News & Insights

The “weight loss” drug Ozempic burst onto the scene in 2023 as a juggernaut winner for Danish drug maker Novo Nordisk. What began as a drug to treat Type 2 diabetes, however, soon proved efficacious to treat a much more widespread problem: obesity. That left Novo Nordisk in the driver’s seat of a blockbuster “off-label” drug. The challenge for Novo is making sure patients with Type 2 diabetes aren’t left on the side of the road.

Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.

Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.

From the legacies of iconic investors to the dynamic 2023 markets, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing) presents an insightful perspective on the economic climate, aided by the witticisms of Charlie Munger.

Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.

Annalise Durante, Senior ESG Analyst and Investment Counselor, provides perspective on the indispensable role of impact investing in directing capital towards societal and environmental betterment.

With rising interest rates, Charitable Gift Annuities are emerging as a beneficial option for charitable planning. The role of interest rates in shaping the attractiveness of Charitable Gift Annuities is twofold: they impact both the annuity’s payout rate and the deduction a donor can claim.

On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS Foundation, the non-profit, public-interest arm of the ISSB. The standards were launched at COP26 with the purpose of establishing a global baseline of sustainability-related disclosure standards. As the governing body of the International Accounting Standards Board, the IFRS Foundation should be well-positioned to oversee global standards. The International Accounting Standards Board determines the accounting rules for financial statements of public companies used by most developed countries. The release of these standards followed a comprehensive consultation period that allowed global stakeholders to weigh in on the proposed standards. The standards integrate the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) as well as the Sustainability Accounting Standards Board’s industry-based disclosure requirements.

Sonya Mughal, CFA, CEO of Bailard, authored a byline for Forbes, diving into the experiences that shaped her leadership style as well as her belief in the importance of accountability and trust within an organization.

Bailard today announced that it has, for the third year in a row, been ranked among the San Francisco Business Times’ annual top 100 Bay Area Corporate Philanthropists List. This year, Bailard earned 79th place, joining many of the Bay Area’s top companies including Salesforce, Google, and the San Francisco 49ers.

On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS Foundation, the non-profit, public-interest arm of the ISSB. The standards were launched at COP26 with the purpose of establishing a global baseline of sustainability-related disclosure standards. As the governing body of the International Accounting Standards Board, the IFRS Foundation should be well-positioned to oversee global standards. The International Accounting Standards Board determines the accounting rules for financial statements of public companies used by most developed countries. The release of these standards followed a comprehensive consultation period that allowed global stakeholders to weigh in on the proposed standards. The standards integrate the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) as well as the Sustainability Accounting Standards Board’s industry-based disclosure requirements.

This quarter’s economic perspective of Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) runs the gamut from Harry Markowitz to Taylor Swift.

Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.

The Bailard Foundation celebrated its fourth anniversary in May. Giving since inception totals over $450,000.

This Issue Brief explores tax avoidance by corporations, and reporting initiatives to help with tax transparency.

Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.