Bailard Earns Recognition for Workplace Excellence
Bailard, an independent asset and wealth management firm, has recently achieved a remarkable milestone by being named among the 2024 Best Places to Work in Money Management. This prestigious recognition from Pensions & Investments highlights the firm’s commitment to fostering a superior workplace culture.
Consistent Honor for Bailard
This accolade is particularly significant as it marks Bailard's fifth position within its category, denoting companies with 50 to 99 employees, and represents the seventh consecutive year the firm has received this honorable mention. The annual ranking is a testament to the firm's dedication to creating an exceptional work environment.
Cultural Values Driving Success
The core culture at Bailard is grounded in values such as accountability, compassion, courage, excellence, fairness, and independence. These guiding principles not only enhance client relationships but also establish a thriving environment for employees, fostering a sense of community and shared purpose.
Leadership Responses to Recognition
Sonya Mughal, CFA and Bailard's Chief Executive Officer, expressed her gratitude regarding this recognition. She stated, “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.”
Insights from Industry Leaders
Julie Tatge, Editor-in-Chief of Pensions & Investments, shared her thoughts, commending all the companies acknowledged in the winners' list. She stated, “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.”
Research Behind the Rankings
The process for determining the Best Places to Work is rigorous and thorough. Pensions & Investments partnered with Workforce Research Group to conduct a two-part survey. This involved evaluating workplace policies, practices, and employee experiences, among other factors. These elements combined to produce the rankings, reflecting not just the company’s framework but also how employees perceive their experience.
About Bailard: Vision and Values
Founded in 1969, Bailard is a values-driven firm providing wealth and asset management solutions for individuals, families, and institutions. With over $6.4 billion in assets under management, Bailard specializes in various investment avenues, including domestic and international equities, fixed income, and private real estate. As a Certified B Corporation™ and a signatory of the UN Principles of Responsible Investing, Bailard places a strong emphasis on aligning financial strategies with personal values.
About Pensions & Investments
Pensions & Investments has been a prominent source of news in the money management and institutional investment landscape for over 50 years. Their Best Places to Work in Money Management listing aims to acknowledge firms that uphold exceptional workplace environments. To qualify, firms need to possess a minimum of 20 U.S.-based employees and $100 million in discretionary institutional assets.
Frequently Asked Questions
What is Bailard recognized for?
Bailard is recognized for being one of the Best Places to Work in Money Management for 2024, particularly for its exceptional workplace culture.
How many years has Bailard received this recognition?
Bailard has received this recognition for seven consecutive years.
What values shape Bailard’s workplace culture?
Bailard’s workplace culture is shaped by values including accountability, compassion, courage, excellence, fairness, and independence.
Who is the Chief Executive Officer of Bailard?
The Chief Executive Officer of Bailard is Sonya Mughal, CFA.
How are the Best Places to Work rankings determined?
The rankings are determined based on comprehensive evaluations of workplace policies and employee experiences conducted by Workforce Research Group.
