News & Insights

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).

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 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.

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.

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.

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.

A brief diving into the importance of analyzing and collecting emissions data from investments.

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.

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.

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.

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.

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.

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.

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.

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.

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.