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.

prison cells
December 31, 2025
Read about the link between U.S. prison labor and corporate profit, and how investors can drive meaningful reform.
Financial Planning 2025 Best RIAs to Work for Logo
December 11, 2025
Landing at No. 1, the result reflects something we've built over decades: a culture where talented people want to stay, grow, and do their best work. Long tenure has helped create continuity that clients and partners often value in enduring relationships.
December 8, 2025
Named among Pensions & Investments’ Best Places to Work in Money Management for the eighth year running, our people and their commitment allows us to stay independent and serve clients with real care.
December 2, 2025
What advancing technology and new federal support could mean for the future of nuclear energy in the U.S.
Bailard named to America's Top RIA Firms list by Forbes, 2025
October 30, 2025
From more than 55,000 firm nominations, we are proud to be recognized among Forbes’ America’s Top RIA Firms,
Bailard Named to Barron's Top 100 RIA Firms, 2025
September 30, 2025
Bailard, Inc. has been named to Barron’s list of the Top 100 RIA Firms for 2025, marking our fourth appearance in five years.
stethoscope illustrating healthcare
September 3, 2025
The For-Profit Healthcare industry is a complex dynamic. Explore the benefits, drawbacks, and ethical questions it raises.
Pullquote: "While there has long been a revolving door between defense and government, Defense Tech seems to be arriving on the national scene hand-in-hand with this administration."
August 29, 2025
Defense technology is rapidly shifting from niche to mainstream. Blaine Townsend, Director of SRII at Bailard, explores how innovation, private capital, and government priorities are driving this change—and what it means for investors.
Bailard_Wealth for Good Award Winner 2025
August 27, 2025
This summer brought two honors that speak to who we are at Bailard. The Bailard Foundation was recognized with Best Philanthropic Initiative (Americas) at the global 2025 WealthBriefing Wealth for Good Awards, highlighting our community impact in the Bay Area. And once again, Bailard was named to Financial Advisor Magazine’s Top RIA Ranking, marking our fifth straight year in the Top 100.
IMG: Bailard Again Named a Top Corporate Philanthropist for 2025
August 7, 2025
Bailard is honored to be named one of the Top 100 Bay Area Corporate Philanthropists by the San Francisco Business Times—marking the firm’s fifth consecutive year on the list. Bailard climbed to #65 for 2025, continuing its upward trajectory from #89 in its first appearance in 2021 and joining a distinguished group of honorees including Salesforce, Google, the San Francisco 49ers, and Levi Strauss.
May 29, 2025
Artificial intelligence may soon end animal testing practices if the recent announcement by the Food and Drug Administration (FDA) reaches fruition.
May 29, 2025
Rare earth elements are vital for consumer electronics and defense technologies, and their importance to national security cannot be overstated.
Bailard is a 2025 Top Workplace! San Francisco Chronicle
May 12, 2025
Bailard, an independent wealth and asset management firm, has once again been recognized as one of the San Francisco Chronicle’s Top Workplaces in the Greater Bay Area. Ranked first in the small company category (35-149 employees), this marks Bailard’s second consecutive year on the list—based entirely on employee feedback.
October 24, 2024
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).

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