Institutional Investors

Institutional Investors

Institutional investors can access the Parnassus Funds through a variety of institutional intermediaries and platforms. Corporate, public and Taft-Hartley plans, foundations and endowments, as well as healthcare, educational, religious and charitable organizations have been important clients of Parnassus Investments for over 25 years. We work closely with institutional consultants and advisers who introduce us to their clients, measure our performance, and help explain our philosophy and process.

Institutions & Investment Professionals

  • Investment Consultants
  • Retirement Plans
  • Endowments & Foundations
  • Sovereign Wealth Funds
  • RIAs
  • Broker-Dealers
  • Wirehouses
  • Banks & Trusts
  • Family Offices

Joe Sinha
Director of Sales and Marketing
T: (415) 778-2678
E:

Vidya K. Nathu
Manager of Advisor Relations
T: (415) 778-2634
E:

Natasha L. Watts
Institutional Sales & Marketing
T: (415) 778-2621
E:

Aida Diaz Nunez
Marketing Associate
T: (415) 778-2652
E:

Upcoming 2015 events that Parnassus Investments will be attending or hosting coming soon.

February

 

FPA Puget Sound Symposium

February 27
Seattle, WA
www.chapters.onefpa.org/pugetsound

March

 

NAPA 401(k) Summit

March 22-24
San Diego, CA
www.napasummit.org

 

Financial Research Associates - ESG and Impact Investing

March 30-31
New York, NY
www.frallc.com/conference.aspx

If you are an investment professional and would like to receive institutional email updates from Parnassus Investments, please provide the requested information below. We typically send 2-3 emails per quarter.

Institutional Email Updates Include:

  • Quarterly Updates - portfolio manager commentary, fact sheets and performance
  • Parnassus Digests - quarterly research insight from our investment team
  • Conference Calls - notification of upcoming conference calls with our portfolio managers
  • Announcements - firm news and updates

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