NISM 10A Investment Adviser Level 1 Notes

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  • Peer Comparison: Assesses relative performance within similar investment categories.
  • Attribution Models: Use single-factor or multi-factor models for detailed analysis.
  • Portfolio Adjustments: Performance data guides rebalancing and strategy changes.
  • Investor Objectives: Performance metrics align with client goals and risk tolerance.
  • Regulatory Compliance: SEBI mandates accurate performance reporting.

NISM 10A NISM Investment Adviser Level 1

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