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Sponsored by PAAMCO, Scholars Program is now in its eighth year offering ten scholarships to extraordinary woman who intend to take the Level I CAIA exam in September 2018

AMHERST, MASS. (January 15, 2018) – The CAIA Foundation and 100 Women in Finance today announced the opening of registration for the 2018 100 Women in Finance/CAIA Scholars program on January 15th.

Ten scholarships will be awarded to extraordinary women who intend to take the Level I CAIA exam this fall, offered by the Chartered Alternative Investment Analyst (CAIA) Association, a global leader in alternative investment education. Applicants must meet a number of important criteria, including having a minimum of one year of professional experience in the alternative investments industry, plans to pursue a career in alternative investment management with a specific focus on portfolio management, full membership in 100 Women in Finance, a commitment to registering for the Level I CAIA exam in September 2018 and more.

The ten winners will receive a scholarship package that will include the waiver of enrollment fees and first-time registration fees for CAIA’s Level I and Level II exams, a set of CAIA’s Knowledge Series textbooks, a waiver of the CAIA membership fee for one year, and access to additional educational and test preparation resources. Additional details on eligibility and additional requirements can be found here.

Now in its eighth year, the 100 Women in Finance/CAIA Scholars program has recognized women from around the world, with the 2017 class of scholarship recipients hailing from the U.S., Hong Kong, the UK and Switzerland. This year’s winners will be notified in early-April.

About the CAIA Association
The CAIA Association is the world leader in alternative investment education, offering the only education pro-gram uniquely designed for individuals specializing in institutional-quality alternative investments. The Association is best known for the CAIA Charter, an internationally-recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a Member of the CAIA Association, a global network of more than 9,000 alternative investment professionals located in more than 90 countries.

To learn more about the CAIA Association, contact Deborah McLean (413) 253-7373 or dmclean@caia.org. For more information on the CAIA Charter, please visit caia.org.

About 100 Women in Finance (www.100women.org)
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.

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CAIA in the News
Press Releases

Competition attracted talent from more than 20 countries.

AMHERST, MA. (DATE) – Late last year, the Chartered Alternative Investment Analyst (CAIA) Association, the global leader in alternative investment education, and SharingAlpha, a user-generated fund ratings and model portfolio platform, announced the launch of a fund selector’s asset allocation competition, pitting investment professionals from around the world against one another in a test of skill. Entrants were required to build a virtual fund of funds, and were judged based on their respective portfolio’s total return between February 1st, 2017 and November 30th, 2017.

Today, CAIA and Sharing Alpha are announcing the winners.

The competition attracted entries from more than 100 professionals in over 20 countries, competing to see who could build the best-performing portfolio. The 2017 winners of the CAIA/SharingAlpha Asset Allocation Competition are:

  1. Alberto Moioli, CFA, CAIA, Senior Advisor, Portfolio Modeling, FinecoBank (Italy)
  2. Nick McBreen, Independent Financial Advisor, Worldwide Financial Planning (UK)
  3. Austen Robilliard, Head of Investments, Murdoch Asset Management (UK)

The winner of the competition is awarded a scholarship to complete Level I of the CAIA Exam if they have not already earned the CAIA Charter.  Mr. Moioli earned his CAIA Charter in 2010.

“There were a number of clearly talented individuals who put their skills on display in this year’s competition, and we congratulate the top three finishers along with all who participated,” said Laura Merlini, Managing Director, EMEA with CAIA. “Asset allocation professionals are tasked with the difficult job of identifying, vetting, and adding exposures to funds and managers often working in uncorrelated and esoteric assets. By its very nature, this role requires a commitment to education, which is something we deliver to all of our Members and which we enjoy discussing with anyone working in alternatives who may be interested in learning more about how the CAIA Charter can assist them in their work and professional development.”

“CAIA has been a wonderful partner for us and it’s been great fun watching our competitors’ portfolios perform over the past several months as the breadth of their investment selections, which included more than 1,100 different funds, highlighted the many different approaches investment professionals have in their efforts to deliver alpha,” added Oren Kaplan, CEO and co-founder of SharingAlpha. “Seeing that fund selectors and investment advisors are judged according to their ability to add value to investors is the exactly the reason we started SharingAlpha, and if this year’s competition is any indication, there are a number of talented fund selectors who will be making their impact in the industry in the years to come.”

 

About the CAIA Association

The CAIA Association is the world leader in alternative investment education, offering the only education pro­gram uniquely designed for individuals specializing in institutional-quality alternative investments. The Association is best known for the CAIA Charter, an internationally-recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning

the CAIA Charter is the gateway to becoming a Member of the CAIA Association, a global network of more than 9,000 alternative investment professionals located in more than 90 countries.  CAIA also offers the Fundamentals of Alternative Investments certificate program (”Fundamentals”), an introductory-level online course, designed to provide a foundation in the core concepts in alternative investing. This program represents a natural extension of CAIA’s mission to provide solutions to specific market needs for alternative investment education.

To learn more about the CAIA Association, contact Deborah McLean +1 (413) 253-7373. For more information on the CAIA Charter, please visit caia.org.

 

About SharingAlpha

SharingAlpha is a user generated fund ratings and model portfolios platform that has become the world’s largest fund rating agency in terms of the number of Fund Analysts contributing to its ratings. SharingAlpha rates funds based on the average rating provided by fund selectors worldwide. Apart from being able to create a better fund rating, SharingAlpha is also able to rank the individual raters in terms of their talent in selecting funds. Their fund selection track record enables the raters to test their analysis, and if they choose the raters are able to present their proven track record to existing and potential clients. Based on the above, SharingAlpha is able to publish a list of both top rated funds and top ranked fund selectors. An additional feature enables investment advisors to build virtual fund of funds and in turn SharingAlpha ranks them based on their performance not only as fund selectors but also as asset allocators. The use of the website is totally free and covers over 100,000 funds listed in 110 different countries.

For more information please contact Oren Kaplan, CEO and co-founder of SharingAlpha, at oren.kaplan@sharingalpha.com.

"Our competitors’ portfolios [...] included more than 1,100 different funds, and highlighted many different alternative investment approaches." - Oren Kaplan, CEO and co-founder of SharingAlpha