The 2021 Proxy Season is coming to a close, and early reviews are proving positive for ESG issues. Similar to last year, climate change, diversity, and corporate political spending were the most active topics. According to Proxy Preview, this year’s record 34 majority votes thus far has greatly outpaced last year’s 21 majority votes. We are also seeing a strong increase in the level of those majority votes. So far, six votes have received over 90% support, of which four had the support of management. This is a first in the U.S. amongst environmental and social resolutions. Overall, it has been a pretty stellar year for ESG shareholder resolutions.
Recent Insights
Bailard CEO Sonya Mughal shares what’s kept her there for 30 years
Sonya Mughal, CFA opens up in a candid interview with Pensions & Investments' about her journey from an entry-level position to CEO, all at Bailard, in her 30-year career solely dedicated to the Company. She discusses her and Bailard's values, how people can find the right place to work, Bailard's culture, and the importance of understanding your clients.
December 9, 2024
Bailard Awarded Fifth in Its Category Among the 2024 Pensions & Investments Best Places to Work in Money Management
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.
December 9, 2024
Country Indices Flash Report – November 2024
Donald Trump won the electoral college and popular vote on November 5th to regain the U.S. presidency in January. Republicans also gained a Senate majority and held control of the House. Trump has rapidly announced loyal supporters as Cabinet picks. Markets echoed November 2016: a strong dollar, U.S. equity outperformance, and small cap/value stocks outperforming large cap/growth.
November 29, 2024
Keep Informed
Get the latest News & Insights from the Bailard team delivered to your inbox.