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

Nancy Reyes
Director of Advisor Relations
T: (415) 778-2622

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

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

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

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



FPA Puget Sound Symposium

February 27
Seattle, WA



NAPA 401(k) Summit

March 22-24
San Diego, CA


Financial Research Associates - ESG and Impact Investing

March 30-31
New York, NY

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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