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Bailard’s SRII Issue Research & Outreach Library
Explore the living library of Bailard's Sustainable, Responsible & Impact Investing (SRII) publications.
Can Geothermal Power the AI Revolution?
As the global economy enters a period of unprecedented expansion, geothermal energy is emerging from its niche status.
Sonya Mughal Named Women in Wealth Advocate of the Year at 2026 Private Asset Management Awards
Bailard CEO Sonya Mughal, CFA, has been named Women in Wealth Advocate of the Year – Individual at the 2026 Private Asset Management (PAM) Awards, presented by With Intelligence.……
2025 Proxy Review Season
The 2025 U.S. proxy season marked a turn from prior years’ rising proposals, with the number of shareholder proposals filed at Russell 3000 companies decreasing for the first time…
Unpacking Incarcerated Labor
Read about the link between U.S. prison labor and corporate profit, and how investors can drive meaningful reform.
Named #1 Firm from Financial Planning’s “Best RIAs to Work For”
Landing at No. 1, the result reflects something we've built over decades: a culture where talented people want to stay, grow, and do their best work. Long tenure has helped create…
Bailard Recognized as One of P&I’s Best Places to Work
Named among Pensions & Investments’ Best Places to Work in Money Management for the eighth year running, our people and their commitment allows us to stay independent and serve…
Issue Brief: Will Nuclear Energy Make a Comeback?
What advancing technology and new federal support could mean for the future of nuclear energy in the U.S.
Earning Our Place Among America’s Top RIA Firms
From more than 55,000 firm nominations, we are proud to be recognized among Forbes’ America’s Top RIA Firms,
Bailard Recognized Among Barron’s Top 100 RIA Firms
Bailard, Inc. has been named to Barron’s list of the Top 100 RIA Firms for 2025, marking our fourth appearance in five years.
For-Profit Healthcare Issue Brief
The For-Profit Healthcare industry is a complex dynamic. Explore the benefits, drawbacks, and ethical questions it raises.
Defense Tech: It’s hard to tell the swords from the plowshares
Defense technology is rapidly shifting from niche to mainstream. Blaine Townsend, Director of SRII at Bailard, explores how innovation, private capital, and government priorities…
Bailard Earns Global Recognition and National Ranking
This summer brought two honors that speak to who we are at Bailard. The Bailard Foundation was recognized with Best Philanthropic Initiative (Americas) at the global 2025…
Bailard Named a Top Bay Area Corporate Philanthropist
Bailard is honored to be named one of the Top 100 Bay Area Corporate Philanthropists by the San Francisco Business Times—marking the firm’s fifth consecutive year on the list.…
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.
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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.