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CFA Level 2
Ethical and Professional Standards

Anna's Personal Investment Dilemma

Very Easy Research Objectivity Standards Personal Investments

As a portfolio manager at a prominent investment firm, Anna is required to adhere to the CFA Institute’s Research Objectivity Standards. Recently, she purchased shares of a small tech company for her personal investment portfolio shortly after her firm initiated coverage on the same company. She received a call from a friend asking if she should invest in this company as well.

What should Anna do in this situation to adhere to the ethical standards regarding personal investments?

Hint

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