inc. He leads the development of AI models for data collection using natural language techniques. Since joining Morningstar in 2017, Shukla has focused on quantitative research capabilities within the organization. He has led the multi-asset portfolio optimization solutions group in Morningstar Retirement, contributed to Morningstar's proprietary risk model, deployed numerous interactive quantitative research dashboards to Morningstar Direct, and worked on new product development for Morningstar Indexes.

Shukla holds a Bachelor of Technology (Honors) in Civil Engineering from IIT Madras, India. He also holds a Master of Science in Computational Civil Engineering from the University of Illinois at Urbana-Champaign and an MBA (High Honors) from the Booth School of Business at the University of Chicago. He also holds the Chartered Financial Analyst (CFA) designation.

Sponsor Center

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.