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Mega Trends Likely to Impact ESG Investors
Todd Ahlston, Chief Investment Officer and Portfolio Manager for Parnassus Investments reflects on more than 25 years of responsible investing. In this FastChat video, he also considers mega trends that may affect risk and opportunity for ESG investors.
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Todd Ahlsten
CIO and Portfolio Manager, Parnassus Investments
Todd Ahlsten is the Chief Investment Officer and lead Portfolio Manager of the Parnassus Core Equity Fund. Mr. Ahlsten has responsibility for portfolio management for the firm’s Core Equity strategy. He also oversees all of the firm’s strategies, including mentoring investment staff, managing investment risk and acting as final arbiter on ESG decisions.
Maria Rosati
Contributor, WealthManagement.com
Maria Rosati is a recognized communications and marketing expert focused on financial services, fintech, start-ups and wealth management. She has a track record in developing and implementing strategic marketing programs to help brands generate revenue through well-crafted lead generation programs that ensure her client’s messages reach the right people at the right time.
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.
© 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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Mega Trends Likely to Impact ESG Investors
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