Research Objectivity in Public Appearances

Maria is a senior analyst at Global Investments, a firm known for its rigorous approach to investment research. Recently, she was invited to speak at an industry conference where she planned to discuss her views on the economic outlook and investment opportunities. Prior to the conference, her firm issued a formal statement outlining their views and emphasized the importance of maintaining research objectivity. During her presentation, Maria made several predictions about stock performance based on her analysis and referenced unpublished data from her latest research report.

After the event, it was brought to her attention that the way she presented her data may have violated the CFA Institute's Research Objectivity Standards, particularly in regard to public appearances. Considering the guidelines for public appearances, which of the following actions should Maria have taken to ensure compliance with these standards?