NISM 21B Portfolio Managers Exam Notes

Page 161 Of 168

Go to:

  • Rebalancing Need: Arises from market, investor changes.
  • Portfolio Drift: Deviation from target allocations.
  • Market Movements: Shift asset weights, alter risk.
  • Investor Changes: Employment, goals affect rebalancing.
  • Rebalancing Definition: Restores strategic allocation.

NISM 21B Portfolio Managers

MODELEXAM MODELEXAM®