NISM X Taxmanns Portfolio Managers Blending Foundational Knowledge | Advanced Theories | Regulatory Insights | Practical Exa

The Portfolio Managers Workbook Provides An InDepth And Systematic Exploration Of The Concepts, Regulations, And Best Practices In Portfolio Management Services (Pms). It Equips Professionals And Learners With The Knowledge Essential To Understand The Pms Landscape Effectively. The Content Seamlessly Combines Foundational Investment Knowledge, Advanced Theoretical Frameworks, And A Thorough Exposition Of IndiaS Regulatory Environment.This Book Will Be Helpful For The Following: Portfolio Managers & Pms Employees Principal Officers, Analysts, And Frontline Staff Who Require A Solid Grounding In Pms Operations, Compliance, And Client Interactions Market Practitioners & Investors Financial Advisors, Investment Consultants, And Discerning Investors Seeking Clarity On Portfolio Construction, Risk Management, And Performance Evaluation. Aspiring Professionals & Students Those Preparing For The Nism Certification Examination XxiB Or Looking To Broaden Their Understanding Of Securities Markets, Asset Allocation, And Modern Portfolio Theorythe Present Publication Is The December 2024 Workbook Version, Developed By Dr Rachana Baid (Professor At Nism) And Reviewed By Dr Kishore Rathi And Dr Kameshwar Rao (Nism Resource Persons). It Is Published Exclusively By Taxmann For Nism Certification Examination XxiB [Portfolio Managers], With The Following Noteworthy Features: [Comprehensive Content]O Covers Everything From Investment Basics To Advanced Portfolio Construction, Highlighting The Role And Responsibilities Of A Portfolio Managero Provides A Thorough Explanation Of Fixed Income, Equities, Derivatives, And Mutual Funds. [Regulatory & Compliance Insight]O Offers An InDepth Understanding Of Relevant Sebi Regulations, Governance, Tax Implications, And Ethical Considerations Specific To Portfolio Managerso Equips Readers To Manage Compliance Challenges Adeptly [Practical & Applied Approach]O Incorporates Examples, Illustrative Case Studies, And Best Practices To Make The Concepts Easily Comprehensibleo Emphasises Operational Facets Of Pms, Including Client Onboarding, Performance Measurement, Fees, Disclosures, And Grievance Redressal [Advanced Theoretical Frameworks]O Delivers Clear Explanations Of Modern Portfolio Theory, Capital Market Theory, Behavioural Finance, And Concepts Of Market Efficiencyo Explains Crucial Models And Methods To Analyse And Optimise Portfolios In A Dynamic Investment Environment [Performance Evaluation & Reporting]O Guides Readers On Quantitative And Qualitative Techniques For Evaluating Portfolio Performance, RiskAdjusted Returns, And Benchmark Comparisonso Details The Adoption Of Global Performance Measurement Standards Such As GipsThe Detailed Contents Of The Book Are As Follows: Foundational Investment Knowledge Distinguishes Between Investment And Speculation, Explains Objectives And Outlines Various Investment Channels Securities Markets Overview Examines The Structure Of Primary And Secondary Markets, Detailing The Roles Of Diverse Market Participants Equity & Fixed Income Outlines The Risks And Return Prospects Of Equity And Bonds, Along With Valuation And Technical/Fundamental Analysis Methods Derivatives & Mutual Funds Demonstrates The Strategic Use Of Derivatives In Hedging And Portfolio Optimisation; Elucidates Mutual Fund Structure And Benefits Role & Operations Of Portfolio Managers Clarifies Registration Requirements, Types Of Services, Client Onboarding, Disclosure Norms, And DayToDay Operational Procedures Portfolio Management Process Provides Insights Into Asset Allocation, Correlation Across Different Asset Classes, Portfolio Rebalancing, And Tactical Vs. Strategic Allocation Taxation & Regulatory Norms Summarises Tax Treatments Across Varied Income Streams And Relevant Sebi Guidelines, Insider Trading Prohibitions, And AntiMoney Laundering Regulations Market Efficiency & Indices Investigates Index Methodologies, Significance Of Market Efficiency, Random Walk Theory, Market Anomalies, And Their Portfolio Implications Behavioural Finance & Modern Portfolio Theory Discusses Biases, Heuristics, And The Development Of Efficient Frontiers For Optimising Portfolio Returns Risk Management & Performance Evaluation Explores Different Types Of Risk, Measurement And Mitigation Strategies, Performance Attribution Analysis, Benchmarking, And Global Best Practices