In the beginning, socially responsible investment firms (SRI/ESG) avoided Big Tobacco because the product was damaging to individuals and society, and the industry’s targeting of the poor and young was seen as beyond the pale. It was a moral stand. By the 1990s, this sentiment began to trickle up to institutional investors.
Recent Insights
The Federal Government Ends DEI: What Does That Mean for the Private Sector?
A brief on the history on affirmative action and how factors of today's world are affecting companies and people alike.
March 18, 2025
Country Indices Flash Report – February 2025
Developed markets posted strong returns, driven by local share price gains and a weaker dollar. Uncertainty around Trump administration policy may be pressuring the dollar and boosting gold. EAFE’s early-year outperformance vs. the U.S. index is the largest in 30 years.
February 28, 2025
Bailard CEO, Sonya Mughal’s 30-Year Journey
Coining it as "one of the luckiest moments" of her life, Bailard CEO, Sonya Mughal, CFA shares her remarkable career path with Bailard, her passion for principled leadership, and her thoughtful advice for others navigating their own professional journeys.
February 18, 2025
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