NISM PMS Distributors ( NISM 21A ) Certification Exam Notes

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  • Performance Reporting: Includes TWRR and trailing benchmark returns.
  • Valuation Standards: Ensure fair pricing of portfolio assets.
  • Manager Selection: Based on performance, fees, and due diligence.
  • Risk-Return Profile: Must align with benchmark for fair comparison.
  • Attribution Analysis: Breaks down performance into allocation and selection.

NISM PMS Distributors ( NISM 21A )

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