San Francisco, CA (December 2022) – Bailard, a values-driven asset and wealth manager in the San Francisco Bay Area, has been included in the 2022 Best Places to Work in Money Management awards, announced by Pensions & Investments this week. The firm is honored to be ranked 4th in its category (of companies with 50-99 employees) and, notably, this marks the fifth consecutive year Pensions & Investments has recognized Bailard as a Best Place to Work.

 

Presented by Pensions & Investments, the global news source of money management, the 11th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.

 

This recognition follows with Bailard’s commitment to its values on behalf of our colleagues, clients, and community. Each day, our employees show their commitment to the core tenets of accountability, compassion, courage, excellence, fairness, and independence. These values serve as a foundation to help create strong, prosperous relationships with clients and to also establish a safe and thoughtful work environment for employees.

 

“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,’’ said P&I Executive Editor Julie Tatge. “Even as firms grappled with volatile markets and stresses from the pandemic, their employees said they felt strong support from their managers, enabling them to do their best work.’’

 

“Pensions & Investments is proud to honor the Best Places to Work in Money Management for the 11th year. A strong workplace culture that supports talent, advocates progress, and drives innovation is paramount to driving the best outcomes. These asset managers demonstrate that. Congratulations to the 2022 honorees for fostering healthy and inclusive workplaces in the face of a rapidly evolving and challenging market,” said Chief Operating Officer of the publication, Nikki Pirrello.

 

“I humbly thank our employees for their continued exceptional efforts on behalf of our culture as well as our clients,” said Chief Executive Officer Sonya Mughal. “We pursue excellence across different functions and facets of our business. Yet, it is the manner in which we treat each other that allows us to distinguish ourselves. One of my goals as CEO is to uphold a considerate and welcoming environment, and receiving this multi-year honor from P&I stands as a strong testament. It’s our values that connect us to each other and to our clients.”

 

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 evaluated each nominated company’s workplace policies, practices, philosophy, systems, and demographics. This was worth approximately 25% of the total evaluation. The remaining 75% of the evaluation consisted of an employee survey to measure the employee experience. The combined scores determined the top companies. For a complete list of the 2022 Pensions & Investments’ Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2022.

 

About Bailard Inc.
Founded in 1969, Bailard is an independent 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 ESG expertise. Through it all—and in line with its core principles and strong ESG mindset—Bailard works with clients to align their financial goals with their values. With $4.8 billion in assets under management as of 9/30/2022, 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 has its own private charitable foundation* and is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.

About Pensions & Investments
Pensions & Investments, owned by Crain Communications Inc., is the 50-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.

About Pensions & Investments’ Best Places to Work in Money Management
The 2022 ranking was released by Pensions & Investments in December 2022. 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 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 2022, 121 firms were ranked with 26 managers recognized in Bailard’s category of 50 to 99 employees. 2021’s ranking included 76 firms, 22 of which were in Bailard’s category. 2020’s ranking included 94 firms, 23 of which were in Bailard’s category. 2019’s ranking included 76 firms, 17 of which were in Bailard’s category. 2018’s ranking included 69 firms, 19 of which were in Bailard’s category.

*The Bailard Foundation has a board of directors that is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features both friends of Bailard, Inc. and employees.