Taseer Abbas, CFA, FCCA
Investment Manager at Derayah- Claim this Profile
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Urdu -
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Bio
Ahmed Zeeshan, ACCA, CFA, PMP
Saad Khan
Taseer is probably the most sought after analyst. I have always valued his insight and analytical skills. He has a very innovative approach in his analysis. I wish him all the best.
Ahmed Zeeshan, ACCA, CFA, PMP
Saad Khan
Taseer is probably the most sought after analyst. I have always valued his insight and analytical skills. He has a very innovative approach in his analysis. I wish him all the best.
Ahmed Zeeshan, ACCA, CFA, PMP
Saad Khan
Taseer is probably the most sought after analyst. I have always valued his insight and analytical skills. He has a very innovative approach in his analysis. I wish him all the best.
Ahmed Zeeshan, ACCA, CFA, PMP
Saad Khan
Taseer is probably the most sought after analyst. I have always valued his insight and analytical skills. He has a very innovative approach in his analysis. I wish him all the best.
Credentials
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Chartered Financial Analyst, CFA Charterholder
CFA InstituteSep, 2015- Nov, 2024 -
ACCA
ACCAJun, 2011- Nov, 2024
Experience
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Derayah Financial
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Saudi Arabia
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Financial Services
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100 - 200 Employee
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Investment Manager
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Jun 2016 - Present
As a MENA Investment Manager, I am responsible for following activities;• Managing multi asset portfolios valuing more than SR 4.0 billion for High Net Worth individuals and Institutional clients with local and international focus. Consistently generating return above the benchmark (DPM and Fund factsheets can be provided upon request) • Received the award for Best Saudi Equity Fund – 3 year return from Refinitive Lipper, Best Fund of the year 2019 and MENA Equity Fund of the year 2019 (3 Year performance)by MENA Fund Manager Performance Awards• Completed key projects for the Asset Management department including Fund Manager Quality Rating by Moody’s. MQ2 Rating was assigned to Derayah• Developing asset allocation models involving equities, fixed income and structured products for institutional clients• Developed and implemented investment strategy for new markets (Egypt, Kuwait etc) in response to changing investment needs of clients• Active participation with business development team to increase assets under management for the department • Worked for Private Equity function of Derayah. Having being involved in various transactions ranging from fintech companies to consumer discretionary involving different financing stages• Leading a team of analysts on different economic sectors, performing excel based valuation of companies covering 70% of Tadawul market cap• Doing equity research with primary focus on banking, transportation and retail sector (cyclical and non-cyclical, healthcare etc). Attending conferences and meetings with the management of companies to develop an investment opinion• Assisting the senior management with idea generation and relevant policy making for asset management• Advising the senior management on different investment opportunities as they arise from time to time Show less
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Investment Analyst
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Oct 2014 - Jun 2016
• Responsible for advising investment committee about investment actions in designated sectors i.e. Banking, Telecom, Retail, Food, Transport etc• Providing investment committee with new investment ideas based on in-depth analysis of subject company and rigorous excel based financial models• Managing client’s portfolio with a mandate to generate high income (income portfolio)• Assisting the portfolio manager with portfolio decisions, re-balancing portfolio to optimal weights and making necessary trades• Advising the senior management on investment opportunities for the company’s proprietary funds• Communication with clients to discuss our strategies, market outlook and performance of DPM• Preparing Investment Policy Statements (IPS) for clients• Developing material to get new mandates for Discretionary Portfolio Management (DPM)• Extensive communication with the management of covered companies to keep track of latest developments Show less
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BMA Capital Management Ltd.
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Pakistan
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Financial Services
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200 - 300 Employee
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Research Analyst
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Sep 2013 - Sep 2014
I joined BMA Capital in Sep-13 and have Fertilizer, Refineries, Power and Multi Utilities under active coverage. The companies include: Power: Hub Power Company Kot Addu Power Company Nishat Chunian Power Limited Nishat Power Limited Refineries: Attock Refinery Limited and National Refinery Limited Fertlizers: Fauji Fertilizer Company Limited Fauji Fertilizer Bin Qasim Limited Engro Corporation Limited Engro Fertilizer Limited Multi Utilities: Sui Southern Gas Company Limited Sui Northern Gas Pipelines Limited Show less
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Arif Habib Limited
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Pakistan
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Capital Markets
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100 - 200 Employee
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Research Analyst
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Aug 2012 - Sep 2013
I have been working with Arif Habib Limited since September, 2012 as research analyst. The sectors under my research coverage include power and textile. My responsibilities include: • Industry Analysis • Share valuation using a financial model • Writing research reports • Projecting company financials • Keeping our clients updated about any development regarding sector or company under coverage • Writing brief write ups on companies not under coverage, on client request Companies under research coverage: • Hub Power Company Limited (HUBC) • Kot Addu Power Company Limited (KAPCO) • Nishat Chunian Power Limited (NCPL) • Nishat Power Limited (NPL) • Nishat Mills Limited (NML) • Nishat Chunian Limited (NCL) Show less
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Education
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2011 - 2015
CFA Institute
Cleared all three exams of CFA in first attempt, Charter Holder, Finance -
2017 - 2017
CAIA Association
Investments and Securities -
2010 - 2011
ACCA
ACCA -
Oxford Brookes University
Bachelor’s Degree, Accounting -
2006 - 2008
Forman Christian College
Intermediate, Biology, General -
1994 - 2006
Narowal Public School, Narowal
Matriculation, A
Community
