We are honored to share that Bailard has earned a spot on the Pensions & Investments’ Best Places to Work in Money Management list for 2021. Our culture is a unique one, driven by a commitment to collaboration, transparency, and our shared values. Two of our core values in particular—compassion and excellence—play crucial roles in the way we manage and support our team.

This is the fourth year in a row in which Bailard has made the prestigious list, presented by Pensions & Investments in its 10th-annual survey program dedicated to identifying and recognizing the best employers in the money management industry. And not only that, Bailard has been honored with several industry accolades in 2021, recognizing both our organization as well as our Chief Executive Officer, Sonya Thadhani Mughal, CFA.

In regard to this award, Mughal shared, “My philosophy as CEO is to keep an eye towards company growth while maintaining Bailard’s emphasis on excellence and teamwork. How Bailard defines the culture of the workplace will evolve over time, but the importance of compassion and empathy are values that will remain significant forever.”

The pursuit of excellence—as a manager, partner, and employer—drives everything we do, and makes recognition like this even more impactful. As we reflect on our team, we also see much of our success is based in our diverse and inclusive environment, with a team of 72 employees that hail from over 10 countries, and a staff nearing gender parity.

“Now in its 10th year, P&I’s Best Places to Work in Money Management spotlights the unique ways that employers build healthy and thriving work cultures,’’ said P&I’s Executive Editor Julie Tatge. “This year was no different. The 100 firms profiled in our Dec. 13 issue grappled with myriad challenges posed by the pandemic and met them, helping ensure that their employees felt supported and able to do their best work.’’

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.  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 2021 Pensions & Investments Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2021.

We’d like to extend our gratitude to our Bailard team who are the foundation of this firm and its culture, as well as to our clients for their continued partnership.


About Bailard
Founded in 1969, Bailard is an independent asset and wealth management firm serving individuals, families, and institutions alike. Bailard has a long‐term asset management track record in multiple asset classes, from domestic and international equities, to fixed income and private real estate. The firm also offers robust, in‐house ESG solutions and customized investment portfolios for clients seeking targeted exposures. Bailard combines these investment capabilities with financial, tax, and estate planning to provide comprehensive wealth management.

With over $5 billion in assets under management (as of 9/30/2021), Bailard is a majority employee‐owned and women‐led firm, and a Principles of Responsible Investing (PRI) signatory. A values‐driven firm based in the San Francisco Bay Area, Bailard is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.


About Pensions & Investments and the 2021 Best Places to Work in Money Management
Pensions & Investments, owned by Crain Communications Inc., 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. 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. 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. This year, a total of 100 firms were placed on the Pensions & Investments Best Places to Work in Money Management list. 22 managers were recognized in Bailard’s category of 50 to 99 employees.