Our Firm

News & Updates

The latest from us at Parnassus Investments.

Performance data is not current for archived press releases.

January 2017

Parnassus Fund Team Nominated for Morningstar’s 2016 U.S. Domestic-Stock Fund Manager of the Year

Parnassus Investments is pleased to announce that the portfolio management team for the Parnassus Fund (PARNX), which includes Jerome L. Dodson, Ian Sexsmith, CFA and Robert J. Klaber, has been nominated for the Morningstar 2016 U.S. Domestic-Stock Fund Manager of the Year.

January 2017

Benjamin E. Allen Promoted to Parnassus Investments President

Parnassus Investments is pleased to announce the appointment of Benjamin E. Allen to President of the firm effective January 1, 2017.

October 2016

Parnassus Mid Cap Fund Surpasses $1 Billion

Parnassus Investments is pleased to announce that the Parnassus Mid Cap Fund has surpassed $1 billion in assets, a marker of investor interest in the fund’s high-quality responsible investment strategy. The Mid Cap Fund is the third Parnassus fund to reach this important asset level.

July 2016

Parnassus Funds Board of Trustees Member Alecia A. DeCoudreaux Recognized as One of Savoy Magazine’s Most Influential Black Corporate Directors for 2016

Parnassus Investments is pleased to announce the recognition of Alecia A. DeCoudreaux, a member of the Parnassus Funds’ Board of Trustees, as one of Savoy Magazine’s 2016 Most Influential Black Corporate Directors

April 2016

Parnassus Fund adds Robert J. Klaber as Portfolio Manager

Parnassus Investments is pleased to announce the promotion of Robert J. Klaber to portfolio manager of the Parnassus Fund.

Performance data is not current for archived news and updates.

February 2017

Kiplinger’s – A Socially Screened Fund Charges Ahead

In this Kiplinger 25 Update, Kiplinger’s highlights how Parnassus Mid Cap Fund Portfolio Managers Matt Gershuny and Lori Keith have performed well over the long term, including in challenging markets.

February 2017

Kiplinger -- 7 Great Socially Responsible Mutual Funds

Kiplinger’s report on the growing popularity of socially responsible investing features two Parnassus Funds—Endeavor and Mid Cap—that have outperformed their benchmarks over the past 10 years.

February 2017

Motley Fool – What Is Socially Responsible Investing?

The Motley Fool reported on the rising trend of socially responsible investing, including comments on the Parnassus Core Equity Fund Portfolio Manager Todd C. Ahlsten’s investment views.

January 2017

The New York Times – 2016’s Top Investors Offer Their Insights Into the Year Ahead

Jerome Dodson, Portfolio Manager of the Parnassus Endeavor Fund, discusses how he successfully managed the markets in 2016 and provides his insights into 2017.

January 2017

Barron’s -- The Top 200 Sustainable Mutual Funds

Jerome Dodson, Portfolio Manager of the Parnassus Endeavor Fund, has been called one of the great stockpickers of this century by Barron’s. Three of the Parnassus Funds have been ranked in Barron's Top 200 Sustainable Funds ranking.

Performance data is not current for archived Parnassus Fund Reports.

November 2016

Parnassus Funds Quarterly Report 9/30/16

The quarterly report for the Parnassus Funds reviews the performance for the third quarter of 2016.

July 2016

Parnassus Funds Semiannual Report 6/30/16

The quarterly report for the Parnassus Funds reviews the performance for the second quarter of 2016.

April 2016

Parnassus Funds Quarterly Report 3/31/16

The quarterly report for the Parnassus Funds reviews the performance for the first quarter of 2016.

February 2016

Parnassus Funds Annual Report 12/31/15

The annual report for the Parnassus Funds reviews the performance for the fourth quarter of 2015.

November 2015

Parnassus Funds Quarterly Report 9/30/15

The quarterly report for the Parnassus Funds reviews the performance for the third quarter of 2015.

November 2016

Innovative Water Management Products from Well-Managed Companies

Water management is a key area where cutting-edge products offered by skillfully managed businesses can help solve environmental problems. In this brief paper, Todd Ahlsten, CIO, discusses water shortages and quality issues, and explains why the Parnassus investment team has invested in Xylem and Pentair, two companies that sell products designed to more efficiently manage water.

Performance data is not current for archived white papers.

October 2016

Why Principles and Performance? An Interview with Parnassus Investments Founder and President Jerome Dodson

Thirty years after Parnassus Investments was established, Parnassus is both an industry leader and the largest ESG mutual fund company in America. In this interview, Jerome Dodson traces the roots of the firm and explains how Parnassus implements Principles and Performance®.

May 2016

The Links Between ESG Factors and Company Performance

ESG (environmental, social and governance) research is an integral component of the firm’s investment process, providing multiple lenses to help locate hidden business risks and opportunities that may not be apparent from traditional fundamental financial analysis alone. This issue discusses how ESG research can be grounded in responsible investing principles and, at the same time, enhance investment decisions.

Welcome to Principles and Performance©, a series of emails that will focus on the connections between ESG (environmental, social and governance) factors and company performance. Parnassus Investments has offered responsibly run investment products that aim to outperform their benchmarks for more than 30 years. Today we are the largest ESG manager in a growing industry, and our growth is being fueled by investors who increasingly seek strategies that combine principles and performance.

 

January 2017

Responsible Investing in 2017: A New Year’s Letter from Parnassus Investments

In the face of potential rollbacks on ESG issues with the incoming administration, Parnassus Investments remains committed to delivering both Principles and Performance®.

December 2016

Environmental, Social and Governance Research Resources

In this month’s issue, Parnassus Investments has collected resources you can use to learn more about the environmental, social and governance topics we’ve touched on in Principles and Performance® during 2016.

November 2016

Innovative Water Management Products from Well-Managed Companies

In this month’s Principles and Performance®, we feature highlights from a new paper on issues related to water management. CIO Todd C. Ahlsten discusses two investments held by Parnassus Investments that are relevant to this compelling environmental topic.

October 2016

Part II: Socially Responsible Investing--An Interview with Parnassus Investments Founder and President Jerome Dodson

When Jerome Dodson established Parnassus Investments in 1984, his mission was to create an investment company that would both express his values through responsible investing and provide good returns to shareholders. This issue of Principles and Performance® explores Jerry’s views on ESG (environmental, social and governance) investing.

September 2016

Part I: The Roots of Principles and Performance®-An Interview with Parnassus Investments Founder and President Jerome Dodson

When Jerome Dodson established Parnassus Investments in 1984, his mission was to create an investment company that would both express his values through responsible investing and provide good returns to shareholders. This issue of Principles and Performance® delves into the founder’s original vision of the integration of Principles and Performance.