Bailard Wins Third in Best Places to Work in Money Management
2020 marks the third year Bailard has been recognized as a best place to work by Pensions & Investments
FOSTER CITY, Calif. – Dec. 15, 2020 – Bailard, a values-driven asset and wealth manager in the Bay Area, has been included in the 2020 Best Places to Work in Money Management awards announced by Pensions & Investments, where Bailard has placed third for firms with 50-99 employees. This is the publication’s ninth-annual survey and recognition program dedicated to identifying and recognizing the best employers in the money management industry.
This is Bailard’s third consecutive year making this list and rounds out a year of several best workplace recognitions for the firm gained over the course of the year. Bailard’s excellent culture has been built over the firm’s 51-year history and is a result of the firm’s ongoing commitment to its values, including accountability, compassion, and excellence.
“In this very unusual year, we learned again that employers that consider the overall wellbeing of their employees are regarded well. The best employers in 2020 are those that have stepped up with policies and practices to support and protect employees’ physical and emotional health, while continuing to keep the focus on clients’ needs,” said P&I Editor Amy B. Resnick. “Our surveys found that the employers on the list were likely to work hard to sustain their corporate cultures, even during times of pandemic lockdowns and continuing to work from home in many cases.”
Bailard worked to closely support its employees and maintain its award-winning culture throughout the COVID-19 pandemic by adapting to a fully-remote environment while maintaining Bailard traditions, like weekly firm-wide trivia games, their weekly 9:05 all company meeting, and their annual Oasis all company celebration in honor of the firm’s founding – now shifted to a virtual setting. Bailard also appointed a vice president of human resources, Kyle Berkeley, in 2020 to help the firm through its next chapter of growth and continue to make employee wellbeing and education a top priority of the firm.
“In a year where it feels so much has changed, this recognition is a reminder of many of the crucial things that have remained the same, mainly our incredible team and our values,” said Peter Hill, the CEO of Bailard. “We have always been proud to be a company that puts our culture first, and in a year like 2020, this has been more important than ever.”
Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees to determine the 2020 winners. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies.
For a complete list of the 2020 Pensions & Investments’ Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2020.
About Bailard
With 50 years of experience, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client goals. An independent firm since its founding in 1969, Bailard stands committed to its values and, most importantly, its clients. With $4.2 billion AUM as of September 30, 2020, Bailard’s high-touch client service and proven track record are grounded in the firm’s core values of accountability, compassion, courage, excellence, fairness, and independence.
About Pensions & Investments
Pensions & Investments, owned by Crain Communications Inc., is the 48-year-old global news source of money management. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com
About 2020 Pensions & Investments Best Places to Work in Money Management
This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. There was no cost for Bailard to enter. This year, a total of 94 firms were placed on the Pensions & Investments Best Places to Work in Money Management list. 23 managers were recognized in Bailard’s category of 50 to 99 employees. There was no fee for Bailard to enter.
To have been eligible for consideration, companies must meet the following criteria: be a for-profit or not-for-profit business or public agency; have a facility in the United States; have a minimum of 20 full and/or part-time employees working in the United States; must be in business a minimum of one year; and have at least $100 million of discretionary AUM.
* All investments involve a risk of loss. There is no guarantee any strategy will achieve its objectives. Bailard will not offer advice in any jurisdiction where it is prohibited from doing so.
