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Bailard in Pensions & Investments, “GenAI is an accelerant to cybersecurity threats — here’s where the opportunity lies for institutional investors”
Generative Artificial Intelligence, or "GenAI," has captured the world's imagination. We have written extensively on the trend and believe it will catalyze a sharp increase in productivity of knowledge workers. We are already seeing strong evidence of impact in several industries. Unfortunately, we also believe GenAI will serve as an accelerant to cybersecurity threats. Like strong winds in a forest fire, this will further enflame an already roiling threat landscape, enhancing the need for cybersecurity solutions and serving as a tailwind to cybersecurity demand.
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.
June 17, 2024
Consumer sentiment is more negative today than it was during the Great Financial Crisis in 2008. Could the difference be the rise of social media’s influence? Read more about algorithm insights penned by Blaine Townsend, CIMC®, CIMA®, EVP/Director, Sustainable, Responsible and Impact Investing, and published by Kiplinger,
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.
June 5, 2024
Bailard, an independent wealth and asset management firm, is honored to announce its inclusion in Worth's prestigious list of Leading Advisors for 2024.
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
Bailard’s Micro Cap Value Strategy has been recognized as Manager of the Decade and Bull/Bear Masters in the Micro Cap Value Universe in the PSN Top Guns list as of Q4 2024. The PSN Top Guns List for top performance in separate accounts, managed accounts, and managed ETF strategies.
March 26, 2024
Bailard is thrilled to announce its inclusion in the PSN Top Guns List for top performance in separate accounts, managed accounts, and managed ETF strategies for the fourth quarter of 2023. This recognition, presented by Zephyr, highlights the achievements of product offerings within the PSN peer reporting framework. Bailard’s Micro Cap Value, Technology, and Technology & Science strategies achieved notable rankings on the list.
March 21, 2024
The Bailard Technology Strategy was a top performer in Morningstar's Overall U.S. Separate Accounts Category over 1-year period, and Morningstar's Technology Category over 1- and 5-year periods ending December 31, 2023
March 7, 2024
Bailard, a values-driven wealth and asset manager in the San Francisco Bay Area, has once again been named as one of the 2024 Best Places to Work for Financial Advisors by InvestmentNews. The firm was ranked first of 25 firms in its category (companies with 50 or more U.S. employees).
January 18, 2024
Bailard, Inc., an independent wealth and asset management firm, proudly announces its recent certification as a B Corporation™ (B Corp™). This achievement marks a significant stride in the firm’s dedication to values-driven practices that benefit its clients and employees, and the community.
January 2, 2024
Our EVP of Domestic Equities and Head of Technology Investing Dave Harrison Smith, CFA joined a live Yahoo Finance broadcast to discuss his outlook for tech investing in 2024, including what comes next after Generative AI’s initial debut.
December 29, 2023
We have been alerted to a scam involving the impersonation of a senior member of our portfolio management team on WhatsApp. We have reported the issue with law enforcement and with the SEC, and also identified misleading business reviews on Google and Yelp, seemingly related to this scam. Please note that Bailard does not conduct business over social media or social messaging platforms.
December 22, 2023
Bailard, Inc. an independent, values-driven asset and wealth manager in the San Francisco Bay Area, is pleased to announce that its Technology Strategy was a top performer in the Morningstar Technology Category for both the 1-year and 5-year periods ending September 30, 2023.
December 14, 2023
Bailard, a values-driven asset and wealth manager in the San Francisco Bay Area, is recognized as one of the 2023 Best Places to Work in Money Management, announced by Pensions & Investments. The firm is honored to be ranked first in its category (of companies with 50-99 employees).
December 13, 2023
The Wall Street Journal's article featuring Eric Leve, Bailard's Chief Investment Officer, provides a practical perspective on managing cash holdings in the current economic environment. Leve emphasizes the risks of over-reliance on cash and the challenges of trying to time the market, offering guidance for investors aiming to optimize their portfolios.
December 1, 2023
“Envision a financial plan as a garden,” shares our CEO, Sonya Mughal, CFA. “Nobody waters their plants once a year. Meanwhile, an advisor is like a diligent gardener, always available and proactive.” Read Sonya’s full byline in Forbes discussing the importance of revamping your wealth plan throughout the year, and not just before the New Year hits...
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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.