Bailard Wins San Francisco Business Times Corporate Philanthropy Award

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Bailard Ranks in Top 100 Bay Area Corporate Philanthropists

FOSTER CITY, Calif., August 11, 2022--(BUSINESS WIRE)--Bailard announced today that it has been ranked in the San Francisco Business Times’ 2022 Top 100 Bay Area Corporate Philanthropists List. The Corporate Philanthropy program celebrates the Bay Area’s most generous corporate citizens and recognizes those companies that also give their time, talent, and resources to their community.

Bailard’s ranking among the top corporate philanthropists—joining firms like Google and Genentech—is yet another proof point for the firm’s robust approach to corporate governance and responsibility. Bailard is values-driven, and fiercely committed to its core tenets of accountability, compassion, courage, excellence, fairness, and independence. These values relate not only to client service but also to the firm’s fundamental business practices, employee experience, and its commitment to the community.

"Bailard’s generosity helps to raise the bar on corporate philanthropy and inspires more giving," said Mary Huss, Publisher of the San Francisco Business Times. "Their participation in this program helps challenge others to do more."

The annual list from the San Francisco Business Times recognizes the 100 top corporate philanthropists 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.

"In my role, I am consistently in awe of our team’s commitment to supporting our community, and their ability to find ways to give back to those in need," said Chief Executive Officer, Sonya Mughal, CFA. "In addition to monetary contributions, our team also has a passion for volunteering as well as supporting our clients’ philanthropic goals."

This recognition builds on the firm’s commitment to the Bailard Foundation, which recently released its annual update reporting on the Foundation’s service to Bailard’s community and its values.

About Bailard, Inc.

Founded in 1969, Bailard is an independent 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 ESG expertise. Through it all—and in line with its core principles and strong ESG mindset—Bailard works with clients to align their financial goals with their values. With $5.0 billion in assets under management as of 6/30/2022, Bailard is a majority employee‐owned and women‐led firm, and a Principles of Responsible Investing (PRI) signatory. A values‐driven firm based in the San Francisco Bay Area, Bailard has its own private charitable foundation and is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.

ABOUT THE CORPORATE PHILANTHROPY AWARDS:

For 22 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. Each year the list is unveiled at the San Francisco Business Times’ Corporate Philanthropy Awards event. 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. All for-profit companies – whether public or private – along with nonprofit health care organizations were eligible. Companies were required to provide a detailed breakdown of philanthropic contributions. This list ranks companies by dollar value of cash contributions made to Bay Area-based charities in the following counties: Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma. 100 firms appeared in the San Francisco Business Times list. Bailard ranked #82. There was no fee to enter. See the ranking list here.

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Contacts

Media
Caroline Andrews
651-271-8176
Bailard@fullyvested.com