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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Parnassus Investments | Senior Research Analyst | Jan 2012 to Present | — |
| Parnassus Investments | Esg Research Intern | Aug 2012 to Nov 2012 | — |
| Ucla Charles E Young Research Library | Access Services Student Assistant | Jan 2010 to Jun 2012 | — |
| Axa Advisors | Financial Planning Intern | Jan 2011 to Apr 2011 | — |
Education
University Of California - Los Angeles
Bachelor of Arts, Economics
2008 — 2012
Skills & Expertise
Others at Parnassus Investments, LLC (21)
| Name | Role | Location |
|---|---|---|
A Andrew Choi | Portfolio Manager | Los Angeles, CA , United States |
| Vice President, Advisory Consultant | Chicago, IL , United States | |
| Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States | |
| Incoming Research Analyst | San Francisco, CA , United States | |
| Research Analyst | San Francisco, CA , United States | |
J Jean Lu | Managing Director, Research Team Strategy | CA , United States |
L Lori Keith | Director of Research | Truckee, CA , United States |
M Minh Bui | Portfolio Manager | San Francisco, CA , United States |
S Samantha Palm | Portfolio Manager | San Francisco, CA , United States |
| Investment Analyst | Charlotte, NC , United States |