Calvin Yu, CFA

Calvin Yu, CFA, is a Managing Director and the Head of the Client Insight Unit (CIU) at BlackRock, overseeing the delivery of portfolio analytics and insights to institutional clients within the Americas. His role involves analyzing peer investment strategies and providing actionable insights to enhance client portfolios.12

Professional Background

• Previous Experience: Before joining BlackRock, Mr. Yu was a Managing Director at Qplum, an AI-driven investment manager focused on machine learning solutions. He also served as a Lead Portfolio Manager at Goldman Sachs, where he developed custom investment solutions and managed pension plan portfolios in an Outsourced Chief Investment Officer (OCIO) framework. His career began at J.P. Morgan's Pension Solutions business, contributing to its founding team.14
• Education: Calvin Yu holds a CFA designation and earned his HBA with Distinction from the Richard Ivey School of Business at the University of Western Ontario.13

Skills and Expertise

Mr. Yu is recognized for his expertise in managing multi-asset portfolios and institutional client relationships, leveraging advanced analytics to inform investment decisions.1

His LinkedIn profile can be found under the username calvindyu, where he shares insights related to investment strategies and market updates.3