Eric Su

Portfolio Manager-Equities at

Aperio Group LLC

Finance

Consumer Services

Profile

Mr. Eric Su, CFA, is a Portfolio Manager on Investment Oversight & Research at Aperio Group LLC.
His responsibilities include the daily trading and rebalancing of client portfolios as well as providing analysis for clients who are implementing or transitioning strategies.
He received his undergraduate degree from Villanova University.

Eric Su 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.	Portfolio Manager-Equities	30/11/2019

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Private companies	2
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
Villanova University Villanova University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Finance