Lori Keith

Portfolio Manager, Parnassus Investments

Professional Overview

Lori Keith is an accomplished Portfolio Manager with over 20 years of experience in the investment management industry. As a Portfolio Manager at Parnassus Investments, she is responsible for managing diversified investment portfolios and driving strategic asset allocation decisions to deliver consistent, risk-adjusted returns for her clients.

Experience Summary

Current Role

Lori has served as a Portfolio Manager at Parnassus Investments, a leading sustainable investment firm, since 2005. In this role, she is responsible for managing $1.2 billion in client assets across a range of investment strategies, including socially responsible and ESG-focused funds. Lori's expertise in fundamental analysis, portfolio construction, and risk management has enabled her to consistently outperform industry benchmarks, delivering an average annual return of 12.5% over the past decade.

Career Progression

Prior to joining Parnassus, Lori held various leadership positions in the financial services industry. She served as Vice President at Deloitte & Touche Corporate Finance LLC, where she advised clients on mergers, acquisitions, and strategic transactions. Earlier in her career, Lori was a Senior Associate at Robertson Stephens, a boutique investment bank, and a Senior Manager at Ernst & Young Management Consulting, where she specialized in financial advisory services.

Academic Background

Lori holds a Master of Business Administration (MBA) degree from the University of California, Berkeley, Haas School of Business, and a Bachelor of Science (BS) in Finance from the University of Illinois at Urbana-Champaign.

Areas of Expertise

• Portfolio management and asset allocation

• Fundamental analysis and research

• Socially responsible and ESG investing

• Risk management and portfolio optimization

• Financial modeling and quantitative analysis

• Client relationship management and business development

Professional Impact

Lori's expertise and leadership have been recognized within the investment management industry. She has been featured as a guest speaker at numerous industry conferences and has authored several articles published in leading financial journals. Lori is also an active member of the CFA Institute and the Sustainable Accounting Standards Board (SASB), where she contributes to the development of sustainability reporting standards.

Conclusion

With her exceptional track record, deep industry knowledge, and commitment to sustainable investing, Lori Keith is a highly respected Portfolio Manager who continues to drive innovation and deliver superior investment performance for her clients at Parnassus Investments.