Monthly Archives: March 2022

Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar

Workers and consumers are holding businesses to higher standards. Why wouldn’t investors do the same?  As awareness of environmental, social and governance issues grows, more people are saying ‘I want an investment that’s going to help me reach my financial goals, but I’d like the more sustainable version, please’.

In this episode, Laura Gregg and David Partain speak with Jon Hale, Ph.D., CFA,  Director of ESG Strategy at Morningstar. A widely recognized leader in the ESG and sustainable investing field, Jon addresses some persistent misperceptions and explains why he sees ESG becoming a permanent component of investment analysis. 

Jon discusses: 

  • Recent commentary in the press
  • Investing vs. activism
  • The facts about performance
  • ESG research and resources at Morningstar
  • And more


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Connect With  David Partain: 

About Our Guest:

Jon Hale, Ph.D., CFA, is Director of ESG Strategy at Morningstar. Hale focuses on ESG thought leadership and product strategy. Prior to 2021, Jon was Morningstar’s head of sustainable investing research. He directed the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating for funds in 2016. 

He has been named to Barron’s list of the 20 most influential people in ESG investing (2018), and in was included in the InvestmentNews’ 10 Leaders of ESG & Impact Investing (2019). 



Ep 74: What Makes a Healthy Workplace? – With Amy Dittman

A supportive work environment can improve performance, job satisfaction, and even client experience. Sometimes a little thing –– a better desk set-up, stepping away from the screen, or a confidential conversation — can make a surprisingly big difference.

In this episode, Laura Gregg and David Partain talk with Amy Dittman, a Health Promotion Specialist working with Stifel, to discuss workplace adjustments that can have a deep impact on our day, our bodies, and our state of mind 

Amy discusses: 

  • Small adjustments that can make a big difference
  • Physical and emotional considerations as we return to the post-pandemic office 
  • The overlooked resource: Employee Assistance 
  • The importance of communication 
  • And more


 FlexShares Exchange Traded Funds 

Connect With Amy Dittman:

Connect With  Laura Gregg: