Annalise Durante
Senior ESG Analyst and Investment Counselor at Bailard, Inc.
About
Annalise Durante is a Vice President, Senior ESG Analyst, and Investment Counselor at Bailard, Inc., based in Vail, Colorado. In this role, she leads research for the Sustainable, Responsible, and Impact Investing (SRII) group, contributes to thought leadership and corporate engagement, and manages client relationships emphasizing ESG integration and impact investment strategies. Her responsibilities include implementing investment strategies that align with both financial goals and positive societal or environmental outcomes, and providing guidance on sustainable portfolio construction.
Durante specializes in the development and oversight of investments across public equities and fixed income, with a focus on sectors such as decarbonization, renewable energy, financial inclusion, and other impact themes. She is notably involved in the management and research of Bailard’s Broad Impact strategy, which invests in companies and bonds that deliver measurable environment or social benefits, including green bonds and social impact bonds. Her expertise extends to identifying investments that address key global challenges, such as climate change and poverty, and ensuring portfolio alignment with ESG best practices.
Earlier in her career, Annalise served as a Senior ESG Analyst and Portfolio Associate at Bailard, and was a Fellow at ImpactSpace where she advanced impact investment research. She holds a BSBA in Finance from the University of Miami – School of Business and is a CERTIFIED FINANCIAL PLANNER™. Her decade-long career combines financial acumen with demonstrated leadership in sustainable and impact investing, and she has made meaningful contributions to expanding investment accessibility and rigorous ESG impact measurement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bailard, Inc. | Senior ESG Analyst and Investment Counselor | Jan 2023 to Present | — |
| Bailard, Inc. | Senior ESG Analyst and Portfolio Associate | Jun 2017 to Dec 2021 | — |
| ImpactSpace | Fellow | Jan 2017 to May 2017 | — |
| Points of Light | Fellow with the Civic Accelerator | Jan 2017 to May 2017 | — |
| Citi | Private Banking Analyst | Jun 2014 to Jul 2016 | • One of sixteen analysts chosen in North America for Citi’s two-year rotational analyst program, Class of 2014
• Had rotations with investment teams, Traditional Investments, banker teams, the Family... |
| First Trust | Intern | Jun 2012 to Aug 2012 | — |
| UBS | Wealth Management Intern | Feb 2012 to May 2012 | — |
Education
University of Miami - School of Business
BSBA, Finance
2010 — 2014
Skills & Expertise
Others at Bailard, Inc. (16)
| Name | Role | Location |
|---|---|---|
| Senior Vice President, Acquisitions and Portfolio Management | CA , United States | |
| Senior Vice President, Investment Counselor | San Mateo, CA , United States | |
| Vice President, Investment Counselor | Encinitas, CA , United States | |
| Chief Investment Officer | Berkeley, CA , United States | |
E Eric Greco | Equity Analyst - FinTech and eCommerce | United States |
| Chief Investment Officer | San Mateo, CA , United States | |
| Senior Vice President, Portfolio Manager Sustainable, Responsible and Impact Investing Group | San Mateo, CA , United States | |
G Glenn Davis | Sr. Vice President, Head Trader | San Mateo, CA , United States |
| Senior Equity Analyst | CA , United States | |
| Senior Vice President, Aquisitions and Portfolio Management | San Francisco, CA , United States |