NISM 21B Portfolio Managers Exam Notes

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  • Active Management: Outperforms benchmarks via decisions.
  • Passive Management: Tracks benchmarks, low costs.
  • Rebalancing Triggers: Market movements, client changes.
  • Asset Classes: Equities, bonds, real estate, commodities.
  • Risk-Return Optimization: Balances expected returns, risk.

NISM 21B Portfolio Managers

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