CFA Level 2
Ethical and Professional Standards

Ethical Considerations in Public Appearances

Hard Research Objectivity Standards Public Appearances

As a research analyst at a leading investment firm, Sarah has been invited to speak at a prominent financial industry conference. In her presentation, she plans to discuss her recent findings on the undervaluation of a particular stock. However, Sarah has also been actively trading that stock for her personal portfolio. What should Sarah consider regarding her ethical obligations under the CFA Institute's Research Objectivity Standards, particularly concerning public appearances?

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