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The Long View

Jon Hale: ESG Is a Paradigm Shift

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 22 January 2020

⏱️ 53 minutes

🧾️ Download transcript

Summary

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

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.5

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.7

Hi, and welcome to the Longview. I'm Jeff Battack, Director of Manager Research for Morningstar Research Services.

0:38.4

And I'm Christine Ben's Director of Personal Finance for Morningstar Inc.

0:42.3

Our guest this week is John Hale. John is Morningstar's head of sustainability research.

0:47.4

In that role, John directs our research into the ESG investing practices of mutual funds and ETFs.

0:53.6

An incisive analyst and writer, John authors the bi-weekly sustainability matters column on

0:58.6

Morningstar.com.

1:00.1

He's regularly quoted by the media on ESG matters and speaks often on sustainable investing

1:05.3

at industry conferences and other events.

1:08.8

Prior to assuming his current role, John held a number of other leadership

1:12.0

positions in Morningstar's research and investment management divisions, most recently serving as

1:17.5

head of manager research in North America. A CFA charter holder, John earned his undergraduate degree

1:22.9

at the University of Oklahoma and his Ph.D. at Indiana University. We're pleased to have him as our guest.

1:29.3

John, welcome to the Longview. Well, thank you. Thanks for having me. It's a real pleasure.

1:32.8

Oh, it's our great pleasure. So we're going to talk about sort of the larger imperative for ESG in a minute,

1:38.7

but maybe for the benefit of some of our listeners who are less familiar with ESG. Let's start with some definitions.

1:46.0

ESG has lots of buzz around it, but maybe you can demystify it for. What is ESG? And have we seen

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