Thought Leadership Highlights

Published in The Journal of Impact and ESG Investing, "From SRI to ESG: The Origins of Socially Responsible and Sustainable Investing"

It may be surprising to some that SRI has been around for decades, and ESG arrived in the mid-2000s. Inside this research paper published in The Journal of Impact and ESG Investing, “From SRI to ESG: The Origins of Socially Responsible and Sustainable Investing,” Bailard’s Blaine Townsend, CIMC®, CIMA®, EVP and Director of Sustainable, Responsible and Impact Investing, explores the history of SRI and ESG investing.

Published in Fast Company, "Your thinking about ESG is all wrong. Here’s what it’s really about"

In a byline published in Fast Company, Blaine Townsend, EVP and Director of Sustainable, Responsible and Impact Investing at Bailard, penns “Pushback from policymakers on ESG are conflating certain social issues in society with ESG investing. But ESG is not about ideology; rather, ESG is about data. Attacks on ESG lean heavily on false economics and myths.”

Responsibility in Business Does Matter

In the spring of 1972, the heads of Alcoa, General Motors, and U.S. Steel formed Business Roundtable (BR) – a not-for-profit trade organization for big business in America. For the next half century, BR advocated for lower taxes, weaker labor unions, and free-trade agreements. It opened its arms and warmly embraced economist Milton Friedman’s ethos that maximizing shareholder value was the prima facie of a capitalist democracy. Then, something funny happened on the way to the second decade of this century. BR issued a statement, signed by all the 181 CEO members, which said looking at broader stakeholder issues was actually the prudent thing to do.

October 24, 2024
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 Wall Street support, shifting investors’ attention towards this sector. So, does nuclear energy provide a low-emissions solution to rapidly rising energy demands? Or does it distract investors from the stronger opportunities in renewables?
ThinkAdvisor Luminaries Finalist Logo
September 17, 2024
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 Wealth Management, stands as a finalist for the Luminaries With Heart award. And Annalise Durante, Senior ESG Analyst and Investment Counselor, secured a Next-Gen Rising Stars finalist recognition.
San Francisco Chronicle - Bailard is a 2024 Top Workplace
September 4, 2024
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. The firm was ranked second in its category (for companies with 35-149 employees).
San Francisco Chronicle - Bailard is a 2024 Top Workplace
August 25, 2024
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 Company category of firms with less than 150 employees; please see important disclosures here: https://bailard.com/awards/
Bailard Named one of San Francisco Business Times' Top Corporate Philanthropists
August 1, 2024
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.
July 17, 2024
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 Foundation has distributed $1,008,037 since its inception in June 2019, over 90% of which has directly benefited the local Bay Area community.
Light Blue Box with Corporate Engagement Written on It
July 9, 2024
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
June 17, 2024
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 Councils.
May 21, 2024
A brief diving into the importance of analyzing and collecting emissions data from investments.
May 2, 2024
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 high-performing teams.
April 2, 2024
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 proved efficacious to treat a much more widespread problem: obesity. That left Novo Nordisk in the driver’s seat of a blockbuster “off-label” drug. The challenge for Novo is making sure patients with Type 2 diabetes aren’t left on the side of the road.
Light Blue Box with Corporate Engagement Written on It
April 1, 2024
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
Light Blue Box with Corporate Engagement Written on It
January 22, 2024
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
Certified B Corporation(TM)
January 12, 2024
From the legacies of iconic investors to the dynamic 2023 markets, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing) presents an insightful perspective on the economic climate, aided by the witticisms of Charlie Munger.
Light Blue Box with Corporate Engagement Written on It
October 26, 2023
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
October 13, 2023
Annalise Durante, Senior ESG Analyst and Investment Counselor, provides perspective on the indispensable role of impact investing in directing capital towards societal and environmental betterment.

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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.