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Jon Hale, Ph.D., CFA

Jon Hale, Ph.D., CFA

is head of sustainability research for Morningstar.

4 questions you've always wanted to ask about sustainable investing
Personal Finance
4 questions you've always wanted to ask about sustainable investing
What's the point of sustainable investing and more from Morningstar's director of ESG research Americas.
Sustainable investing and the Russian invasion of Ukraine
Funds
Sustainable investing and the Russian invasion of Ukraine
It's not only about exclusions.
Corporations are changing. Exhibit No. 1: Larry Fink's letter
Stocks
Corporations are changing. Exhibit No. 1: Larry Fink's letter
Sustainable investing is the means to achieve "stakeholder capitalism" and achieve competitive investment results.
What the Wall Street Journal missed about sustainable investing
Funds
What the Wall Street Journal missed about sustainable investing
Sustainable investing isn't a craze, and sustainable investors aren't naive.
4 things to keep in mind about sustainable investing in 2022
Personal Finance
4 things to keep in mind about sustainable investing in 2022
And four ways that it's having a broader impact on the world.
Climate funds sound similar, here's a way to pick them apart
Funds
Climate funds sound similar, here's a way to pick them apart
A framework for finding the right climate fund for you
What is greenwashing, and why some green funds own fossil fuels
Funds
What is greenwashing, and why some green funds own fossil fuels
Sometimes it’s an exaggeration of ESG intentions, but greenwashing can also stem from different definitions of sustainability.
3 momentous events highlight the impact of investing in 2020
Markets
3 momentous events highlight the impact of investing in 2020
The pandemic, the fight for racial justice, and the presidential election show the importance of weighing in with capital to create positive societal...
What the pandemic means for sustainable investing
Funds
What the pandemic means for sustainable investing
Jon Hale sees resilience in ESG funds, an appreciation for 'social' analysis, and a hastening toward stakeholder capitalism.
A tipping point for sustainable investing
Personal Finance
A tipping point for sustainable investing
Investors are realising they must better understand how climate change is affecting their investments at the asset-class, regional, industry, and...
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