Handling Journalist Requests Post-Presentation

Medium Research Objectivity Standards Public Appearances

As a CFA charterholder, you have been invited to speak at a financial conference about market trends and investment strategies. During your presentation, you express your personal views on specific securities, including a segment of your own investment portfolio. After the conference, a journalist approaches you for a follow-up article and asks if you would mind providing some specific investment recommendations to provide value to her readers.

According to the CFA Institute's Research Objectivity Standards regarding Public Appearances, how should you handle this request?

You should provide the journalist with your recommendations, ensuring to highlight that your opinions are personal and not investment advice.

You should decline the journalist's request, explaining that your role as a CFA charterholder requires maintaining a neutral stance to avoid bias.

You can provide general recommendations on industry sectors rather than specific securities, while still making it clear that these are your personal opinions.

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