Investment Analysis Record Keeping Standards

Easy Cfa Institute Code And Standards Investment Analysis - Records

As a portfolio manager, you are responsible for conducting thorough investment analysis to make informed decisions. According to the CFA Institute's Code of Ethics and Standards of Professional Conduct, it is essential to maintain accurate records of all investment-related analyses and decisions.

Which of the following statements best reflects the requirement regarding investment analysis records under these standards?

Investment analysis records must be maintained for a minimum of five years from the date of the analysis.

Investment analysis records only need to be kept if they lead to significant investment decisions.

Investment analysis records should be comprehensive and include all data, reports, and analyses performed during the decision-making process.

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