NISM 21B Portfolio Managers Exam Notes

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  • GIPS Disclosures: Fees, benchmark, currency.
  • Performance Reporting: Gross/net returns, risk metrics.
  • Client Reporting: Periodic performance updates.
  • Due Diligence: Evaluates manager’s process, track record.
  • Portfolio Manager Selection: Based on performance, strategy.

NISM 21B Portfolio Managers

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