Bailard Awarded Among the 2024 P&I Best Places to Work in Money Management

SAN FRANCISCO – December 9, 2024 – Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money Management by Pensions & Investments. The firm is honored to be ranked fifth in its category (companies with 50-99 employees). This marks the seventh consecutive year that Pensions & Investments has recognized Bailard.

Presented by Pensions & Investments—the global news source for money management and institutional investing—the 13^th annual survey celebrates employers who build and sustain exceptional workplace cultures in the money management industry.

Bailard’s culture, rooted in its core values of accountability, compassion, courage, excellence, fairness, and independence, shapes both meaningful client relationships and an environment where employees thrive.

“Earning this recognition again highlights the culture we’ve built together at Bailard. It’s an environment shaped by our core values and energized by the dedication of our team. Together, we remain focused on serving our clients and making a positive impact,” remarked Sonya Mughal, CFA, Bailard’s Chief Executive Officer.

Julie Tatge, Pensions & Investments Editor-in-Chief, commended the winners, “As their employees attest, the companies named to this year’s Best Places to Work list demonstrate a commitment to building and maintaining a strong workplace culture. In doing so, they’re helping their employees, clients, and their businesses succeed.’’

Pensions & Investments partnered with Workforce Research Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first phase evaluated workplace policies, practices, philosophy, systems, and demographics, representing 20% of the total evaluation. The second phase measured the employee experience through a survey, contributing 80% of the total score. Combined scores determined the final rankings.

Discover the full list of winners and explore profiles of the top firms across size categories at http://www.pionline.com/BPTW2024.

About Bailard, Inc.

Founded in 1969, Bailard is an independent, values-driven wealth and asset 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 $6.4 billion in assets under management as of 9/30/2024, Bailard is a majority employee-owned, woman-led firm, Certified B Corporation™, and UN Principles of Responsible Investing signatory.

About Pensions & Investments’ Best Places to Work in Money Management

Pensions & Investments, owned by Crain Communications Inc., is the 50-year-old global news source for money management and institutional investing. P&I released the 2024 ranking in December 2024. Participating firms must have at least 20 U.S.-based employees, $100 million of discretionary institutional assets under management or advisement, and a minimum of one year in business. 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. In 2024, 113 firms were ranked, with 27 managers recognized in Bailard’s category of 50 to 99 employees. For 2023, 2022, 2021, 2020, 2019, and 2018, there were 123, 100, 76, 94, 76, and 69 firms ranked, respectively.