Nawan Butt Naveed

Nawan Butt Naveed

Portfolio Manager-Equities at Purpose Investments, Inc.

Consumer Services
Finance

Profile

Mr. Nawan B.
Naveed, CFA, is a Portfolio Manager at Purpose Investments, Inc. He has spent 5 years with Purpose developing a deep understanding of client needs with the product team before applying his skills sets in portfolio management starting in 2018.
He combines in depth fundamental research with quantitative overlays in contribution to the security selection processes for the firm.
He is also responsible for the implementation of asset allocation across multiple mandates.
He earned his MSc in Finance from Simon Fraser University and is a CFA charterholder.

Nawan Butt Naveed active positions

CompaniesPositionStart
Portfolio Manager-Equities 2018-04-30
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Training of Nawan Butt Naveed

University of Calgary Undergraduate Degree
Simon Fraser University Graduate Degree

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100 +

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3

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