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AI in Focus: Unlocking Innovation, Growth, and Investment Insights
Listen in as Shannon Rosic, Director of WealthStack, Content & Solutions at Informa Connect, sits down with Andrew Choi, Portfolio Manager and Senior Analyst at Parnassus Investments, to explore the transformative role of artificial intelligence in investment strategies.
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Shannon Rosic
Director of WealthStack Content & Solutions; WealthManagement.com
Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the Wealth Management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts, and video series.
Andrew Choi
Portfolio Manager, Senior Analyst; Parnassus Investments
Andrew Choi is the lead portfolio manager of the Parnassus Growth Equity strategy, a portfolio manager of the Parnassus Core Equity strategy and a senior analyst. He is responsible for portfolio management of the firm’s Growth Equity and Core Equity strategies. Andrew joined Parnassus Investments as a senior analyst in 2018 after serving as a Parnassus research intern. Prior to joining Parnassus, he worked at Deloitte Consulting as a business analyst. Andrew received his bachelor’s degree in chemistry from Princeton University and his MBA from Harvard Business School.
Founded in 1984, Parnassus Investments is an investment management company based in San Francisco, CA. The firm invests responsibly to build wealth for its clients by selecting businesses that the investment team believes have increasingly relevant products or services, sustainable competitive advantages and quality management teams for their high conviction portfolios. Every investment must meet rigorous fundamental and environmental, social and governance (ESG) criteria.
Environmental, Social and Governance Guidelines: The Fund evaluates financially material ESG factors as part of the investment decision-making process, considering a range of impacts they may have on future revenues, expenses, assets, liabilities and overall risk. The Fund also utilizes active ownership to encourage more sustainable business policies and practices and greater ESG transparency. Active ownership strategies include proxy voting, dialogue with company management and sponsorship of shareholder resolutions, and public policy advocacy. There is no guarantee that the ESG strategy will be successful.
Investments involve risk and principal loss is possible.
The Fund’s share price may change daily based on the value of its security holdings. Stock markets can be volatile, and stock values fluctuate in response to the asset levels of individual companies and in response to the general U.S. and international market and economic conditions. In addition to large cap companies, the Fund may invest in small and/or mid-cap companies, which can be more volatile than large cap firms. Security holdings in the fund can vary significantly from broad market indexes.
© 2021 Parnassus Investments, LLC. PARNASSUS, PARNASSUS INVESTMENTS, and PARNASSUS FUNDS are federally registered trademarks of Parnassus Investments, LLC. The Parnassus Funds are distributed by Parnassus Funds Distributor, LLC.
Before investing, an investor should carefully consider the investment objectives, risks, charges and expenses of a fund and should carefully read the prospectus or summary prospectus, which contains this and other information about the fund. A prospectus or summary prospectus can be obtained on the Parnassus Investments website, www.parnassus.com, or by calling (800) 999-3505.
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AI in Focus: Unlocking Innovation, Growth, and Investment Insights
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