Effective Communication of Investment Risks

As a CFA charterholder and investment analyst at a boutique investment firm, you are preparing a research report on a new technology company. You want to ensure that your analysis is thorough and that you communicate your findings effectively to your clients.

During your analysis, you discover some potential risks associated with the company's business model that could significantly affect its future profitability. While writing the report, you are concerned about how to characterize these risks without causing unnecessary alarm among your clients.

Which of the following actions would best adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct regarding the communication of your investment analysis?