Aperio Group, Portfolio Manager
Annie Tan is an Associate Portfolio Manager at Aperio Group LLC (Aperio) and a member of the Pax ESG Beta Quality Fund and Pax ESG Beta Dividend Fund portfolio management team.
Annie Tan is Manager of ESG Implementation at Aperio Group LLC, subadviser of the Pax ESG Beta Quality Fund and Pax ESG Beta Dividend Fund. She is a member of the portfolio management teams of both Funds. At Aperio, Annie oversees ESG/SRI integration into portfolio construction and strategy data updates.
Before joining Aperio, Annie was an investment analyst at Dragon Financial Group. She received a Bachelor of Arts in economics from the University of California at Davis and a Master of Science in financial analysis from the University of San Francisco.
ALPS Distributors, Inc. is not affiliated with Aperio Group, LLC.