Skip to Content
Morningstar

The Morningstar ESG Commitment Level

Our first assessment of 100-plus strategies and 40 asset managers.

, and

More in Stocks

About the Authors

Hortense Bioy

Director, Sustainability Research, Global Manager Research
More from Author

Hortense Bioy, CFA, is global director of sustainability research for Morningstar UK Ltd, a wholly owned subsidiary of Morningstar, Inc. Based in London, Bioy leads Morningstar's environmental, social, and governance research efforts globally, with the objective of educating investors and providing them with the tools they need to evaluate funds through an ESG lens. Prior to assuming this role in February 2021, she was responsible for Morningstar's sustainability research in EMEA for three years.

Before transitioning to a dedicated ESG focus, Bioy was European director of passive strategies research. She led an award-winning team that provides research on exchange-traded funds and index funds. Bioy joined Morningstar as an ETF analyst in 2010 from Bloomberg, where she was a financial journalist. She began her career as a mergers and acquisitions analyst at Société Générale in Hong Kong.

Bioy holds a master's degree in finance from Paris Dauphine University and a postgraduate degree in finance from Paris-Sorbonne University. She also holds the Chartered Financial Analyst® designation.

Jon Hale

More from Author

Jon Hale, Ph.D., CFA, was head of sustainability research for Morningstar. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™ for funds in 2016.

Before assuming this role in 2016, Hale was director of manager research, North America, for Morningstar, where he led approximately 60 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 Morningstar in 1998. He left the company in 1999 to work for Domini Social Investments, LLC before rejoining Morningstar as a senior investment consultant in 2001. He became managing consultant in 2009 and head of the Investment Advisory unit in 2014.

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

Sponsor Center