Loading...
CFA Level 2
Ethical and Professional Standards

Public Appearances and Research Objectivity Standards

Very Hard Research Objectivity Standards Public Appearances

As a portfolio manager at a reputable investment firm, you have been invited to speak at a financial conference regarding your views on a recently emerging technology sector. During your presentation, you opine that companies within this sector are undervalued and will yield significant returns in the next quarter. You are also aware that your firm is in the process of accumulating shares in one of these companies.

According to CFA Institute's Research Objectivity Standards, what should you be cautious of when engaging in public appearances, particularly with respect to your statements about the sector during the conference?

Hint

Submitted9.5K
Correct8.3K
% Correct87%