NISM 10A Investment Adviser Level 1 Notes

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  • Downside Risk Focus: Protects investors concerned with potential losses.
  • Return Decomposition: Separates returns into income and capital gains.
  • Benchmark Relevance: Ensures benchmarks reflect portfolio’s investment universe.
  • Performance Periods: Evaluates returns over short, medium, and long terms.
  • Risk Monitoring: Tracks changes in portfolio volatility over time.

NISM 10A NISM Investment Adviser Level 1

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