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CFA Level 1
Ethical and Professional Standards

Duty of Loyalty Breach Analysis

Very Hard Cfa Institute Code And Standards Duties - Loyalty And Care

As a portfolio manager with a fiduciary duty to your clients, you are tasked with making investment decisions that align with their best interests. You recently received a lucrative offer to promote a new financial product from a company that you hold shares in. This product aligns with your investment style but is also being marketed heavily by other firms and does not have a proven record of performance.

In this context, which of the following actions would be considered a breach of your duty of loyalty to your clients under the CFA Institute Code of Ethics and Standards of Professional Conduct?

Hint

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