Taxmann’s Portfolio Managers by NISM – Edition December 2021

Portfolio Management Services (PMS) Distributors seeks to create a common minimum knowledge benchmark for principal officers and other employees of the PMS Firms.

The Present Publication is the May 2021 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] about indices, the concept of information efficiency, behavioural finance, modern portfolio theory, equity & fixed income portfolio management strategies
• [Understand] the role of portfolio managers; operational aspects of portfolio management services and about 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:

• Investment Landscape
• Introduction to Securities Markets
• Investing in Stocks
• Investing in Fixed Income Securities
• Derivatives
• Mutual Funds
• Role of Portfolio Managers
• Operational Aspects of Portfolio Managers
• Portfolio Management Process
• Taxation
• Regulatory, Governance and Ethical Aspects of Portfolio Managers
• Introduction to Indices
• 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

The National Institute of Securities Markets (NISM) is a public trust established in 2006 by the Securities and Exchange Board of India (SEBI), the regulator of the securities markets in India. he institute carries out a wide range of capacity building activities at various levels aimed at enhancing the quality standards in securities markets. The institute’s six schools of excellence work in synergy towards professionalized securities markets.

The Six Schools of Excellence:

School for Securities Education (SSE)
School for Certification of Intermediaries (SCI)
School for Regulatory Studies and Supervision (SRSS)
School for Investor Education and Financial Literacy (SIEFL)
School for Corporate Governance (SCG)
School for Securities Information and Research (SSIR)