Disclosure of Personal Investments in Research

As a CFA charterholder, understanding the Ethical and Professional Standards is crucial for maintaining the integrity of the profession. One important aspect of these standards pertains to Research Objectivity Standards, particularly in the context of Personal Investments made by investment professionals.

Imagine you are a research analyst who has recently conducted a deep analysis of a company, ABC Corp, and you believe its stock is undervalued. You have also purchased shares of ABC Corp for your personal investment portfolio. What should you do next to adhere to the ethical standards of the CFA Institute?