San Francisco, CA – January 18, 2024 – Bailard, Inc., an independent wealth and asset management firm, proudly announces its recent certification as a B Corporation™ (B Corp™). This achievement marks a significant stride in the firm’s dedication to values-driven practices that benefit its clients and employees, and the community.
“Our recent certification as a B Corporation reaffirms Bailard’s commitment to values-driven wealth and asset management, and the principles ingrained in our company since its founding over 50 years ago,” said Michael Faust, CFA, President of Wealth Management. “The rigorous certification process is a proof point that, at Bailard, we ‘walk the talk,’ too. Our dedication to making a positive impact is not just rhetoric but a reflection of the values that guide our team every day.”
Bailard’s certification places it among the distinguished cohort of over 3,500 certified B Corps worldwide, recognized for meeting B Lab’s stringent standards of verified social and environmental performance, public transparency, and legal accountability emphasizing the delicate balance between profit and purpose.
The firm integrates B Corp principles into various facets of its business, guiding clients in aligning portfolios with their values, fostering a strong and award-winning company culture, and championing responsible and impact investing. Bailard also actively pursues initiatives to enhance office efficiencies and, in 2019, established the Bailard Foundation to contribute to the betterment of the communities it serves.
CEO Sonya Mughal, CFA, emphasized, “Choosing to pursue B Corp Certification was a natural step for Bailard; it aligns seamlessly with the values that have guided us for decades. We can hold ourselves accountable through the independent verification and public transparency, and also lead by example as we prioritize a culture of responsible business practices and continuous improvement.”
For those seeking wealth and asset management aligned with values and a commitment to positive impact, Bailard invites you to explore the possibilities. Learn more about our B Corp journey at www.bailard.com/bcorp and discover how we’re redefining excellence in financial services.
About Bailard, Inc.
Founded in 1969, Bailard is an independent, value-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable, responsible and impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $5.8 billion in assets under management as of 12/31/2023, Bailard is a majority employee-owned and women-led firm, a Certified B Corporation™, and a Principles of Responsible Investing signatory.
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