How We Invest
Investment Process
We believe a successful long-term portfolio management approach combines fundamental research with quantitative analysis and risk management. Our in-depth fundamental research is critical in identifying good investment opportunities.
- Fundamental Research. Our investment research philosophy.
- 5-Step Investment Process. Our approach to portfolio management.
- Investment Team. The people managing your money.
Investing Responsibly
At Parnassus, purchasing a company's stock is owning that business. We take our duty of ownership seriously and only invest in companies who act responsibly.
- Socially Responsible Investing. The screening process to select our universe of companies. Our Social Investment Principles talk about our stance on specific issues.
- Parnassus Community Development. Our investments into community development financing.
- Shareholder Advocacy. Working with management to factor in social values in business decisions to effect positive change. We also use our proxy votes on corporate resolutions to impact companies' policies. Read our Case Studies for examples of our shareholder advocacy impact.