NISM 21B Portfolio Managers Exam Notes

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  • Risky Asset Allocation: Multiplier × (Portfolio Value - Floor).
  • Risk-Free Asset: Government bonds, low risk.
  • Rebalancing Frequency: Balances costs vs. benefits.
  • Threshold Triggers: Predefined deviation limits.
  • Portfolio Monitoring: Tracks drift, performance.

NISM 21B Portfolio Managers

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