VictoryShares US 500 Volatility Wtd ETF (CFA)
NASDAQ (NMS) NASDAQ (NMS) Primary 
SGX 
The U.S. Dollar: An Untapped Portfolio Diversifier
By Andrew Okrongly, CFA and Joe Tenaglia, CFA, CMT Key Takeaways The U.S. Dollar as a Diversifier: The dollar has exhibited a strong negative correlation to equities (-0.56 vs. the S&P 500 over 3 years), making it a powerful portfolio hedge.
The College for Financial Planning®—a Kaplan Company Joins the CFA Institute University Affiliation Program
CENTENNIAL, Colo.--(BUSINESS WIRE)-- #CFA--The College for Financial Planning—a Kaplan Company has joined the ranks of the CFA Institute University Affiliation Program.
Adviser to Ave Maria Mutual Funds Announces Portfolio Manager Promotion
PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for the Ave Maria Mutual Funds, has announced the promotion of James T. Peregoy, CFA, to co-Portfolio Manager of the Ave Maria Bond Fund (AVEFX), joining Lead Portfolio Manager, Brandon S. Scheitler and co-portfolio Manager, George P. Schwartz, CFA. Before joining the Firm in 2021, James worked as a consultant at Plante Moran. He holds a Bachelor of Business Administration degree in Finance an.
CFA: Low-Volatility ETFs Have A Sharpe Ratio Problem
VictoryShares US 500 Volatility Wtd ETF implements a simple low-volatility strategy with a portfolio of 500 stocks. CFA is well-diversified with a focus on financials and industrials, and has value characteristics. CFA has underperformed the S&P 500 in return and Sharpe ratio since inception and shows a deeper drawdown, despite lower volatility.
Mercer CFA Institute Global Pension Index 2024 Highlights Need for Retirement System Improvements Given Falling Birth Rates and Increasing Longevity
NEW YORK--(BUSINESS WIRE)--Mercer, a business of Marsh McLennan (NYSE: MMC) and a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people, and CFA Institute today released the 16th annual Mercer CFA Institute Global Pension Index (MCGPI). The Netherlands' retirement income system has retained the top spot on the list, with Iceland and Denmark remaining in second and third places, respectively. “In.
Capital Bank Announces Dominic C. Canuso, CFA as New Chief Financial Officer
ROCKVILLE, Md., July 12, 2024 (GLOBE NEWSWIRE) -- Capital Bank is pleased to announce the appointment of Dominic C. Canuso, CFA, as the new Chief Financial Officer (CFO) for Capital Bancorp, Inc. and Capital Bank, N.A. A seasoned public company executive with a robust background in finance and operations, Mr. Canuso will officially join the organization on July 15, 2024, reporting directly to CEO Ed Barry.
Canadian Gold Corp. Closes First Tranche of Financing, Results of Recent Annual and Special Meeting of Shareholders, Election of Michael Swistun, CFA, to the Board of Directors
Toronto, Ontario--(Newsfile Corp. - June 21, 2024) - Canadian Gold Corp. (TSXV: CGC) ("Canadian Gold" or the "Company") is pleased to announce an initial first tranche closing of its private placement offering, by the issuance of 1,968,750 flow through shares at a price of $0.16 per share, for gross proceeds totalling $315,000. In connection with this first tranche closing, the Company paid $15,900 in finders fees to eligible finders, and insiders subscribed for 312,500 of the total shares issued in this first tranche closing.
