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

Areas of Focus
  • Investment Consultants
  • Corporate Plans
  • Public Plans
  • Taft-Hartley Plans
  • Healthcare Plans
  • Endowments
  • Foundations
  • Sovereign Wealth Funds
Director

Grant T. Cleghorn
Director of Institutional Sales & Marketing
T: (415) 778-2646
E:

Institutional Sales & Marketing

S. Andrew Saeta
Institutional Sales & Marketing
T: (415) 778-2650
E:

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

Investment Professionals

Areas of Focus
  • RIAs
  • Broker-Dealers
  • Wirehouses
  • Banks & Trusts
  • Family Offices
Director

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

Advisor Sales & Marketing

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

Amy V. Phan
Marketing Associate
T: (415) 778-2652
E:

Upcoming 2014 events that Parnassus Investments will be attending or hosting coming soon.

January

 

Semiannual Portfolio Manager Conference Calls

 

 

Parnassus Equity Income Fund

Date: Friday, January 24, 2014
Time: 10:00 AM - 10:30 AM (Pacific Time)
Hosts: Portfolio Managers Todd C. Ahlsten and Benjamin E. Allen
Register here via GoToWebinar

 

Parnassus Fund

Date: Tuesday, January 28, 2014
Time: 11:00 AM - 11:00 AM (Pacific Time)
Hosts: Portfolio Managers Jerome L. Dodson, Ian Sexsmith and Romahlo I. Wilson
Register here via GoToWebinar

 

Parnassus Workplace Fund

Date: Tuesday, January 28, 2014
Time: 12:00 PM - 12:30 PM (Pacific Time)
Hosts: Portfolio Manager Jerome L. Dodson
Register here via GoToWebinar

 

Parnassus Small-Cap Fund

Date: Wednesday, January 29, 2014
Time: 10:00 AM - 10:30 AM (Pacific Time)
Hosts: Portfolio Managers Jerome Dodson and Ryan S. Wilsey
Register here via GoToWebinar

 

Parnassus Mid-Cap Fund

Date: Thursday, January 30, 2014
Time: 10:00 AM - 10:30 AM (Pacific Time)
Host: Portfolio Managers Matthew D. Gershuny and Lori A. Keith
Register here via GoToWebinar

 

Parnassus Fixed Income Fund

Date: Thursday, January 30, 2014
Time: 11:00 AM - 11:30 AM (Pacific Time)
Host: Portfolio Manager Samantha Palm
Register here via GoToWebinar

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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