While it is well known that ESG scores tend to have a size bias which favors the larger companies among the universe of large capitalization stocks – does this bias exist in the small cap space? Published in The Journal of Impact and ESG Investing, our small cap value ESG equity team examines this topic and how investors can create better performing, size-neutral small cap portfolios in “How Company Size Bias in ESG Scores Impacts the Small Cap Investor.”
Recent Insights
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
Animal Testing Issue Brief
Artificial intelligence may soon end animal testing practices if the recent announcement by the Food and Drug Administration (FDA) reaches fruition.
May 29, 2025
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