NISM 21B Portfolio Managers Exam Notes

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  • Portfolio Monitoring: Tracks performance, IPS alignment.
  • Tactical Adjustments: Exploit market opportunities.
  • Strategic vs. Tactical: Strategic (long-term), tactical (short-term).
  • Rebalancing Frequency: Periodic or threshold-based.
  • Threshold Rebalancing: Uses deviation limits.

NISM 21B Portfolio Managers

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