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SharingAlpha & CAIA Announce 2017 Asset Allocation Contest Winners

Late last year, the Chartered Alternative Investment Analyst (CAIA) Association, a provider of 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. The winner of the competition is awarded a scholarship to complete Level I of the CAIA Exam.

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)

“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 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.”