Episode Notes

Inspired by a Twitter showdown about ESG investing, Jeff and Bruce seek more information from Adam Fleck, director of equity research for ESG at Morningstar Research Services. The guys dive deep to better understand the landscape of ESG investing and how we can get past the political challenges.

Guest Bio: 

Adam Fleck is the director of equity research, ESG for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar Inc. He leads Morningstar's environmental, social and governance equity research efforts, including collaboration with Sustainalytics, along with a team of analysts in Chicago and Amsterdam.

Before assuming his current role, Fleck was Morningstar's regional director of equity research in Australia and New Zealand and director of North American consumer equity research. He joined Morningstar in 2006.

Fleck holds a bachelor's degree in business administration from the University of Notre Dame, where he graduated cum laude. He also holds the Chartered Financial Analyst® designation.

This episode is sponsored by Schwab Asset Management.

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.