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CFA Level 1
Ethical and Professional Standards

Ethical Performance Presentation Standards

Easy Cfa Institute Code And Standards Duties - Performance Presentation

As a CFA charterholder, you are responsible for presenting performance results accurately and fairly. You recently joined a firm that has a track record of including projections in their performance presentations. During a team meeting, a colleague suggests that including hypothetical performance results from a model portfolio, which never actually existed, could enhance the presentation's appeal to potential clients.

Your task is to decide which of the following actions regarding performance presentations would comply with the CFA Institute’s Code of Ethics and Standards of Professional Conduct.

Hint

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% Correct78%