Annie Tan

Head-Equity Investments at

Aperio Group LLC

Finance

Consumer Services

Profile

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.

Annie Tan active positions

Companies	Position	Start
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

All active positions of Annie Tan

Former positions of Annie Tan

Companies	Position	End
Dragon Financial & Investment Group LLC Dragon Financial & Investment Group LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-

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Linked companies

Private companies	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

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