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Rachel Tan

Rachel Tan

Senior Research Analyst at Parnassus Investments, LLC

Campbell, CA , United States

About

Rachel Tan is a Senior Research Analyst at Parnassus Investments, LLC, based in Campbell, California. In her current role, she is responsible for conducting in-depth company and sector analysis, focusing on environmental, social, and governance (ESG) considerations to support the firm’s sustainable investment strategies. She plays a key role in producing research and recommendations that inform the investment decision-making for the firm's actively managed equity funds.

Rachel specializes in ESG analysis and typically covers US equities across sectors with an emphasis on companies’ sustainability practices and long-term value creation. Her research and recommendations have contributed to high-profile decisions regarding sector inclusion and specific pipeline investments, directly influencing portfolio stewardship in line with Parnassus’s commitment to responsible investing.

With over a decade of experience in investment research, Rachel joined Parnassus Investments in 2012 and has developed expertise in sustainable finance and ESG integration. She holds advanced educational credentials and has been recognized for her impact in advancing responsible investing within the industry, including participation as a featured expert at investment stewardship conferences.

Career History

OrganizationRoleDate RangeDetails
Parnassus InvestmentsSenior Research AnalystJan 2012 to Present
Parnassus InvestmentsEsg Research InternAug 2012 to Nov 2012
Ucla Charles E Young Research LibraryAccess Services Student AssistantJan 2010 to Jun 2012
Axa AdvisorsFinancial Planning InternJan 2011 to Apr 2011

Education

University Of California - Los Angeles

Bachelor of Arts, Economics

2008 2012

Skills & Expertise

Proxy Voting
Socially Responsible Investing
Corporate Social Responsibility
Impact Investing
Corporate Sustainability

Others at Parnassus Investments, LLC (21)

NameRoleLocation
A
Andrew Choi
Portfolio ManagerLos Angeles, CA , United States
Colin Rennich
Colin Rennich
Vice President, Advisory ConsultantChicago, IL , United States
Ian Sexsmith
Ian Sexsmith
Portfolio Manager and Senior Research AnalystSan Francisco, CA , United States
Isaac Macieira-Kaufmann
Isaac Macieira-Kaufmann
Incoming Research AnalystSan Francisco, CA , United States
Jake Yoon
Jake Yoon
Research AnalystSan Francisco, CA , United States
J
Jean Lu
Managing Director, Research Team StrategyCA , United States
L
Lori Keith
Director of ResearchTruckee, CA , United States
M
Minh Bui
Portfolio ManagerSan Francisco, CA , United States
S
Samantha Palm
Portfolio ManagerSan Francisco, CA , United States
Daniel Cremisi
Daniel Cremisi
Investment AnalystCharlotte, NC , United States
Showing 1-10 of 21 team members