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Parnassus Investments

PRI reporting framework 2017

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Process for engagements run internally

LEA 03. Process for identifying and prioritising engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagement activities carried out by internal staff.

03.2. Describe the criteria used to identify and prioritise engagement activities carried out by internal staff.

03.3. Additional information. [Optional]

Parnassus Investments concentrates its corporate engagement on the companies it holds. Parnassus Investments may engage on ESG issues with a company when the investment team is considering that company as an investment, but generally will not continue that conversation if the investment team decides not to invest in the company, unless the company requests otherwise. There are certain exceptions, for example, such as when the firm participates in collective efforts relevant to an industry, even though the firm only owns selected names in that industry; examples of this might include signing on to a shareholder letter to an industry organization, or advocating an ESG position at one company as part of a greater investor effort targeting the industry. 


LEA 04. Objectives for engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take following your engagements.

04.3. Indicate whether your organisation defines milestones and goals for engagement activities carried out by internal staff.

04.5. Additional information. [Optional]


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