NISM 10A Investment Adviser Level 1 Notes

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  • Asset Allocation Decision: Determines weights for equities, debt, and other assets.
  • Portfolio Construction Principles: Emphasize diversification, risk management, and goal alignment.
  • Strategic Asset Allocation: Sets long-term asset weights based on investor goals.
  • Tactical Asset Allocation: Adjusts weights short-term to exploit market opportunities.
  • Portfolio Rebalancing: Restores original asset weights to maintain risk-return balance.

NISM 10A NISM Investment Adviser Level 1

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