Material Change in Investment Strategy
A change in target sectors or industries, target holding period and exit strategy, target allocation, valuation methodology and policies, target leverage, or the estimated return — each of which the manager must tell…
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
Where this is taught
Free preparation for NISM Series XIX-B← All terms