Jon Hale – Medium

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Jon Hale
in
The ESG Advisor

ESG is information

Plus Morningstar’s new framework, more on this year’s proxy season successes

5 min readSep 27, 2021

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ESG is information

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Jon Hale
in
The ESG Advisor

Investments that Address Systemic Racism and the Wealth Gap

“Life’s most persistent and urgent question is: What are you doing for others?” — The Rev. Dr. Martin Luther King Jr.

6 min readJan 17, 2023

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Investments that Address Systemic Racism and the Wealth Gap

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Jon Hale
in
The ESG Advisor

3 Steps to Integrating ESG Into 401(k) Plans

Adding sustainable funds will take some time, but could improve retirement readiness for many participants.

7 min readDec 16, 2022

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3 Steps to Integrating ESG Into 401(k) Plans

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Jon Hale
in
The ESG Advisor

Florida axes BlackRock, but what about their other external managers?

They are UN-PRI signatories, too

4 min readDec 2, 2022

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Florida axes BlackRock, but what about their other external managers?

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Jon Hale
in
The ESG Advisor

ESG in Retirement Plans: 4 takeaways on the final rule

Considering ESG factors is consistent with fiduciary duty

6 min readNov 29, 2022

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ESG in Retirement Plans: 4 takeaways on the final rule

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Jon Hale
in
The ESG Advisor

What the Red Trickle means for ESG

Why the anti-ESG campaign won’t work

7 min readNov 18, 2022

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What the Red Trickle means for ESG

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Jon Hale
in
Oak Park Matters

Jon and Lynn’s Election + Action Guide

Know anyone in suburban or downstate districts?

9 min readNov 2, 2022

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Jon Hale
in
The ESG Advisor

Sustainable Fund Flows Continue to Show Resilience

And a must-read on how CRT is morphing into anti-ESG/”woke” capitalism

4 min readOct 28, 2022

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Sustainable Fund Flows Continue to Show Resilience

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Jon Hale
in
The ESG Advisor

Investing in Water May Be Appealing, But Investors Have Few Compelling Choices

Here are some water stocks and water funds to consider

6 min readOct 21, 2022

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Investing in Water May Be Appealing, But Investors Have Few Compelling Choices

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Jon Hale
in
The ESG Advisor

Who’s Behind the Right’s Anti-ESG Campaign?

Hint: It’s not end investors, asset managers, or corporations.

6 min readOct 17, 2022

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Who’s Behind the Right’s Anti-ESG Campaign?

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Jon Hale

Jon Hale

Global Head, Sustainable Investing Research, Morningstar. Views expressed here may not reflect those of Morningstar Research Services LLC. or its affilliates.

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