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Our Portfolios

Invested Interests
We create personalized portfolios that match your values and help you achieve your financial goals through intensive research and an intricate understanding of current social and environmental issues and trends. Whether you’re an advocate for a singular cause like gun control or care about multiple initiatives like diversity initiatives and combating climate change, we can create the personalized portfolio that’s right for you.

Environment

Invested Interests

Invest in sustainability and renewables

Climate change impacts everyone in the world. So do the environmental policies of companies. Our Environment portfolio invests in green companies, alternative and renewable energy companies, and companies promoting sustainability. It avoids oil and fossil fuel companies, companies that aren’t eco-friendly, and nuclear power companies.

Real World Impact

A recent report from the United Nations reiterated the dangers of climate change. It’s the defining problem of this century, and where there’s a massive problem there’s also a massive business opportunity.

Electric cars are cheaper to own than gas-powered vehicles. Wind and solar energy is already cheaper than fossil fuels. By investing in companies promoting sustainability and green solutions, you’re not just doing the right thing – you’re doing the smart thing.

Your Investment

Support

Invested Interests

  • Alternative and renewable energy, like solar and wind
  • Companies promoting sustainability and reducing their carbon footprint
  • Companies making efforts to green and be eco-friendly

Avoid

Invested Interests

  • Oil and fossil fuel companies
  • Nuclear power companies and companies creating nuclear waste
  • Companies destroying natural resources

Companies Included in Environment Portfolio

Peace

Invested Interests

Invest in peace

Companies can play a positive role in promoting peace and limiting conflict around the world. Our Peace portfolio invests in companies that don’t support governments or regimes promoting violence and avoids companies directly involved in armed conflicts.

Real World Impact

Led by the Sudan Divestment Task Force, universities, endowments, and individual investors divested from companies supporting the Sudan regime accused of genocide against its own people in the Darfur region.

We worked with the Task Force to make their targeted divestment list into a portfolio for investors. Divesting in specific companies had a significant impact on the region. And while human rights in Sudan remains a pressing issues, progress has been made since 2008.

Read more about the Sudan divestment campaign

Your Investment

Support

Invested Interests

  • Companies promoting conflict resolution
  • Companies promoting international relief efforts
  • Companies with no regime affiliations

Avoid

Invested Interests

  • Guns and weapons dealers and manufacturers
  • Companies working with regimes in armed conflict
  • Companies with military contracts and war profiteering

Companies Included in the Peace Portfolio

Human Rights & Diversity

Invested Interests

Invest In Human Rights & Diversity

Companies confront human rights and diversity issues with employees, communities, customers, and suppliers. Our Human Rights & Diversity portfolio invests in companies that promote fair and equitable working conditions, companies with diverse boards and workforces, companies that offer equal pay for equal work and companies that care about the safety and well-being of communities.

Real World Impact

Companies that promote human rights and diversity are more open to new ideas and perspectives and are usually more merit based. 

Companies with more women on the board of directors and in senior management roles outperform companies with a lower percentage of women in these roles. There is also research to show that companies that are more racially diverse outperform similar companies that lack racial diversity. We invest in companies that promote diversity because it’s the right thing to do and it’s good for business.

Your Investment

Support

Invested Interests

  • Companies promoting fair and equal working conditions
  • Companies supporting safe working conditions and just labor practices
  • Companies with diverse boards and diverse senior leadership teams
  • Companies that promote women’s rights and equal rights, like the #MeToo movement or LGBTQ movement

Avoid

Invested Interests

  • Oppressive regimes
  • Companies that do business with governments or regimes that suppress free speech
  • Companies with little or no workplace diversity
  • Companies that have had diversity-related controversies, like sexual harassment or racism

Companies Included in Equality & Diversity Portfolio

SOME OF THE FUNDS IN YOUR PORTFOLIOS​​

Invested Interests

Parnassus Core Equity Investor

$200,000

$160,000

$120,000

$80,000

$40,000

$0

1994           1996           1998           2000           2002            2004            2006           2008            2010           2014            2016           2018           2020

Performance data quoted represent past performance and are no guarantee of future returns. All performance assumes reinvestment of dividends and capital gains. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For the most recent month-end performance, please select the monthly tab at the top of the page.
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