NISM 21B Portfolio Managers Exam Notes

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  • Rebalancing Policy: Part of IPS, guides frequency.
  • Portfolio Optimization: Enhances risk-return efficiency.
  • SEBI Compliance: Ensures transparent practices.
  • Client Communication: Updates on rebalancing.
  • Excel/Calc Tools: Used for rebalancing calculations.

NISM 21B Portfolio Managers

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