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解锁高级数据：最高 立减50%InvestingPro 手慢无
13.14
-0.07
-0.53%
- 晨星评级:
- 总资产: 416.5M
Praxis International Index I
13.14
-0.07
-0.53%
MPLIX概述
本页面提供Praxis International Index Fund Class I的详细介绍，帮助您了解MPLIX的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Brian Ko | Portfolio Manager | 2021 | now |
| 背景介紹 | Brian Ko is a Portfolio Manager at Aperio and shares primary responsibility for managing the portfolio analysis efforts of Aperio. Brian also provides analytical support in the research, portfolio management, and trading of Aperio’s client portfolios. Prior to joining Aperio in 2014, he was a Senior Client Operations Associate at Lateef Investment Management from 2012 to 2014. Brian was also a Fund Accounting Manager with State Street Bank and Trust. He received his BS in Managerial Economics from the University of California, Davis, and his MS in Financial Analysis from Saint Mary’s College of California. | ||
| Annie Tan | Portfolio Manager | 2018 | now |
| 背景介紹 | Annie Tan — Annie Tan has been a portfolio manager at Aperio since October 2013, where she supervises and manages Aperio’s ESG/SRI portfolio management efforts. She also provides analytical support in the research, portfolio management, and trading of client portfolios. Prior to joining Aperio, Annie was an Investment Analyst at Dragon Financial Group in 2013. She received her Bachelor’s degree in Economics from the University of California, Davis and her MS in Financial Analysis from the University of San Francisco. | ||
| Michael Branch | Senior Portfolio Manager | 2017 | now |
| 背景介紹 | Michael Branch, CFA® — Michael Branch is a Senior Portfolio Manager and Manager of Portfolio Research at Aperio Group LLC (Aperio), a position he has held since 2012. He is responsible for leading the research efforts that support the implementation and enhancement of existing strategies as well as new strategy development. He received his Bachelor’s degree in Finance from the University of Arizona. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Michael Branch was a Portfolio Research, Trading, and Analytics Associate at Aperio Group LLC (Aperio). Michael co-authored “Factoring Probability” with Lisa Goldberg and Ran Leshem; it was published in Risk-Based and Factor Investing in 2015. He was the sole author of “The Case for Global Stock Portfolios,” published in the Journal of Indexes in 2011. | ||
| Ran Leshem | CO-HEAD OF APERIO & CHIEF INVESTMENT OFFICER | 2010 | 2021 |
| 背景介紹 | As Co-Head and CIO of Aperio, Ran directly oversees portfolio management, research, trading, and technology while working closely with Liz Michaels to oversee the day-to-day operations and set the overall strategic direction for Aperio. Ran began his career as a management consultant at PricewaterhouseCoopers, where he modeled consumer markets and large complex decisions. From there, he worked for Woosh!, a startup business that enabled merchants to sell their products through various web channels. He also spent three years at Orient Overseas Container Line and two years at The Gap, where he built decision-analysis systems using forecasting and optimization to improve operations and inventory management. | ||
| Patrick Geddes | CIO (Chief Investment Officer) | 2010 | 2017 |
| 背景介紹 | Patrick Geddes is Aperio Group's CEO and Chief Tax Economist, and a Partner. Prior to joining Aperio Group, Patrick was the Chief Financial Officer of Morningstar, Inc. Patrick also served on the company's executive committee, overseeing all strategic, policy, and internal investment decisions. Prior to being named CFO, Patrick served as Morningstar's Director of Quantitative Research. Before Morningstar, he spent five years with Amoco, now part of BP, in the US and Europe providing quantitative analysis, currency hedging, and corporate tax optimization. At Amoco, Patrick was part of a group that modeled the nuances of highly complex international tax structures as part of the company’s efforts to manage taxes as effectively as possible, which in the energy sector can provide enormous payoffs to the bottom line and shareholders. He has taught numerous courses in graduate-level finance at the University of California Berkeley Extension. Patrick received his MBA, with honors, from the University of Chicago. A fine day for Patrick would include hiking or bicycling, followed by cooking an interesting meal with Mediterranean, Indian, or Thai flavors, followed by reading either literary fiction or a good book on brain functioning. | ||
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