Bailard Wins a 2018 Pensions & Investments Best Places to Work Award

December 10, 2018

FOSTER CITY, Calif.-- 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.

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.”