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.

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.
Skyline of buildings at sunset people walking over a bridge
September 8, 2023
With rising interest rates, Charitable Gift Annuities are emerging as a beneficial option for charitable planning. The role of interest rates in shaping the attractiveness of Charitable Gift Annuities is twofold: they impact both the annuity’s payout rate and the deduction a donor can claim.
August 28, 2023
On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS Foundation, the non-profit, public-interest arm of the ISSB. The standards were launched at COP26 with the purpose of establishing a global baseline of sustainability-related disclosure standards. As the governing body of the International Accounting Standards Board, the IFRS Foundation should be well-positioned to oversee global standards. The International Accounting Standards Board determines the accounting rules for financial statements of public companies used by most developed countries. The release of these standards followed a comprehensive consultation period that allowed global stakeholders to weigh in on the proposed standards. The standards integrate the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) as well as the Sustainability Accounting Standards Board’s industry-based disclosure requirements.
Image: Corporate Culture
August 15, 2023
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 accountability and trust within an organization.
August 3, 2023
Bailard today announced that it has, for the third year in a row, been ranked among the San Francisco Business Times’ annual top 100 Bay Area Corporate Philanthropists List. This year, Bailard earned 79th place, joining many of the Bay Area’s top companies including Salesforce, Google, and the San Francisco 49ers.
July 28, 2023
On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS Foundation, the non-profit, public-interest arm of the ISSB. The standards were launched at COP26 with the purpose of establishing a global baseline of sustainability-related disclosure standards. As the governing body of the International Accounting Standards Board, the IFRS Foundation should be well-positioned to oversee global standards. The International Accounting Standards Board determines the accounting rules for financial statements of public companies used by most developed countries. The release of these standards followed a comprehensive consultation period that allowed global stakeholders to weigh in on the proposed standards. The standards integrate the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) as well as the Sustainability Accounting Standards Board’s industry-based disclosure requirements.
Swiftonomics. Photo courtesy of Dominic Hampton, unsplash
July 13, 2023
This quarter’s economic perspective of Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) runs the gamut from Harry Markowitz to Taylor Swift.
Light Blue Box with Corporate Engagement Written on It
July 11, 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.
Habitat for Humanity Greater San Francisco April 21, 2023
June 30, 2023
The Bailard Foundation celebrated its fourth anniversary in May. Giving since inception totals over $450,000.

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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.