Description
TAXMANN Portfolio Managers by National Institute of Securities Markets , An Educational Initiative of SEBI
Portfolio Management Services (PMS) Distributors seek to create a common minimum knowledge benchmark for principal officers and other employees of the PMS Firms.
The Present Publication is the May 2023 workbook version, published exclusively by Taxmann for NISM Certification Examination XXI-B [Portfolio Managers], with the following noteworthy features:
[Know the Basics] of investments, securities markets, investing stocks, understanding fixed income securities, derivatives and mutual funds
[Understand] the following:
Indices, the concept of information efficiency, behavioural finance, modern portfolio theory, equity & fixed income portfolio management strategies
The role of portfolio managers; operational aspects of portfolio management services and the portfolio management process; performance measurement and evaluation of portfolio managers
[Get Oriented] to the taxation aspects and regulatory, governance and ethical aspects of portfolio managers
The detailed contents of the book are as follows:
Investments
Introduction to Securities Markets
Investing in Stocks
Investing in Fixed Income Securities
Derivatives
Mutual Fund
Role of Portfolio Managers
Operational Aspects of Portfolio Managers
Portfolio Management Process
Taxation
Regulatory, Governance and Ethical Aspects of Portfolio Managers
Introduction to Indices
Concept of Informational Efficiency
Behavioural Finance
Introduction to Modern Portfolio Theory
Introduction to Capital Market Theory
Risk
Equity Portfolio Management Strategies
Fixed Income Portfolio Management Strategies
Performance Measurement and Evaluation of Portfolio Managers
Portfolio Rebalancing