Communicating Trust and Credibility in an Age of Volatility

The recent fireside-style conversation hosted by Financial Narrative, informed by Financial Times research, explored credibility and leadership in today’s environment. Our SVP of Marketing & Communications, Erin Randolph, PCM®, joined the panel on behalf of Bailard for a candid discussion with industry peers.


James Pinkerton and Tess Gruenstein, Co-Heads of Bailard Real Estate

Bailard Real Estate Completes Leadership Transition

Bailard’s real estate platform begins 2026 following a carefully planned leadership transition. Effective January 1, Tess Gruenstein and James Pinkerton now serve as co-heads of the platform, succeeding Preston Sargent, who retired as President and CEO of the Bailard Real Estate Fund (BREF) at year-end. The transition followed nine months of planning and implementation that began in the spring of 2025. While Sargent has stepped back from day-to-day responsibilities, he remains involved as a strategic advisor and continues to serve on the Fund’s Board of Directors.

“This was the right move for our real estate team,” said Sonya Mughal, CFA, CEO of Bailard. “Care and discipline are core to how this group works. Tess and James have built their experience at Bailard together over time, and this next step follows naturally from that.”

At a glance
Co-Heads: Tess Gruenstein; James Pinkerton
Gruenstein: Head of Portfolio Management
Pinkerton: Head of Investments
Fund leadership: Co-CEOs, Bailard Real Estate Fund
Effective: January 1, 2026
Continuity: Alex Spotswood (SVP); Preston Sargent (Strategic Advisor)
New hire: Neha Desai (VP, New York)

Leadership Experience and Responsibilities
Gruenstein has been with Bailard for more than a decade and has played a central role in the development and oversight of the firm’s real estate business. As Executive Vice President and Head of Portfolio Management, she oversees portfolio management, fund operations, and compliance, and serves on the firm’s executive leadership team.

Pinkerton’s experience spans property types and market cycles, grounded in years of hands-on work across acquisitions, dispositions, and financings. As Executive Vice President and Head of Investments, he leads transaction activity and execution across Bailard’s real estate platform, with responsibility for acquisitions, research, and institutional business development.

Together, Gruenstein and Pinkerton serve as co-CEOs of BREF, the firm’s open-end, diversified core private real estate fund. Pinkerton also joins the Fund’s Board of Directors.

Depth and Momentum as 2026 Begins
The real estate team’s leadership builds on a year of meaningful investment activity and an experienced bench. Alex Spotswood, Senior Vice President, continues to focus on sourcing acquisitions and driving portfolio management, working closely with Gruenstein and Pinkerton across the investment cycle.

Following his retirement at year-end 2025, Sargent remains involved as a strategic advisor, providing continuity and perspective. The team has also expanded its senior bench with the addition of Neha Desai, Vice President, who joined Bailard in December and is based in New York, extending coverage in a key market.

Taken together, the leadership structure supports consistent decision-making, clear ownership, and a long-term approach to managing real estate investments.

 

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About the Bailard Real Estate Fund
The Fund is an actively managed, open-end core equity real estate vehicle diversified within property type, major metro areas, and investment life cycle. As of December 31, 2025, the Fund’s Gross Asset Value was $1.3 billion, invested in 31 properties across 21 U.S. markets. An investor in the Bailard Real Estate Fund must be an “accredited investor” as defined in Regulation D and provide documentation verifying such status as requested by the Fund.

About Bailard, Inc.
Founded in 1969, Bailard is an independent, values-driven wealth and asset management firm serving individuals, families, and institutions. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, private real estate, and sustainable, responsible, and impact investing. The firm helps clients align their financial goals with their values. Headquartered in the San Francisco Bay Area, Bailard had over $7.7 billion in assets under management as of 12/31/2025. Bailard is majority employee-owned, woman-led, a Certified B Corporation™, and a UN Principles of Responsible Investing signatory.

Disclosures
Bailard, Inc. (Bailard) is the investment and operating manager of the Bailard Real Estate Investment Trust, Inc. (the “Bailard Real Estate Fund” or the “Fund”); Bailard receives annual fees from the Fund, which are based on the Net Asset Value (NAV). As of 12/31/2025, the Fund’s NAV was $1.0 billion. The Fund invests primarily in real estate and, as a result, an investment in the Fund entails significant risks that are customarily associated with the development and ownership of income-producing real estate, including illiquidity, changes in supply and demand, and inexact valuation. The Fund’s shares fluctuate in value and may be illiquid due to a lack of redemption, the lack of a secondary market and restrictions on transfer. Fees and expenses may offset the return on the investment. The Fund may be leveraged. While projections utilized for acquisitions are based on assumptions that Bailard believes are reasonable under the circumstances, they are subject to uncertainties, changes (e.g., changes in public health, economic, operational, political, legal, tax, and other circumstances), and other risks including, but not limited to, future operating results including rents, occupancy, and other property cash flows, and other expenses. Investors may lose all or a substantial portion of their investment. For a more thorough discussion of the fees and the risks involved in making an investment in the Fund, please refer to its Offering Memorandum. Past performance is no indication of future results. All investments have the risk of loss.

 

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IMG: Bailard Again Named a Top Corporate Philanthropist for 2025

Bailard Named a Top Bay Area Corporate Philanthropist

Continuing an upward climb on the San Francisco Business Times list, reflecting a values-driven culture of giving.

 

SAN FRANCISCO – August 7, 2025 – Bailard is honored to be named one of the Top 100 Corporate Philanthropists in the Bay Area 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.

The Corporate Philanthropy Awards shine a spotlight on Bay Area companies that demonstrate a strong commitment to the community through charitable giving and volunteerism. For Bailard, this recognition reflects the firm’s deep-rooted values and the role philanthropy plays in its culture, from the board room to everyday employee life.

“Being named to the Philanthropists’ list for five years running is a meaningful marker of who we are,” said Sonya Mughal, CFA, Chief Executive Officer of Bailard. “It’s about more than generosity. This kind of recognition speaks to consistency, intention, and a culture rooted in values. What stands out most to me is how this team continues to live those values through their actions, year after year.”

IMG: Bailard Again Named a Top Corporate Philanthropist for 2025
L-R: Sonya Mughal, Bailard CEO; Peter Hill and Juan Rascon-Borgia, Bailard Foundation board members.

Bailard employees regularly roll up their sleeves for volunteer efforts, from building playhouses and renovating homes with Habitat for Humanity to mentoring students in financial literacy. These hands-on moments bring the firm’s values to life and connect employees with the communities they serve. Bailard is also grateful to the 360 nonprofit organizations it has supported since the Bailard Foundation’s inception in 2019. Their work inspires continued commitment and deepens the firm’s sense of purpose.

Bailard’s impact is made possible through the combined efforts of Bailard, Inc. and the Bailard Foundation, which focuses on three core areas: affordable housing, homelessness and poverty, and financial literacy. Since its founding in 2019, the Foundation has granted more than $1.25 million, with over 90% benefiting local Bay Area nonprofits. In addition to grants, the Foundation supports employee giving through a matching program and coordinates volunteer events that continue to bring the team together in service.

A group of Bailard employees and Foundation Board members attended the SFBT Corporate Philanthropy Summit last week to celebrate alongside peers and partner organizations. For the team, it was a chance to see Bailard’s values in action and feel part of something bigger than any one firm or initiative.

To learn more about the Bailard Foundation, visit https://bailard.com/bailard-foundation/.

 

About the San Francisco Business Times’ Top Corporate Philanthropists in the Bay Area
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 Corporate Philanthropists in the Bay Area is an annual award, given in July of each year. SFBT recognizes the top 100 for-profit companies and nonprofit healthcare institutions based on the year’s cash donations to charitable organizations across the Greater Bay Area, including the counties of Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma. Bailard ranked #65 in 2025, #71 in 2024, #79 in 2023; #82 in 2022; and #89 in 2021. There was no fee to enter. Please visit the SFBT for more information: https://www.bizjournals.com/sanfrancisco/subscriber-only/2025/08/01/the-top-corporate-philanthropists-in-the-bay-area.html. Past performance is no indication of future results. All investments have the risk of loss.

 

About Bailard, Inc.
Founded in 1969, Bailard is an independent, values-driven firm serving individuals, families, and institutions with comprehensive wealth management and investment strategies across public and private markets. Headquartered in the San Francisco Bay Area, the woman-led, majority employee-owned firm manages over $7 billion in assets as of June 30, 2025. A Certified B Corporation™ and signatory to the UN Principles for Responsible Investing, Bailard combines deep expertise with a long-standing commitment to putting clients first.


Bailard is a 2025 Top Workplace! San Francisco Chronicle

Bailard Named San Francisco Chronicle Top Workplace

Independent by design. Empowered by culture.

 

Bailard multi-year winner, San Francisco Chronicle Top Workplaces 2024-2025SAN FRANCISCO – 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.

At a time when many financial firms are consolidating, Bailard’s independence continues to set it apart. The firm combines the scale to serve a broad range of clients with the agility and personal touch of a closely connected team. That independence also fuels a workplace culture where employees feel heard, make a difference, and are energized by the work they do.

“Our independence has always been a defining trait of Bailard,” said Sonya Mughal, CFA, CEO of Bailard. “It allows us to be nimble, personal, and direct—whether we’re serving clients or supporting each other as colleagues. We don’t have layers of red tape. We have passion, accountability, and the freedom to do what’s right.”

The award is based on confidential survey results gathered by research partner Energage LLC, which measures key drivers of engaged workplace cultures—such as feeling respected, supported, and empowered.

Rooted in its core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard fosters an environment where employees can bring their best thinking to clients and colleagues alike. With this latest recognition, the firm reinforces its position as a rare combination in financial services: an enduring independent firm with a vibrant, values-led culture.

To learn more about opportunities at Bailard, visit https://bailard.com/careers/.

 

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About Bailard, Inc.

Founded in 1969, Bailard is an independent, values-driven firm serving individuals, families, and institutions. The firm delivers comprehensive wealth management alongside institutional investment strategies across public and private markets.

Bailard’s wealth management offering includes personalized financial and wealth planning, investment portfolio management, and advanced strategies for special situations. Its asset management capabilities span domestic and international equities, fixed income, sustainable and responsible investing, private real estate, and customized solutions designed to meet a diverse range of client needs.

Headquartered in the San Francisco Bay Area, Bailard is a majority employee-owned, woman-led firm with $6.5 billion in assets under management as of March 31, 2025. A Certified B Corporation™ and a signatory to the UN Principles for Responsible Investing, Bailard is proudly independent—built to put clients first, with clear values, extensive experience, and a long-standing commitment to accountability.

 

About the San Francisco Chronicle Bay Area Top Workplaces

The San Francisco Chronicle Bay Area Top Workplaces is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage LLC. The 2025 Top Workplaces award was released in May 2025, with responses 103 companies recognized across small, midsize, and large categories. Bailard ranked #1 out of 57 participants in the small company category (fewer than 149 employees). The 2024 Top Workplaces award was released in August 2024, with 117 companies recognized. Bailard ranked #2 out of 65 small companies. These awards and recognitions do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There were no fees to enter. There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss.


Image: Hand with 2025 graphic. Photo by Kelly Sikkema on Unsplash.

Bailard Clears Redemption Queue and Expands Team for 2025 Growth

Bailard advances its efforts to seize opportunities in the evolving real estate market. With a disciplined investment approach and an expanded team, the Bailard Real Estate Fund is positioned for growth in the year ahead…


Bailard Awarded Best Places to Work in Money Management

SAN FRANCISCO – December 9, 2024 – Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money Management by Pensions & Investments. The firm is honored to be ranked fifth in its category (companies with 50-99 employees). This marks the seventh consecutive year that Pensions & Investments has recognized Bailard.

Presented by Pensions & Investments—the global news source for money management and institutional investing—the 13th annual survey celebrates employers who build and sustain exceptional workplace cultures in the money management industry.

Bailard’s culture, rooted in its core values of accountability, compassion, courage, excellence, fairness, and independence, shapes both meaningful client relationships and an environment where employees thrive.

“Earning this recognition again highlights the culture we’ve built together at Bailard. It’s an environment shaped by our core values and energized by the dedication of our team. Together, we remain focused on serving our clients and making a positive impact,” remarked Sonya Mughal, CFA, Bailard’s Chief Executive Officer.

Julie Tatge, Pensions & Investments Editor-in-Chief, commended the winners, “As their employees attest, the companies named to this year’s Best Places to Work list demonstrate a commitment to building and maintaining a strong workplace culture. In doing so, they’re helping their employees, clients, and their businesses succeed.’’

Pensions & Investments partnered with Workforce Research Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first phase evaluated workplace policies, practices, philosophy, systems, and demographics, representing 20% of the total evaluation. The second phase measured the employee experience through a survey, contributing 80% of the total score. Combined scores determined the final rankings.

Discover the full list of winners and explore profiles of the top firms across size categories at http://www.pionline.com/BPTW2024.

 

About Bailard, Inc.

Founded in 1969, Bailard is an independent, values-driven wealth and asset management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable, responsible and impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area, with over $6.4 billion in assets under management as of 9/30/2024, Bailard is a majority employee-owned, woman-led firm, Certified B Corporation™, and UN Principles of Responsible Investing signatory.

About Pensions & Investments’ Best Places to Work in Money Management

Pensions & Investments, owned by Crain Communications Inc., is the 50-year-old global news source for money management and institutional investing. P&I released the 2024 ranking in December 2024. Participating firms must have at least 20 U.S.-based employees, $100 million of discretionary institutional assets under management or advisement, and a minimum of one year in business. This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. There was no cost for Bailard to enter. In 2024, 113 firms were ranked, with 27 managers recognized in Bailard’s category of 50 to 99 employees. For 2023, 2022, 2021, 2020, 2019, and 2018, there were 123, 100, 76, 94, 76, and 69 firms ranked, respectively.


Bailard Named one of San Francisco Business Times' Top Corporate Philanthropists

Bailard Recognized as a Top Corporate Philanthropist

Bailard Named SFBT Top Corporate Philanthropist

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. This year, Bailard earned 71st place, climbing eight spots from its position last year and once again joining esteemed Bay Area companies such as Google, Salesforce, and the San Francisco 49ers.

The Corporate Philanthropy Awards celebrate the Bay Area’s most generous corporate citizens, recognizing companies that give their time, talent, and resources to their communities. The annual list ranks the 100 top corporate philanthropists based on local cash giving and includes for-profit companies and nonprofit healthcare organizations that support Bay Area-based charitable organizations in the counties of San Francisco, San Mateo, Alameda, Contra Costa, Marin, Napa, Santa Clara, Solano, and Sonoma. This year’s honorees were recognized at the Corporate Philanthropy Summit on July 25.

“Philanthropy has been integral to Bailard’s identity since its founding,” said Bailard’s Chief Executive Officer, Sonya Mughal. “Recognition as a top Bay Area philanthropist for the fourth consecutive year highlights the team’s commitment to our core values—accountability, courage, excellence, fairness, independence, and most of all, compassion. I am incredibly proud of our team’s dedication to making a meaningful impact in our community and improving the lives of those around us.”

The recognition highlights the efforts of both Bailard, Inc. and the Bailard Foundation. Earlier this month, Bailard proudly announced its Bailard Foundation reached $1 million in grants and donations distributed in its first five years. As of June 30, 2024, the Bailard Foundation has distributed $1,008,037 since its inception in June 2019, with over 90% directly benefitting the local Bay Area community.

The Bailard Foundation focuses on three core areas: affordable housing, homelessness & poverty, and financial literacy. In addition to aiding non-profit organizations selected by the Bailard Foundation Board, the Foundation also offers an employee matching program for charitable endeavors about which Bailard’s employees are passionate. To learn more about the Bailard Foundation, please visit our website here. Dive deeper into Bailard’s dedication to impact here.

 

On the Foundation board of directors are friends of Bailard—including chairperson Terri Bailard, widow of firm co-founder Tom Bailard—and current employees.

 

About Bailard, Inc.

Founded in 1969, Bailard is an independent, values-driven wealth and asset management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with $6 billion in assets under management as of June 30, 2024, Bailard is a majority employee-owned and women-led firm, Certified B Corporation™, and a Principles of Responsible Investing signatory.

About the SFBT Top Corporate Philanthropists

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 2024, July 2023, July 2022, and July 2021. Each year, 100 firms appeared in the San Francisco Business Times list. Bailard ranked #71 in 2024, #79 in 2023; #82 in 2022; and #89 in 2021. There was no fee to enter. Bailard, Inc. received this award; almost all donations from Bailard are given through the Bailard Foundation, except for 4% in 2023; 2% in 2022; and 4% in 2021.


The Bailard Foundation Distributes $1M in its First Five Years

Through the Foundation and volunteer events, Bailard, Inc. continues to prioritize and support community impact

 

SAN FRANCISCO – July 17, 2024 – Bailard, Inc., an independent wealth and asset management firm in the San Francisco Bay Area, proudly announces that 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.

“Reaching the $1 million mark is such a momentous milestone for the Foundation and the firm,” said Sonya Mughal, CEO of Bailard. “Through the Foundation, we’ve been able to make a real impact on the local community through causes that are dear to the hearts of our firm and employees. Bailard, for decades, has been devoted to bettering the community around us and giving back to those less fortunate, and the Foundation serves as a pillar of that commitment. I’m thrilled to see the good that it has already accomplished and look forward to all that it will accomplish in the future.”

The Bailard Foundation focuses on three core areas—affordable housing, homelessness & poverty, and financial literacy— which, to date, the Foundation has given $617,185. Beyond this focus, the Foundation offers an employee charitable matching program and continues to support long-standing community partnerships that pre-date its creation. Bailard also organizes frequent employee volunteer opportunities in the community, a practice that also pre-dates the Foundation’s creation.

Bailard launched the Foundation to formalize the firm’s decades-long dedication to giving back and to correspond with the 50th anniversary of the company’s founding in 2019.

“During my nearly 30 years at Bailard, I’ve seen how important giving back has been to the firm and its employees,” said Kim Aquino, CFP®, a Senior Vice President with Bailard and a member of the Foundation’s board of directors. “Launching the Foundation was such a natural step for Bailard and its values-driven, compassionate culture.  Achieving the $1M mark shows how deeply Bailard and our employees care, not just about one another and our clients, but also the greater community. It’s been a real honor to serve on the board and act as a catalyst on behalf of the firm.”

Earlier this year, Bailard, Inc. announced its certification as a B Corporation™. Bailard, Inc. has also been named a Top 100 Corporate Bay Area Corporate Philanthropist by the San Francisco Business Times each of the last four years, from 2021 – 2024.

About Bailard, Inc.

Founded in 1969, Bailard is an independent, value-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long-term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable, responsible, and impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $6.2 billion in assets under management as of 6/30/2024, Bailard is a majority employee-owned and women-led firm, a Certified B Corporation™, and a Principles of Responsible Investing signatory.

On the Foundation board of directors are friends of Bailard—including chairwoman Terri Bailard, widow of firm co-founder Tom Bailard—and current employees.

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, Inc. by the San Francisco Business Times in July 2023, July 2022, and July 2021. Each year, 100 firms appeared in the San Francisco Business Times list. Bailard ranked #79 in 2023; #82 in 2022; and #89 in 2021. The 2024 rankings list has not yet been announced but will be announced by the publication later this month. There was no fee to enter. Bailard, Inc. received this award; almost all donations from Bailard are given through the Bailard Foundation, except for 4% in 2023; 2% in 2022; and 4% in 2021.

 

All investments have the risk of loss. This is not a recommendation of, or an offer to sell, or solicitation of an offer to buy any particular security, strategy, or investment product.

 


Certified B Corporation (TM)

Bailard Achieves B Corp™ Certification

San Francisco, CA – 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.

“Our recent certification as a B Corporation reaffirms Bailard’s commitment to values-driven wealth and asset management, and the principles ingrained in our company since its founding over 50 years ago,” said Michael Faust, CFA, President of Wealth Management. “The rigorous certification process is a proof point that, at Bailard, we ‘walk the talk,’ too. Our dedication to making a positive impact is not just rhetoric but a reflection of the values that guide our team every day.”

Bailard’s certification places it among the distinguished cohort of over 3,500 certified B Corps worldwide, recognized for meeting B Lab’s stringent standards of verified social and environmental performance, public transparency, and legal accountability emphasizing the delicate balance between profit and purpose.

The firm integrates B Corp principles into various facets of its business, guiding clients in aligning portfolios with their values, fostering a strong and award-winning company culture, and championing responsible and impact investing. Bailard also actively pursues initiatives to enhance office efficiencies and, in 2019, established the Bailard Foundation to contribute to the betterment of the communities it serves.

CEO Sonya Mughal, CFA, emphasized, “Choosing to pursue B Corp Certification was a natural step for Bailard; it aligns seamlessly with the values that have guided us for decades. We can hold ourselves accountable through the independent verification and public transparency, and also lead by example as we prioritize a culture of responsible business practices and continuous improvement.”

For those seeking wealth and asset management aligned with values and a commitment to positive impact, Bailard invites you to explore the possibilities. Learn more about our B Corp journey at www.bailard.com/bcorp and discover how we’re redefining excellence in financial services.

 

About Bailard, Inc.

Founded in 1969, Bailard is an independent, value-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable, responsible and impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $5.8 billion in assets under management as of 12/31/2023, Bailard is a majority employee-owned and women-led firm, a Certified B Corporation™, and a Principles of Responsible Investing signatory.


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