Responsibilities to Employer: Reporting Confidential Information

Hard Professional Standards Application Responsibilities To Employers

As a senior financial analyst at MegaInvest Corp, you are approached by your supervisor with a request for a comprehensive investment report focusing on emerging markets. However, you are simultaneously collaborating with a well-known financial publication to write a series of articles on best practices in investment analysis. Your articles may include insights that could be relevant to the report requested by your supervisor. While writing the report, you realize that some of the proprietary analysis and insights you plan to include in the articles overlap with confidential information about upcoming investment strategies that MegaInvest Corp intends to implement.

What should be your immediate professional responsibility regarding the information you will use in both the report and the articles?

Disclose the proprietary information to the publication, as they are interested in emerging market trends.

Proceed to write both the report and the articles without disclosing MegaInvest Corp's proprietary information.

Inform your supervisor about the potential conflict and seek guidance on how to manage the use of proprietary information.

Hint

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