NISM 10A Investment Adviser Level 1 Notes

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  • Asset Allocation Impact: Measures contribution of asset class weights to returns.
  • Security Selection: Assesses impact of individual security choices on performance.
  • Risk-Adjusted Metrics: Help investors compare portfolios with different risk levels.
  • Portfolio Return Calculation: Uses time-weighted or money-weighted methods.
  • Time-Weighted Return: Eliminates impact of cash flows for performance measurement.

NISM 10A NISM Investment Adviser Level 1

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