Thought Leadership Highlights

Published in The Journal of Impact and ESG Investing, "From SRI to ESG: The Origins of Socially Responsible and Sustainable Investing"

It may be surprising to some that SRI has been around for decades, and ESG arrived in the mid-2000s. Inside this research paper published in The Journal of Impact and ESG Investing, “From SRI to ESG: The Origins of Socially Responsible and Sustainable Investing,” Bailard’s Blaine Townsend, CIMC®, CIMA®, EVP and Director of Sustainable, Responsible and Impact Investing, explores the history of SRI and ESG investing.

Published in Fast Company, "Your thinking about ESG is all wrong. Here’s what it’s really about"

In a byline published in Fast Company, Blaine Townsend, EVP and Director of Sustainable, Responsible and Impact Investing at Bailard, penns “Pushback from policymakers on ESG are conflating certain social issues in society with ESG investing. But ESG is not about ideology; rather, ESG is about data. Attacks on ESG lean heavily on false economics and myths.”

Responsibility in Business Does Matter

In the spring of 1972, the heads of Alcoa, General Motors, and U.S. Steel formed Business Roundtable (BR) – a not-for-profit trade organization for big business in America. For the next half century, BR advocated for lower taxes, weaker labor unions, and free-trade agreements. It opened its arms and warmly embraced economist Milton Friedman’s ethos that maximizing shareholder value was the prima facie of a capitalist democracy. Then, something funny happened on the way to the second decade of this century. BR issued a statement, signed by all the 181 CEO members, which said looking at broader stakeholder issues was actually the prudent thing to do.

April 2, 2024
The “weight loss” drug Ozempic burst onto the scene in 2023 as a juggernaut winner for Danish drug maker Novo Nordisk. What began as a drug to treat Type 2 diabetes, however, soon proved efficacious to treat a much more widespread problem: obesity. That left Novo Nordisk in the driver’s seat of a blockbuster “off-label” drug. The challenge for Novo is making sure patients with Type 2 diabetes aren’t left on the side of the road.
Light Blue Box with Corporate Engagement Written on It
April 1, 2024
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
Light Blue Box with Corporate Engagement Written on It
January 22, 2024
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
Light Blue Box with Corporate Engagement Written on It
October 26, 2023
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
October 13, 2023
Annalise Durante, Senior ESG Analyst and Investment Counselor, provides perspective on the indispensable role of impact investing in directing capital towards societal and environmental betterment.
August 28, 2023
On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS Foundation, the non-profit, public-interest arm of the ISSB. The standards were launched at COP26 with the purpose of establishing a global baseline of sustainability-related disclosure standards. As the governing body of the International Accounting Standards Board, the IFRS Foundation should be well-positioned to oversee global standards. The International Accounting Standards Board determines the accounting rules for financial statements of public companies used by most developed countries. The release of these standards followed a comprehensive consultation period that allowed global stakeholders to weigh in on the proposed standards. The standards integrate the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) as well as the Sustainability Accounting Standards Board’s industry-based disclosure requirements.
July 28, 2023
On June 26, 2023, the International Sustainability Standards Board (ISSB) released its much anticipated inaugural sustainability standards. The standards were launched by the IFRS Foundation, the non-profit, public-interest arm of the ISSB. The standards were launched at COP26 with the purpose of establishing a global baseline of sustainability-related disclosure standards. As the governing body of the International Accounting Standards Board, the IFRS Foundation should be well-positioned to oversee global standards. The International Accounting Standards Board determines the accounting rules for financial statements of public companies used by most developed countries. The release of these standards followed a comprehensive consultation period that allowed global stakeholders to weigh in on the proposed standards. The standards integrate the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) as well as the Sustainability Accounting Standards Board’s industry-based disclosure requirements.
Light Blue Box with Corporate Engagement Written on It
July 11, 2023
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
June 9, 2023
This Issue Brief explores tax avoidance by corporations, and reporting initiatives to help with tax transparency.
Light Blue Box with Corporate Engagement Written on It
April 12, 2023
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues.
March 20, 2023
Blaine Townsend, director of Bailard, Inc.'s SRII group says attacks on ESG lean heavily on false economics and myths.
February 17, 2023
While ESG has become mainstream, it has become a much more polarized political issue in the United States.
February 12, 2023
Bailard’s Sustainable, Responsible and Impact Investing (SRII) team supports the seventeen Sustainable Development Goals (SDGs) of the United Nations 2030 Agenda for Sustainable Development.
January 18, 2023
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues. Here is our Q1 2023 Update.
December 30, 2022
McKenzie Fulkerson-Jones, ESG Analyst, explains the key facets of the landmark agreement that emerged from the United Nations Biodiversity Conference.
October 14, 2022
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and governance (ESG) issues. Here is our Q4 2022 Update.

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All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Please see each full insight post for its respective disclosures.