Xiaoyue He

Xiaoyue He is a Portfolio Manager at Ethic Inc. in New York, where she leads the construction and management of personalized, values-aligned investment portfolios for institutional and advisory clients. Her focus is on integrating sustainable investment principles with direct indexing, tax-smart strategies, and customized equity solutions, aligning portfolios with specific financial goals and environmental, social, and governance (ESG) criteria.

Before joining Ethic Inc. in October 2024, Xiaoyue built a strong foundation at Morgan Stanley, serving as a Portfolio Management Associate and earlier as an Analyst from 2018 to 2024. During her tenure at Morgan Stanley, she supported the management and analysis of multi-asset portfolios, with an emphasis on equity and fixed income asset classes, gaining expertise in quantitative portfolio analytics, risk management, and client solutions.

Xiaoyue holds a Master of Science in Operations Research from Columbia Engineering and a Bachelor's degree in Finance from Guanghua School of Management, Peking University, as well as finance studies at Waseda University. Her expertise spans quantitative portfolio construction, sustainable investing, and the application of advanced analytics to optimize client outcomes. She is distinguished by her cross-border academic background and advanced skills in data-driven investment management.