Our desire to create impact is a driving force in how we hire, how we work with our clients to achieve their goals, and how we view the investment landscape. It also inspires us to serve the communities in which we live, work, and engage.
Investing
To create positive change, we work with corporations in our investment portfolios to improve their societal and environmental impact, and engage in thought leadership. Many of our portfolios are tilted away from companies with egregious corporate behavior that negatively impact society. To enact further impact on the behalf of our clients, our Sustainable, Responsible and Impact Investing portfolios are built to align more closely with client values.
Community
Giving back to the community has been in our DNA since our founding over 50 years ago. We launched the Bailard Foundation to formally support initiatives that help improve the communities in which we live, work, and engage. The Bailard Foundation targets three grant initiatives—affordable housing, homelessness & poverty, and financial literacy—in the San Francisco Bay Area and beyond. And, we’re honored to help to make a difference. Bailard has been recognized as one of the Top 100 Corporate Philanthropists in the Bay Area by the San Francisco Business Times from 2021 - 2025.*
Employees
Bailard has long fostered a diverse and credentialed culture. For decades, the firm has practiced championing our colleagues on merit regardless of identity, valuing diversity of thought, welcoming individuals from across the globe, and supporting women in the workplace. Of our 74 employees, 43% are women and women represent 47% of VPs and above. Importantly, we recognize that diversity, equity, and inclusion (DE&I) is a continuous effort that is neither complete nor finished. We strive for improvement and have been keen to build upon our strong foundation by partnering with BIPOC hiring organizations and college job fairs, as well as offering our employees DE&I learning opportunities, including unconscious bias training.
Outreach
By engaging with companies directly, and by supporting the work of our partner stakeholders, we seek to create outcomes beneficial to both shareholders and society.
STAKEHOLDER RELATIONSHIPS
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Engaging through Thought Leadership and Impact Initiatives
We view thought leadership as a means to push innovative and thought-provoking ideas for the industry, world, and individuals in an endeavor to create change. We invite you to sample some of our work to engage through thought leadership, as well as some of our recent news regarding Bailard’s impact.
Defense Tech & The Impact on Faith-Based Investing
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.
For-Profit Healthcare Issue Brief
The For-Profit Healthcare industry is a complex dynamic. Explore the benefits, drawbacks, and ethical questions it raises.
Defense Tech: It’s hard to tell the swords from the plowshares
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.
All investments have the risk of loss. There is no guarantee any Bailard account or strategy will achieve its investment objectives. The application of various environmental, social and governance screens as part of a socially responsible investment strategy may result in the exclusion of securities that might otherwise merit investment, potentially resulting in higher or lower returns than a similar investment strategy without such screens.
* These awards and recognitions do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. About the Corporate Philanthropy Awards: For 24 years, the San Francisco Business Times has published the Corporate Philanthropists List. The list features 100 top corporate philanthropists in the Bay Area ranked by local cash giving. It includes for-profit companies and nonprofit health care organizations that made contributions to Bay Area-based charitable organizations in the following counties: San Francisco, San Mateo, Alameda, Contra Costa, Marin, Napa, Santa Clara, Solano, and Sonoma. The Corporate Philanthropy Awards program was founded in partnership with Northern California Grantmakers. A portion of the proceeds goes to NCG to fund the Corporate Philanthropy Institute, with the mission to educate more companies about effective giving and best philanthropy practices. The aim is to honor those who give the most and in doing so to help raise the bar and inspire more giving. This achievement does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. The San Francisco Business Times Top 100 Bay Area Corporate Philanthropists is an annual award, given to Bailard by the San Francisco Business Times in July 2025, July 2024, July 2023, July 2022, and July 2021. Each year, 100 firms appeared in the San Francisco Business Times list. Bailard ranked #65 in 2025, #71 in 2024, #79 in 2023; #82 in 2022; and #89 in 2021. There was no fee to enter.
Statistics as of June 30, 2025. The Bailard Foundation has a board of directors that is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features both friends of Bailard, Inc. and employees.