![Annie Tan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Ms. Annie Tan is a Director & Head of Values-Aligned Implementation at Aperio Group LLC.
Her responsibilities include overseeing ESG/SRI integration into portfolio construction and strategy data updates.
As a member of the ESG/SRI Committee, she work closely with the business development, marketing, research, and portfolio management teams on developing and improving our ESG/SRI offerings and processes.
Prior to joining Aperio, Ms. Tan was an Investment Analyst at Dragon Financial Group.
She received her BA in Economics from the University of California, Davis and her MS in Financial Analysis from the University of San Francisco.
Posizioni attive di Annie Tan
| Società | Posizione | Inizio |
|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Head-Equity Investments | 01/10/2013 |
Precedenti posizioni note di Annie Tan
| Società | Posizione | Fine |
|---|---|---|
Dragon Financial & Investment Group LLC
 Dragon Financial & Investment Group LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formazione di Annie Tan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
41
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Finance |
University of California, Davis
 University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
 University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dragon Financial & Investment Group LLC
Dragon Financial & Investment Group LLC Investment ManagersFinance Provides investment advice | Finance |
