Morningstar appoints ESG research head

— 1 minute read

The appointment is part of the researcher’s push into ESG following its acquisition of research and ratings firm Sustainalytics.

Hortense Bioy

Hortense Bioy will step into the newly created role of director of sustainability research for the EMEA and APAC regions, effective immediately. Ms Bioy most recently served as Morningstar’s director for passive strategies and sustainability research for Europe. 

“Given Hortense’s passion for ESG and our ambitions in this area, we felt now was a logical time to fully dedicate her to sustainability research,” said Jeffrey Ptak, head of manager research. “We’re excited about Hortense helping [us] further advance our goal of imprinting ‘[investors-first]’ values on sustainable investing through insightful analysis and thought leadership in her new role.”


Ms Bioy will report to Mr Ptak. She joined Morningstar in 2010 from Bloomberg and began her career as an M&A analyst at Société Générale in Hong Kong. She will be working with Jon Hale, director of sustainability research for the Americas, based in the US. Morningstar has commenced the search to replace Ms Bioy as head of the EMEA passive strategies team.

The appointment follows Morningstar’s acquisition of ESG research and ratings firm Sustainalytics. 

“Modern investors in public and private markets are demanding ESG data, research, ratings, and solutions in order to make informed, meaningful investing decisions,” said Morningstar CEO Kunal Kapoor. “From climate change to supply-chain practices, the nature of the investment process is evolving and shining a spotlight on demand for stakeholder capitalism.

“Whether assessing the durability of a company’s economic moat or the stability of its credit rating, this is the future of long-term investing.”


Morningstar appoints ESG research head
Hortense Bioy
ID logo

related articles

promoted stories

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.