Navigating Conflicts in Public Appearances

Very Hard Research Objectivity Standards Public Appearances

As a portfolio manager at a large investment firm, you are invited to participate in a financial conference as a guest speaker. Before accepting the invitation, you notice that the conference is sponsored by a hedge fund that has a significant position in one of your firm's top holdings. During your presentation, you intend to discuss macroeconomic trends and their potential impact on the industry, including the sectors and companies your firm is invested in.

According to the CFA Institute's Research Objectivity Standards, how should you approach your participation to maintain integrity and objectivity in your research and public appearances?

You should accept the invitation because the discussion will be focused on macroeconomic trends, which do not directly address the hedge fund's interests.

You should decline the invitation to avoid any potential conflict of interest and maintain the integrity of your firm's research.

You can accept the invitation but must disclose your firm's holdings and the hedge fund's position during the presentation.

Hint

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