NISM-Series-XIX-E: Alternative Investment Fund Managers (Category III) CHAPTER 1: INVESTMENTS LANDSCAPE (PART 1)
CHAPTER 1: INVESTMENTS LANDSCAPE (PART 1) This chapter introduces the fundamental concepts of the investment landscape,...
Revision notes and study material for NISM-Series-19E: Category III Alternative Investment Fund Managers Mock Tests exam preparation.
CHAPTER 1: INVESTMENTS LANDSCAPE (PART 1) This chapter introduces the fundamental concepts of the investment landscape,...
CHAPTER 1: INVESTMENTS LANDSCAPE (PART 2) This section completes the comprehensive, exam-focused study notes for Chapter...
CHAPTER 2: TYPES OF INVESTMENTS (PART 1) Learning Objectives of Chapter 2 By studying this chapter, you will understand:...
CHAPTER 2: TYPES OF INVESTMENTS (PART 2) 2.3 Types of Alternative Investments Alternative investments encompass a bro...
CHAPTER 3 (PART 1): INTRODUCTION TO MODERN PORTFOLIO THEORY AND CAPITAL MARKET THEORY 3.1 FRAMEWORK FOR CONSTRUCTING POR...
CHAPTER 3 (PART 2): PORTFOLIO RETURN, RISK, AND OPTIMIZATION 3.5 EXPECTED RATE OF RETURN FOR A PORTFOLIO (EX-ANTE RETURN...
CHAPTER 3 (PART 3): INTRODUCTION TO CAPITAL MARKET THEORY AND THE CAPITAL MARKET LINE 3.10 INTRODUCTION TO CAPITAL MARKE...
CHAPTER 3 (PART 4): THE CAPITAL ASSET PRICING MODEL (CAPM) AND THE SECURITY MARKET LINE (SML) 3.18 UNDERSTANDING SYSTEMA...
NISM Series XIX-E Category III AIF Managers Certification: Comprehensive Chapter 4 Notes (Part 1) Chapter 4: Alternative...
NISM Series XIX-E Category III AIF Managers Certification: Comprehensive Chapter 4 Notes (Part 2) This comprehensive set...
NISM Series XIX-E Category III AIF Managers Certification: Comprehensive Chapter 4 Notes (Part 3) This represents Part 3...
CHAPTER 5: ALTERNATIVE INVESTMENT FUND ECOSYSTEM — PART 1: KEY CONSTITUENTS The Alternative Investment Fund (AIF) indust...
CHAPTER 5: ALTERNATIVE INVESTMENT FUND ECOSYSTEM — PART 2: SPECIALISED CONCEPTS AND SERVICE PROVIDERS The operational ar...
CHAPTER 5: ALTERNATIVE INVESTMENT FUND ECOSYSTEM — PART 3: FUND OPERATIONS MECHANICS & LIFECYCLES Once an Alternativ...
CHAPTER 5: ALTERNATIVE INVESTMENT FUND ECOSYSTEM — PART 4: FINANCIAL MECHANICS & FEES Professional fund management i...
CHAPTER 6: ALTERNATIVE INVESTMENT FUND STRUCTURING — STUDY NOTES (PART 1) ALTERNATIVE INVESTMENT FUND STRUCTURING: CORE...
CHAPTER 6: ALTERNATIVE INVESTMENT FUND STRUCTURING — STUDY NOTES (PART 2) This section focuses on Section 6.3: Anatomy o...
CHAPTER 6: ALTERNATIVE INVESTMENT FUND STRUCTURING — STUDY NOTES (PART 3) This section focuses on Section 6.4: Common Fu...
CHAPTER 6: ALTERNATIVE INVESTMENT FUND STRUCTURING — STUDY NOTES (PART 4) This final part of the Chapter 6 notes focuses...
Chapter 7 — Fee Structure and Fund Performance Part 1: Management Fees and Other Expenses Part 1: Management Fees and Ot...
Chapter 7 — Fee Structure and Fund Performance Part 2: Hurdle Rate and High-Water Mark — Foundations and Best-Case Scena...
Chapter 7 — Fee Structure and Fund Performance Part 3: High-Water Mark (Worst-Case Scenario), Catch-up Clause, and Profi...
Chapter 7 — Fee Structure and Fund Performance Part 4: Gross vs. Net Returns & Impact of GST on Fund Fees In alterna...
Chapter 7 — Fee Structure and Fund Performance Part 5: Risks in Alternative Investment Funds — Fund-Level and Investor-L...
Chapter 7 — Fee Structure and Fund Performance Part 6: Risk Measures — Standard Deviation, Skewness, Kurtosis, and Maxim...
Chapter 7 — Fee Structure and Fund Performance Part 7: Return Measures in Alternative Investments — Gross/Net IRR, J-Cur...
Chapter 7 — Fee Structure and Fund Performance Part 8: Multiples Method, Direct Alpha, Tax Impact, and Risk-Adjusted Met...
Chapter 8: Indices and Benchmarking — Part 1: Index Fundamentals and Weighting Methodologies 8.1 Understanding Market...
Chapter 8: Indices and Benchmarking — Part 2: Index Construction and Stock Market Indices 8.4 Quantitative and Qualit...
Chapter 8: Indices and Benchmarking — Part 3: Bond Market Indices and Hybrid Benchmarks 8.6 Bond Market Indices (Debt...
Chapter 8: Indices and Benchmarking — Part 4: Performance Benchmarking and Evaluation 8.8 Performance Benchmarking: C...
Chapter 9: Legal Documentation and Negotiations (Part 1 of 4) Comprehensive Guide to AIF Legal Architecture and Const...
Chapter 9: Legal Documentation and Negotiations (Part 2 of 4) The Contractual Architecture: Investment Management Agr...
Chapter 9: Legal Documentation and Negotiations (Part 3 of 4) The Disclosure and Operational Standard: Private Placem...
Chapter 9: Legal Documentation and Negotiations (Part 4 of 4) The Supporting Ecosystem: Support Services, Depository...
CHAPTER 10: INVESTMENT STRATEGIES (PART 1 OF 4) 10.1 Introduction to Category III AIF Investment Strategies Category III...
CHAPTER 10: INVESTMENT STRATEGIES (PART 2 OF 4) 10.1.1.3 Market-Neutral Strategy 1. Philosophy and Strategic Objectives...
CHAPTER 10: INVESTMENT STRATEGIES (PART 3 OF 4) 10.1.2 Global-Macro Strategy 1. Philosophy and Strategic Objectives The...
CHAPTER 10: INVESTMENT STRATEGIES (PART 4 OF 4) 10.1.4 Event-driven Investment Strategies Event-driven Investment Strate...
Chapter 11: Governance of Funds and Due Diligence — Short Notes (Part One: Pre-Investment Due Diligence & Definitive...
Chapter 11: Governance of Funds and Due Diligence — Short Notes (Part Two: Regulation on Governance Structure in AIFs) T...
Chapter 11: Governance of Funds and Due Diligence — Short Notes (Part Three: Conflict Mitigation, Co-Investments, and Co...
NISM-Series-XIX-E: Category III Alternative Investment Fund Managers — Chapter 12: Valuation (Part 1 of 5) 1. Introdu...
NISM-Series-XIX-E: Category III Alternative Investment Fund Managers — Chapter 12: Valuation (Part 2 of 5) 1. Underst...
NISM-Series-XIX-E: Category III Alternative Investment Fund Managers — Chapter 12: Valuation (Part 3 of 5) 1. Discoun...
NISM-Series-XIX-E: Category III Alternative Investment Fund Managers — Chapter 12: Valuation (Part 4 of 5) 1. Relativ...
NISM-Series-XIX-E: Category III Alternative Investment Fund Managers — Chapter 12: Valuation (Part 5 of 5) 1. Class a...
NISM-Series-XIX-E Alternative Investment Fund Managers: Chapter 13 – Fund Monitoring, Reporting and Exit (Part 1 of 4) E...
NISM-Series-XIX-E Alternative Investment Fund Managers: Chapter 13 – Fund Monitoring, Reporting and Exit (Part 2 of 4) T...
NISM-Series-XIX-E Alternative Investment Fund Managers: Chapter 13 – Fund Monitoring, Reporting and Exit (Part 3 of 4) E...
NISM-Series-XIX-E Alternative Investment Fund Managers: Chapter 13 – Fund Monitoring, Reporting and Exit (Part 4 of 4) T...
CHAPTER 14: TAXATION (PART 1 OF 4) — FUND-LEVEL LEGAL STRUCTURES & CORE TAXATION FRAMEWORK 1. Introduction to Alt...
CHAPTER 14: TAXATION (PART 2 OF 4) — HEAD-WISE TAXATION OF INCOME STREAMS & TRANSACTIONAL IMPLICATIONS 1. Charact...
CHAPTER 14: TAXATION (PART 3 OF 4) — LOSS REGIMES, ANTI-AVOIDANCE RULES & INDIRECT TAXES 1. Set-Off and Carry-For...
CHAPTER 14: TAXATION (PART 4 OF 4) — CROSS-BORDER TAXATION, WITHHOLDING COMPLIANCES, FATCA/CRS & INVESTOR CASE STUDI...
Chapter 15: Regulatory Framework of Alternative Investment Funds (AIFs) — Comprehensive Short Notes (Part 1 of 5) 15....
Chapter 15: Regulatory Framework of Alternative Investment Funds (AIFs) — Comprehensive Short Notes (Part 2 of 5) 15....
Chapter 15: Regulatory Framework of Alternative Investment Funds (AIFs) — Comprehensive Short Notes (Part 3 of 5) 15....
Chapter 15: Regulatory Framework of Alternative Investment Funds (AIFs) — Comprehensive Short Notes (Part 4 of 5) 15....
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