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        1. Podcasts
        2. The Long View


        Our global ESG research leader on how sustainable investing has evolved and what comes next as it goes mainstream.

        The Long View cover art


        Listen and subscribe to Morningstar’s The Long View from your mobile device.

        Our guest this week is Jon Hale, Morningstar's head of sustainability research. In that role, he directs our research into the environmental, social, and governance investing practices of mutual funds and exchange-traded funds. An incisive analyst and writer, Hale authors the biweekly "Sustainability Matters" column on Morningstar.com. He's regularly quoted by the media on ESG matters and speaks often on sustainable investing at industry conferences and other events. Prior to assuming his current role, Hale held a number of other leadership positions in Morningstar's research and investment management divisions, most recently serving as head of manager research in North America. Hale, who holds the?Chartered Financial Analyst designation,?earned his undergraduate degree at the University of Oklahoma and his doctorate at Indiana University. We're pleased to have him as our guest.


        Jon Hale bio?

        "Sustainability Matters" columns

        Hale's "The ESG Advisor" blog?

        Morningstar's Approach to Assessing ESG冯唐情话

        Morningstar Sustainability Rating methodology


        Investor Interest and Demand冯唐情话

        "Sustainable Fund Flows in 2019 Smash Previous Records," by Jon Hale, Morningstar.com, Jan. 10, 2020.

        Morgan Stanley's "Sustainable Signals" survey


        Sustainability Accounting Standards Board (SASB)

        TIAA-CREF Social Choice Bond TSBRX