NISM PMS Distributors ( NISM 21A ) Certification Exam Notes
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Asset Allocation: Balances risk and return through diversified investments.
Investment Policy Statement (IPS): Documents client objectives and constraints.
Risk Profiling: Assesses client risk tolerance and investment horizon.
Strategic Asset Allocation (SAA): Long-term allocation based on risk-return goals.
Tactical Asset Allocation (TAA): Short-term adjustments to exploit market opportunities.
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