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Tracy Cao
Vice President Team Lead Manager Research, Multi Manager Strategies @Xponance, Inc
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WORK HISTORY
Vice President Team Lead Manager Research, Multi Manager Strategies @Xponance, Inc
Philadelphia, PA, US
Xponance is a Philadelphia-based woman and diverse owned investment manager. Xponance is the successor firm representing the integration of two legacy firms, FIS Group and Piedmont Investment Advisors. Our entrepreneurial culture is fostered by a strong commitment to investments and client service. Xponance offers actively managed global and international equity strategies via a manager of emerging managers structure, US fixed income, systematic US equity and passive US equity strategies. As institutional investors seek external partners to assist them in their fiduciary duty, our subsidiary Aapryl, a technology company, offers a web based platform that helps allocators understand and explain investment performance and portfolio risk characteristics.
EDUCATION
University of Amsterdam
Master, Business Economics
Dongbei University of Finance and Economics
Bachelor, Insurance
The Johns Hopkins University - Carey Business School
Master, Finance
ABOUT TRACY CAO
Xponance, Vice President, Team Lead Manager Research, Multi‑Manager Strategies; CFA…
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