Featured Story
White Paper: “AI Is Moving Fast—And the Winners Might Not Be Who You Expect”
AI is evolving fast, and so is the way investors are approaching it. In his latest white paper, Dave Harrison Smith, CFA—EVP, Domestic Equities—shares where he sees the shift in AI investing, from buildout to opportunity. Read on for his full analysis:
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.
Rare Earth Elements Issue Brief
Rare earth elements are vital for consumer electronics and defense technologies, and their importance to national security cannot be overstated.
Bailard Celebrated as a 2025 San Francisco Chronicle Top Workplace—for the Second Year in a Row
Bailard, an independent wealth and asset management firm, has once again been recognized as one of the San Francisco Chronicle’s Top Workplaces in the Greater Bay Area. Ranked…
Nuclear Energy Issue Brief
As climate change threatens the natural world and the viability of the capital markets, the tone around nuclear energy has started to change. It has even garnered bipartisan and…
ThinkAdvisor, Luminaries Awards 2024 Finalist
Two Bailard team members received individual nominations in the 2024 LUMINARIES Awards from ThinkAdvisor: Kim Aquino, CFP®, Senior Vice President and Director of Operations of…
Bailard Named One of the Top Workplaces in the SF Bay Area
Bailard, Inc., an independent wealth and asset management firm, is proud to announce its recognition as one of the Bay Area’s 2024 Top Workplaces by the San Francisco Chronicle.…
San Francisco Chronicle, “Top Workplaces awards honor effective leaders”
Bailard has been named No. 2 in the 2024 Bay Area Top Workplaces by the San Francisco Chronicle, and our CEO, Sonya Mughal, won a special leadership award. (Both in the Small…
Bailard Recognized by San Francisco Business Times as a Top Corporate Philanthropist for Fourth Consecutive Year
Bailard today announced its ranking among the San Francisco Business Times’ annual top 100 Bay Area Corporate Philanthropists list, for the fourth year in a row.
The Bailard Foundation Distributes $1M in its First Five Years
Bailard, Inc. proudly announces its Bailard Foundation reached $1 million in grants and donations distributed in just its first five years. As of June 30, 2024, the Bailard…
Corporate Engagement Update Q3 2024
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental,…
Forbes Councils, “Sonya Thadhani Mughal’s Journey With Bailard And Forbes Councils”
Forbes Councils features Bailard's CEO, Sonya Mughal in her journey with Bailard spanning three decades and the invaluable opportunity to share her insight with Forbes Financial…
Financed Emission Issue Brief
A brief diving into the importance of analyzing and collecting emissions data from investments.
Bailard CEO Ft. in Forbes, “Three Ways To Put Your Values And Your Team First In A Competitive Market”
Bailard's CEO Sonya Mughal, CFA offered three insightful ways leaders in the industry can fortify their culture and step up their communication practices to attract and retain…
The Weight Is Over: But Is It a Loss For Type 2 Diabetes Patients?
The “weight loss” drug Ozempic burst onto the scene in 2023 as a juggernaut winner for Danish drug maker Novo Nordisk. What began as a drug to treat Type 2 diabetes, however, soon…
Corporate Engagement Update Q2 2024
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental,…
Corporate Engagement Update Q1 2024
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental,…
Keep Informed
Get the latest News & Insights from the Bailard team delivered to your inbox.
All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Please see each full insight post for its respective disclosures.