NISM PMS Distributors ( NISM 21A ) Certification Exam Notes

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  • Client Preferences: Guide asset selection and allocation.
  • Performance Evaluation: Uses benchmarks to assess portfolio success.
  • Active Management: Involves frequent monitoring and adjustments in TAA.
  • Portfolio Optimization: Balances risk and return for client goals.
  • Performance Measurement: Assesses portfolio returns and risks.

NISM PMS Distributors ( NISM 21A )

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