Calvin Yu, CFA

Calvin Yu, CFA

Director, Head of the Client Insight Unit

Calvin Yu, CFA, Director, is head of the Client Insight Unit (CIU) within BlackRock's Institutional Client Business, which delivers portfolio analytics and insights to BlackRock's institutional clients.

 

Previously, Mr. Yu was a Managing Director heading Multi-Asset Solutions at Qplum, an artificial intelligence driven investment manager that utilized machine learning to design investment solutions.

 

Prior to Qplum, Mr. Yu spent over a decade managing multi-asset portfolios. Mr. Yu was a Lead Portfolio Manager at Goldman Sachs, where he developed custom investment solutions and managed the overall portfolios of several pension plans in an Outsourced Chief Investment Officer (OCIO) framework. Mr. Yu joined Goldman Sachs through the acquisition of Pacific Global Advisors, an OCIO business within Pacific Life where Mr. Yu was Vice President. Mr. Yu joined Pacific Global Advisors through the acquisition of J.P. Morgan's Pension Solutions business, where Mr. Yu was part of the founding team that launched the business.

 

Mr. Yu is a CFA charterholder and earned his HBA with Distinction from the Richard Ivey School of Business at the University of Western Ontario.