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CFA Level 3
Ethical and Professional Standards

Asset Manager Code: Investment Process Insight

Very Easy Asset Manager Code Investment Process

As an asset manager, you are required to adhere to the ethical standards outlined in the CFA Institute Asset Manager Code. One of the key aspects of this code involves maintaining a disciplined investment process. Consider the following scenario:

A recent financial analyst report suggests that your managed fund is underperforming relative to its benchmark. In response, your team considers modifying the investment strategy to take advantage of a new market trend. However, this strategy change does not have a systematic approach or documented process.

Which of the following actions best aligns with the principles of the Asset Manager Code regarding the investment process?

Hint

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