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Forbes, “Creating a Culture of Accountability and Trust (with an assist from Ted Lasso)”
Sonya Mughal, CFA, CEO of Bailard, authored a byline for Forbes, diving into the experiences that shaped her leadership style as well as her belief in the importance of…
ISSB’s Inaugural Global Sustainability Disclosure Standards Issue Brief
On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS…
Economic Brief: Portfolio Theory
This quarter’s economic perspective of Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and…
The Bailard Foundation Annual Update 2023
The Bailard Foundation celebrated its fourth anniversary in May. Giving since inception totals over $450,000.
Tax Transparency Issue Brief
This Issue Brief explores tax avoidance by corporations, and reporting initiatives to help with tax transparency.
Economic Brief: Alphabet Soup
This quarter, we feature the economic perspective of Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable,…
Fast Company, “Your thinking about ESG is all wrong. Here’s what it’s really about”
Blaine Townsend, director of Bailard, Inc.'s SRII group says attacks on ESG lean heavily on false economics and myths.
Bailard’s View on the Economy: Everybody Act Normal
In this quarter’s closing brief Jon Manchester, CFA, CFP®, takes a look at the difficulties of defining, and returning to, normal.
The Bailard Foundation Annual Update 2022
The Bailard Foundation celebrated its third anniversary in May.
The Bailard Foundation Annual Update 2021
Serving the community in which we live has long been ingrained in the values of Bailard and the mindset of its employees.
The Origins of Socially Responsible and Sustainable Investing
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…
The Bailard Foundation’s First Annual Update
“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.