Iris Tan, CFA

Iris Tan, CFA is a senior equity analyst, Asia, for Morningstar*. She currently covers banking and insurance in China. Main companies in her coverage include China’s big four banks, China Merchants Bank, China Life Insurance, Ping An Insurance, PICC Group and AIA Group. Before covering China banks and insurers, she ever covered China real estate firms, securities firms and consumer companies.

Before joining Morningstar in 2006, she was a financial analyst for San Miguel Brewery, responsible for compiling economic analysis, industry & investment research on China’s brewery markets. Prior to this role, she was a research assistant for GTA Information Technology, participating in the development of Securities Analysis System cooperated with Venture Capital Investment Research Institute of Hong Kong Polytechnic University, mainly in the functional design of industry analysis and financial analysis of listed companies.

Tan holds a Master of Science degree in finance from the Strathclyde Business School, a triple-accredited business school (AACSB, EQUIS and AMBA) in University of Strathclyde. She also holds the Chartered Financial Analyst® designation.

* Morningstar (Shenzhen) Ltd. (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc