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CFA Level 2
Ethical and Professional Standards

Research Objectivity in Investment Banking Relationships

Easy Research Objectivity Standards Investment Banking Relationships

Maria is an analyst at Global Investments, a financial institution that offers both investment banking and asset management services. Recently, Global Investments acquired a substantial stake in a start-up technology firm, Tech Innovators, which they aim to take public within the next two years. Maria has been tasked with conducting research on Tech Innovators to prepare for its IPO.

Maria's relationship with the investment banking division is quite close, as she often collaborates with them on various projects. Following a meeting with the investment bank's senior management about Tech Innovators, Maria is approached by a colleague who suggests that she adjust her research report to make it more favorable to potential investors and clients of the investment bank.

What should Maria prioritize in her research regarding Tech Innovators to maintain compliance with the CFA Institute's Research Objectivity Standards?

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