Bailard Wins a 2018 Pensions & Investments Best Places to Work in Money Management Award
December 10 2018 - 2:27PM
Business Wire
Bailard, Inc., a boutique asset and wealth management firm based
in California, has earned a Pensions & Investments 2018 Best
Places to Work in Money Management award, announced today.
Presented by Pensions & Investments, the global news source
of money management, the awards program, now in its sixth year, is
dedicated to identifying and recognizing the best employers in the
money management industry. Feedback from both employees and their
firms was collected and analyzed by an independent research firm
specializing in identifying great places to work. Bailard’s
employee feedback was overwhelmingly positive, highlighting the
firm’s opportunities for growth, open communication and ethical
decision-making.
“Bailard’s company culture is a particular point of pride for
us, as it informs not only our relationships with each other but
also our relationships with our clients,” said Peter Hill,
Bailard’s chairman and CEO. “Bailard was founded on values of
openness, fairness, excellence and courage, and we uphold that
legacy today in all areas of the firm. Our employees can feel our
positive culture when they walk the hallways; our clients can feel
it each time we go the extra mile to serve them.”
“Many may think that company culture is a ‘nice-to-have’ but
here at Bailard, we understand that it is the foundation upon which
a strong, stable business is built,” said Sonya Thadhani Mughal,
Bailard’s chief operating officer and chief risk officer. “We never
had to create a special diversity and inclusion initiative, because
we’ve always been that way. The industry has had to play catch up;
we’ve steadily continued on our path.”
“Again this year, it is clear that what makes firms great
employers isn't necessarily about money management in particular.
Many firms were cited for their culture and benefits,” said P&I
editor Amy B. Resnick. “Employees at these top-ranked firms most
often cited their colleagues, the firm’s culture and the benefits
as the things that make it a great place to work.”
For a complete list of the 2018 Pensions & Investments Best
Places to Work in Money Management winners and write-ups, go to
www.pionline.com/BPTW2018.
About Bailard, Inc,
With 50 years of experience, Bailard is an independent, boutique
asset and wealth management firm that combines proven, proprietary
methodologies with innovative new strategies to drive success for
clients. The firm’s wealth management team creates bespoke
financial plans that grow with a client’s individual goals over
time, with offerings that include differentiated strategies in real
estate and socially responsible impact investing, as well as
flagship equity strategies. Bailard’s institutional asset
management offerings span single asset-class strategies where
Bailard’s best-in-class research team has unearthed a definable
advantage.* With $3.8 billion AUM as of September 30, 2018,
Bailard’s high-touch client service and proven track record are
grounded in the firm’s core values of openness, fairness,
excellence and courage. To learn more about Bailard, please visit:
https://www.bailard.com/.
* All investments involve a risk of loss. There is no guarantee
any strategy will achieve its objectives. Bailard will not offer
advice in any jurisdiction where it is prohibited from doing so.
Real estate strategies have significant specific risks and are not
appropriate for all investors. The application of various
environmental, social and governance screens may result in the
exclusion of securities that might otherwise merit investment,
potentially adversely affecting performance.
About Pensions &
Investments
Pensions & Investments, owned by Crain Communications Inc.,
is the 45-year-old global news source of money management. P&I
is written for executives at defined benefit and defined
contribution retirement plans, endowments, foundations and
sovereign wealth funds, as well as those at investment management
and other investment-related firms. Pensions & Investments
provides timely and incisive coverage of events affecting the money
management and retirement businesses. Visit Pensions &
Investments at www.pionline.com.
About 2018 Pensions & Investments’
Best Places to Work in Money Management
Pensions & Investments partnered with Best Companies Group,
an independent research firm specializing in identifying great
places to work, to conduct a two-part survey process of employers
and their employees.
The first part consisted of evaluating each nominated company's
workplace policies, practices, philosophy, systems and
demographics. This part of the process was worth approximately 25%
of the total evaluation. The second part consisted of an employee
survey to measure the employee experience. This part of the process
was worth approximately 75% of the total evaluation. The combined
scores determined the top companies.
To be eligible for consideration, companies must meet the
following criteria: be a for-profit or not-for-profit business or
public agency; have a facility in the United States, have a minimum
of 20 full and/or part-time employees working in the United States,
have been in business for a minimum of one year, and have at least
$100 million of discretionary assets under management.
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. This year, a total of 69
firms were placed on the Pensions & Investments Best Places to
Work in Money Management list. Nineteen managers were recognized in
Bailard’s category of 50 to 99 employees.
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Emma ClarkeVested for
Bailardbailard@fullyvested.com917-765-8720