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课程名称：NISM XIX C替代投资基金经理模拟测试 课程概述：本课程旨在帮助学习者成功通过NISM-Series-XIX-C: 替代投资基金经理考试。提供了一套精心设计的模拟测试，涵盖了替代投资领域的各个章节，确保学习者对投资的深入理解和实际洞见。本测试系列共有6个模拟测试，题库超过1500道问题（参考了2023年12月的NISM工作手册）。此模拟测试也包含在我们3000多道问题及案例问题的印刷书籍中，书名为《NISM-Series-XIX-C: 替代投资基金经理考试准备指南》。如需购买印刷版图书，可在主要电商平台如亚马逊/Flipkart等处获取。若希望获取额外的学习资源，欢迎访问作者网站。 模拟测试的测试目标及学习成果包括： 1. 投资环境：估算所需收益率、市场参与者、投资的意义、印度证券市场概述、风险类型等。 2. 投资类型：替代投资的起源与发展、投资渠道、传统投资与替代投资的角色等。 3. 信息效率概念：市场效率、有效资本市场与随机游走理论。 4. 现代投资组合理论介绍：个体证券的预期收益率、投资组合构建框架等。 5. 资本市场理论介绍：资本市场线、市场组合、市场风险与非市场风险。 6. 印度的替代投资基金及其适用性：作为风险管理工具的AIF、AIF与共同基金的比较等。 7. 替代投资基金生态系统：资本承诺、尽职调查、费用与开支、首轮和最终关闭等。 8. 替代投资基金结构化：AIF宪章的构成、买断交易、常见的AIF基金结构等。 9. 费用结构与基金表现：AIF的费用结构、高水位标记、税务与基金表现评估等。 10. 指数与基准：债券市场指数、股票市场指数、表现基准。 11. 投资策略、投资过程与基金治理：AIF投资经理行为规范、治理结构等。 12. 投资者角度的基金尽职调查：对法律文件的尽职调查、经理评估等。 13. 法律文件与谈判：投资者章程、私募备忘录、投资管理协议等。 14. 估值：股权估值与业务估值、净资产价值（NAV）、固定收益工具的估值等。 15. 基金监控、报告与退出：退出选项、基金报告、监管框架等。 16. 税务：GAAR、ITAT下损失的结转与抵扣等。 17. 监管框架：合格投资者框架、AIF的行为规范、外资投资等。 此模拟测试通过详细的问题设计，帮助学习者理解概念，并能在最终考试的案例问题中灵活应用。
Unlock the key to success in the NISM-Series-XIX-C: Alternative Investment Fund Managers Exam with our comprehensive mock test. This meticulously crafted resource is designed to equip learners with in-depth knowledge and practical insights across various chapters, ensuring a thorough understanding of the alternative investment landscape. Within the test series of 6 Mock test, learners will find comprehensive 1500+ question bank. (NISM Workbook Version December 2023 used as reference to develop this Mock Test)This Mock Test is part of our Printed Book with 3000+ Question Bank with case-based questions.Printed Book Name: NISM-Series-XIX-C: Alternative Investment Fund Managers Exam Preparation Guide with 3000+ Question Bank & Case Based QuestionsIf you like to avail the printed Book, can get it from all major ecom platform like Amazon/Flipkart etc. Please visit Author's website if like to avail the printed version of the book along with additional learning resources.Case-Based Questions are available only on Printed book or eBook Only. However the questions in this mock test created in detail to help in understanding conceptual aspect and apply them on case based question during final examTEST OBJECTIVES & LEARNING OUTCOMES COVERED IN THIS ONLINE MOCK TEST1. INVESTMENTS LANDSCAPEEstimating the required rate of returnMarket ParticipantsMeaning of InvestmentsOverview of Indian Securities MarketsTypes of risks2. TYPES OF INVESTMENTSAlternative Investments - Antecedents and GrowthChannels for making investments.Other investmentsRole of Alternative Investments in Portfolio ManagementTraditional InvestmentsTraditional Investments - DerivativesTraditional Investments - EquityTraditional Investments - Fixed income securitiesTypes of Alternative InvestmentsTypes of investment opportunities3. CONCEPT OF INFORMATIONAL EFFICIENCYConcept of market efficiencyEfficient Capital markets and Random Walk TheoryImplication of market efficiency on Valuation and Portfolio ManagementMarket Anomalies4. INTRODUCTION TO MODERN PORTFOLIO THEORYExpected rate of return for individual securityFramework for constructing portfolios MPTPortfolio Optimization process5. INTRODUCTION TO CAPITAL MARKET THEORYCapital Market LineMarket PortfolioTypes of risk - market and non-market risk6. ALTERNATIVE INVESTMENT FUNDS IN INDIA AND ITS SUITABILITYAIF as a Risk Management ToolCategories of AIFsCategory III AIFs vs. Mutual FundsComparison between Category III AIF and Traditional InvestmentsComparison of CategoriesEvolution and growth of Alternative Investment Funds in IndiaRole of AIFs in Portfolio DiversificationSuitability of AIF products to InvestorsTypes of AIFs7. ALTERNATIVE INVESTMENT FUND ECOSYSTEMCapital Commitment and Sponsor CommitmentConcepts prevalent in the AIF industryDue Diligence & ESGFees and Expenses , Lock-in Period and Exit LoadFirst close and Final close & Green Shoe OptionService Providers8. ALTERNATIVE INVESTMENT FUND STRUCTURINGAnatomy of AIF ConstitutionBuy-out TransactionsCommon Fund structures of AIFComparative AnalysisGeneral ‘Pooling' ConsiderationsMaster Feeder Structure and Parallel StructureOff-shore and On-shore FundsPrinciple of PoolingTypes of Buy-outs9. FEE STRUCTURE AND FUND PERFORMANCEClawback, Gross & Net Returns of AIFsFee structure of an AIFHigh-Water MarkHurdle RateImpact of Tax & Fund Performance EvaluationPre and Post Tax ReturnsReturn MetricsRisk MeasuresRisk-Return MetricsRisks in AIFTypes of Risks in AIFs10. INDICES AND BENCHMARKINGBond Market IndicesCorporate Bond IndexIndex MethodologiesMSCI Indices for IndiaPerformance BenchmarkingStock market indicesStock-Bond (Composite) IndicesThe uses of Indices11. INVESTMENT STRATEGIES, INVESTMENT PROCESS AND GOVERNANCE OF FUNDSCode of Conduct of Investment Managers of AIFs and Investment CommitteeCo-investments in AIFsDefinitive AgreementsGovernance of FundsIndustry best practicesInvestment ProcessInvestment Strategies used by Category III AIFsInvestor Protection Rights in Category I and II AIFsRegulation on Governance Structure in AIFRole of Human Capital in avoiding Conflict of InterestsVarious Investment Strategies for all categories of AIFs12. FUND DUE DILIGENCE - INVESTOR PERSPECTIVEDue Diligence on other Legal DocumentsFund Due DiligenceFund Due Diligence Information and QuestionnaireKey Man ClauseManager EvaluationManager SelectionMitigation of Conflict of Interest13. LEGAL DOCUMENTATION AND NEGOTIATIONSInvestor Charter for Alternative Investment FundsPrivate Placement MemorandumSubscription (Investor Contribution) AgreementThe Investment Management AgreementTrust Deed/ LLP Deed/ Memorandum and Articles of AssociationWrapper & Support Services Agreements14. VALUATIONApproaches to Equity Valuation & Business ValuationAsset based ValuationBasics of valuation of fixed income instrumentsDCF ValuationGeneral Approach to Fund ValuationNet Asset Value (NAV)Relative or Multiple based ValuationRole of third-party Registered ValuersValuation Basics for Fixed Income InstrumentsValuation of AIF Portfolio InvestmentsValuation Techniques15. FUND MONITORING, REPORTING AND EXITExit OptionsFund ReportingLiquidation SchemeMonitoring AIF Progress and PerformanceRegulatory Framework for Fund Monitoring and ReportingSecondary Exits & Winding Up of an AIF16. TAXATIONGAARMLISet off and carry forward of loss under the ITATaxation of Category I and Category II AIFsTaxation of Category III AIF17. REGULATORY FRAMEWORKAccredited Investor FrameworkCode of Conduct for AIFsFDI and its Economic SignificanceFirst Close, Final Close and Tenure of Funds / SchemesForeign Account Tax Compliance Act and Common Reporting StandardForeign Investments in AIFsGuidelines on Operational, Prudential and Reporting Norms for Category III AIFsInspectionInvestment Conditions applicable to AIFsInvestment Framework under FEMAInvestments by NRIs and PIOs & Inbound Foreign Investment RoutesInvestors' subscription to the Fund/Scheme &Dematerialization of AIF UnitsMarket Surveillance by AIFsOverseas Investments by AIFsPeriodic Disclosures and ReportingRaising Corpus CapitalRegulatory OversightSEBI (AIF) Regulations, 2012SEBI (Foreign Portfolio Investors) Regulations, 2019SEBI (Issue of Capital and Disclosure Requirements) Regulations, 2018SEBI (PFUTP Relating to Securities Markets) Regulations, 2003
