Our approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
In early May of 2019, we attended the Ceres Conference in San Francisco. The conference convened over 700 attendees including investors, policy makers, and non-profits. The purpose of this annual conference is to reaffirm the business case for sustainability, share best practices, and learn about leading innovations. A key theme of the conference was how to evaluate and act on water risks in investment portfolios.
We continue to be involved with the Climate Action 100+ initiative, which engages the worst greenhouse gas emitters on a global scale to drive clean energy adoption. Many of the targeted companies have been very cooperative with these ongoing engagements thus far. We look forward to the Annual Progress Report next quarter.
Recent Insights
Mike Faust Awarded 2025 Advisors to Watch by AdvisorHub
Michael Faust, CFA, ranked in the top five of AdvisorHub’s Advisors to Watch for the second year—recognizing his standout leadership at Bailard.
June 24, 2025
Built on Trust – Guided by Values: Q&A with Mary Bersot, CFA and Bailard CEO, Sonya Mughal, CFA
After founding and leading Bersot Capital Management for nearly two decades, Mary Bersot, CFA, joined Bailard this spring with her long-standing clients and colleague Nicholas Risser. In this Q&A with Bailard CEO Sonya Mughal, CFA, Mary reflects on the decision, the values she’s carried throughout her career, and what this next chapter means for her and those she serves.
June 9, 2025
Country Indices Flash Report – May 2025
The UK and EU reached a new agreement to ease trade restrictions and boost cooperation on security and energy, marking a significant step towards improved relations since Brexit. [See more...]
May 30, 2025
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