NISM 19C Alternative Investment Fund Managers Exam Notes

Page 88 Of 154

Go to:

  • Portfolio Updates: Detail changes in holdings or investment focus.
  • Market Commentary: Provide context for fund performance.
  • Investor Education: Explain complex strategies or market trends.
  • Regulatory Reporting: Copies shared with investors for transparency.
  • Fund Events: Notify investors of extensions or side pocketing.

NISM 19C Alternative Investment Fund Managers

MODELEXAM MODELEXAM®