Ammar A. Ali, CFA

Experience

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  Askari Investment Management Ltd

  Dec 2009 - Apr 2012

  Research Analyst

  Askari Investment is a leading asset management company, backed by one of the largest financial services and energy conglomerates, in Pakistan. Askari Investment focuses on the investment needs of a broad range of clients through its multi-asset funds and investment advisory services.• Established coverage on ‘Food Producers’, ‘Cement’, ‘Oil Marketing’ & ‘General Industrial’ sectors as a Buy-Side equity analyst.• Developed financial models for analysis and valuation of large cap’ companies, using various valuation methodologies including dividend discount, free cash-flow, and relative valuation models which significantly contributed to the establishment of the "Equity & Fixed Income Research" department. • Implemented advanced allocation models including ‘Black-Litterman’ and ‘Treynor Black’ to determine optimal asset allocation and streamline investment strategy of the Askari Equity Fund.• Carried out detailed credit research and analysis of performing and non-performing fixed income instruments (TFCs & Islamic Sukuks), which helped determine exposure limits and enhance returns of the Fixed Income funds.• Prepared presentations and valuation reports on a regular basis to update the investment committee on possible investment opportunities. Show less

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  National University of Singapore

  Sept 2012 - Jul 2013

  Graduate Researcher - Market Monitoring (Credit Research Initiative - Risk Management Institute)

  The Credit Research Initiative (CRI) is a non-profit undertaking by the Risk Management Institute at NUS, seeking to promote research and development in the critical area of credit risk. The foundation of the CRI is the probability of default (PD) model based on a database of over 60,000 listed firms in Asia Pacific, North America, Europe, Latin America, the Middle East and Africa.• Prepared credit reports assessing the impact of specific events on the PD produced by CRI.• Investigated changes in PD of economies and corporations and provided feedback, in order to better calibrate the Institute’s model for calculating PD.• Utilized PD to analyse the framework of risk based investing by using alternate risk measures.• Contributed to 'Quarterly Credit Review' published by RMI.• Organized the Annual Risk Conference 2013 covering latest developments in risk management. Show less

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  Capital Dynamics group

  Jan 2014 - Feb 2015

  Fund Manager

  Capital Dynamics is a fund management firm catering to the investment needs of retail, high net worth, corporate and institutional investors through individually managed accounts and the i Capital family of managed funds. With offices in Sydney, Singapore, Kuala Lumpur, Hong Kong and Shanghai, Capital Dynamics is Asia’s first global investment house.• Fund manager with focus on Malaysian listed equities ranging from sectors including ‘Palm Oil’, ‘Banks’, ‘Autos’, ‘Consumer Discretionary’ and ‘Broad-line Retailers’.• Developed and applied investment filters using historical and projected financials to identify investment opportunities in Asian equity markets.• Prepared detailed financial models and conducted financial analysis of Asian listed equities.• Recommended investment avenues for Group’s listed funds and separately managed accounts.• Conducted due diligence for the first ever dual listed closed end fund.• Lead the Quants team in determining the optimal structure for the dual listed fund.• Contributed to the weekly investment letter published by Group Company.• Managed client queries related to fund performance.• Delivered investment related talks to the general public in the Investor Day held by Capital Dynamics. Show less

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  Circles

  Apr 2015 - Jun 2015

  Independant Consultant
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  Stradegi Solutions

  Aug 2015 - Oct 2018

  Business Consultant

  Stradegi is an Asia based management consultancy focused exclusively on the investment management industry. The team advises asset managers, insurance companies, pension funds and sovereign wealth funds in the areas of business strategy, operations, technology and governance. Sample engagements as a Business Consultant at Stradegi include: • Project Manager –Phase 2 Implementation of Investment Book of Records at the Investment Division of a Leading Insurance Company in Hong Kong.• Business Consultant / Project Manager – Internal Investment Research Solution leveraging on Big Data • Project Manager / Functional Lead – Implementation of Islamic investments performance measurement at Malaysia’s biggest pension fund (BISAM B-One)• Project Manager / Functional Lead- Implementation of Transaction Based performance measurement at Malaysia’s biggest pension fund (BISAM B-One) Show less

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  Alpha FMC

  Nov 2018 - now

  • Director, Asset & Wealth Management Consulting – Middle East

    Jun 2024 - now

  • Director, Asset & Wealth Management Consulting – APAC

    Apr 2023 - Aug 2024

  • Senior Manager, Asset & Wealth Management Consulting – APAC

    Apr 2020 - Apr 2023

  • Manager, Asset & Wealth Management Consulting – APAC

    Nov 2018 - Apr 2020