Alex Yuchvid

Director of Investments and Financial Analysis

Alex Yuchvid, director of investments and financial analysis at Indiana University (IU), manages the University’s operating funds. Alex serves as a liaison to the University’s investment managers, consultant, and custodial bank. He is a member of the IU Investment Committee and manages the operations related to investments: asset allocation, due diligence, compliance, policy construction, research, etc. Prior to joining Indiana University in 2013, Alex was a senior valuation advisor in transaction advisory services at EY. Alex graduated with an MBA from the Kelley School of Business, Indiana University. He holds the Chartered Financial Analyst (CFA) designation, and he earned a CPA designation in Israel.


All Sessions by Alex Yuchvid

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Day 1: May 12, 2022

1:00 pm

1:00 pm

AFTERNOON KEYNOTE: TACTICAL ASSET ALLOCATION

Achieve your Investment Targets by focusing on Investment Process and Asset Allocation

The low yield backdrop hinders the investment performance of institutions. Revisit your asset allocation approach to improve your portfolio’s performance. Gain insights to:
  • Assess the impact of a challenging investment landscape on your portfolio
  • Develop a strategy that incorporates public equity and fixed income
  • Add incremental value to your investment  
Transform your asset allocation approach to navigate a challenging investment landscape. 

Day 2: May 13, 2022