Profile
Ms. Annie Tan is a Manager of ESG 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 LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Head-Equity Investments | 30/09/2013 |
Former positions of Annie Tan
| Companies | Position | End |
|---|---|---|
Dragon Financial & Investment Group LLC
 Dragon Financial & Investment Group LLC Investment ManagersFinance Dragon Financial & Investment Group LLC is a financial group that was founded in 2003. The company is based in San Mateo, CA. The company's description states that they are joining Mercer Advisors. The company was recently acquired by Mercer Advisors, Inc. from Dragon Global Services LLC on January 03, 2019. | Corporate Officer/Principal | - |
Training of Annie Tan
| University of California, Davis | Undergraduate Degree |
| University of San Francisco | Graduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
|---|---|
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Finance |
Dragon Financial & Investment Group LLC
Dragon Financial & Investment Group LLC Investment ManagersFinance Dragon Financial & Investment Group LLC is a financial group that was founded in 2003. The company is based in San Mateo, CA. The company's description states that they are joining Mercer Advisors. The company was recently acquired by Mercer Advisors, Inc. from Dragon Global Services LLC on January 03, 2019. | Finance |
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