Lori Keith, Director of Research and Portfolio Manager of the Parnassus Mid Cap Fund, Parnassus Investments discusses her approach to ESG integration.
For more than three decades, Parnassus has been a leader in sustainable investing. The firm manages roughly $38 billion in assets, with every strategy incorporating ESG criteria. The San Francisco-based active manager aims to build wealth responsibly, through its deeply engrained culture of ESG integration, collaborative research, and high-conviction strategies. The Parnassus Mid Cap Fund seeks to identify high quality U.S. based companies with a long-term competitive advantage and the potential to outperform the market during times of market downturn.
Lori Keith is the Director of Research and Portfolio Manager of the Parnassus Mid Cap Fund with responsibility for portfolio management for the firm’s Mid Cap strategy. She joined Parnassus Investments in 2005 after serving as a Parnassus research intern. Before joining the firm, Ms. Keith was a Vice President of Investment Banking at Deloitte & Touche Corporate Finance LLC and was a Senior Associate in Robertson Stephens & Company’s investment banking division. Prior to that, she worked in the management consulting practice at Ernst & Young. Ms. Keith received her bachelor’s degree in economics from the University of California, Los Angeles and her master’s degree in business administration from Harvard Business School.
To learn more, Enroll & watch the ESG Practice Playbook. Title: Integrating ESG into your Client Service Model Date: Wednesday, March 10, 2021 Time: 2:00PM ET In this session you will:
- Create ESG client profiles and create a year-long roll out for client meetings.
- Learn how to introduce clients to ESG investing via our 5 step process.
- Case studies from asset managers on how to integrate and target specific ESG categories.