News & Insights

Intellectual curiosity, courage, openness, and individual thought guide our unique perspective

Here in our News & Insights section, you’ll find that our core values manifest our asset and wealth management industry commentary, original research, and strategy updates showcasing who we think are some of the brightest minds in the industry.

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The Bailard Foundation Annual Update 2022

June 26, 2022

The Bailard Foundation celebrated its third anniversary in May.

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The Bailard Foundation Annual Update 2021

June 25, 2021

Serving the community in which we live has long been ingrained in the values of Bailard and the mindset of its employees.

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The Origins of Socially Responsible and Sustainable Investing

September 19, 2020

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…

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A black and white photograph of the Bailard Conference room, showing a group of people around the table.

The Bailard Foundation’s First Annual Update

July 9, 2020

“Doing what is right. Right by the client, by each other, by the firm and by society.”

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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.

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