Navigating the ESG Landscape On-Demand
Clients interested in sustainable investing have moved beyond "should I?" to "how do I?". Learn how to navigate the environmental, social and governance (ESG) landscape to implement ESG portfolios. Key topics include:
- drivers of sustainable investing
- trends in demand, flows, asset manager adoption, and new investment options
- uses of ESG ratings
- how to build ESG-oriented portfolios
Speakers | Jon Hale, Ph.D., CFA & Alex Bernhardt
Jon Hale, Ph.D., CFA, is head of sustainable investing 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.
Alex Bernhardt, US Responsible Investment (RI) Leader for Mercer Investments, is a noted expert in catastrophe, weather and financial risk management. In his role as US RI leader Alex regularly leads ESG integration exercises with the boards and investment committees of institutional investors of all types and sizes while driving innovation in environmental and social risk management. Alex was a lead contributor to Mercer’s Investing in a Time of Climate Change research and has since (co)-led related consulting arrangements for institutional investors across North America that in aggregate hold portfolios over $800 billion.
Prior to joining Mercer, Alex was a Senior Vice President at Guy Carpenter, another Marsh & McLennan operating company, where he founded and ran the firm's GC Micro Risk Solutions® division focused on designing and developing index-based micro(re)insurance programs for development banks, microfinance institutions and insurers. Additionally, he supported the firm's broader growth efforts advising public and private risk bearing entities on a variety of issues with a focus on disaster risk management, energy liability and credit risk. In this capacity Alex co-led the Flood Insurance Risk Study, an in-depth year-long project for the National Flood Insurance Program (NFIP) focused on researching the global capacity for catastrophic flood reinsurance, options for flood insurance privatization in the US and the NFIP's capital adequacy.
He received a BA from the University of Puget Sound, is a board member for Earth Economics and is often quoted in financial industry press.
Registration & Fees (USD)
Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:
Investments & Wealth Institute®
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
This program is available for online viewing for one year from the date purchased.
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