Lu Yu

Lu Yu is a Managing Director and Lead Portfolio Manager with the Virtus Systematic Team at Virtus Investment Advisers, Inc. Ms. Yu oversees portfolio management and research projects, while her team manages U.S. mutual funds for Virtus Investment Advisers, Inc. and other portfolios for Virtus Fund Advisers, LLC. Prior to joining Virtus in 2022, Ms. Yu had 20 years of experience as a Portfolio Manager and a Managing Director with Allianz Global Investors. She managed close to $3 billion in assets across emerging markets, international markets and US markets. Ms. Yu, along with her team, built a behavioral finance-based, AI NLP boosted quantitative investment model. She was previously a risk analyst for Provident Advisors LLC. Ms. Yu has appeared on CNBC and has been interviewed by and quoted in a variety of outlets, including The Wall Street Journal, Barron’s, and Bloomberg. She holds the chartered Financial Analyst® (CFA®) and CIPM designations, and was formerly president of the CFA Society San Diego.

Education
M.S. Mathematical Finance, University of Southern California
M.S. Estate Management, National University of Singapore
B.S. Real Estate Management, National University of Singapore

Instructional Area
Finance

Courses Taught
MGTF495: Special Topics in Finance - Current Issues in Finance