Jon Hale, Ph.D.

Head of Sustainable Investing Research, Morningstar

Jon Hale, Ph.D., CFA, is head of sustainable investing research for Morning¬star. In this role he launched the Morningstar Sustainability Rating™ for funds in 2016.

Before assuming this role, Hale was director of manager research, North America, where he led approximately 60 Morningstar manager re­search analysts based in North America and oversaw the team’s operations, thought leadership and manager research coverage across asset classes. Hale first joined Morningstar in 1995 as a mutual fund analyst and helped launch the institutional investment consulting business for the organization in 1998. He was named Senior Investment Consultant in 2001 and served as managing consultant and head of the investment advisory unit between 2009 and 2014.

In 2018, Hale was named to Barron’s list of the 20 most influential people in ESG investing, and in 2019, he was included in the InvestmentNews’ 10 leaders of ESG & Impact Investing.

Hale holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University.

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