NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Benchmarks: Benchmarks like NIFTY or BSE Sensex help evaluate fund performance.
  • Risk Measures: Include standard deviation, beta, and tracking error for risk assessment.
  • Fund Selection: Considers returns, risk, liquidity, and alignment with retirement goals.
  • Performance Metrics: Include CAGR, XIRR, and Sharpe ratio for fund evaluation.
  • Market Risk: Volatility in returns affects fund suitability for retirement.

NISM 17 Retirement Adviser

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