NISM 21B Portfolio Managers Exam Notes

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  • Transaction Costs: Impact rebalancing decisions.
  • Liquidity Needs: Influence allocation, rebalancing.
  • Performance Evaluation: Compares to benchmarks, goals.
  • SEBI Compliance: Ensures regulatory alignment.
  • Portfolio Optimization: Uses MPT for risk-return efficiency.

NISM 21B Portfolio Managers

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