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CFA Level 1
Ethical and Professional Standards

Communicating Updated Investment Data

Medium Cfa Institute Code And Standards Investment Analysis - Communication

As a charterholder at an investment firm, you are responsible for preparing a presentation for a potential client. The presentation includes a detailed analysis of the firm's recent investment performance, as well as market outlooks. During the preparation, you remember that some of the data you intend to present is slightly outdated and not fully reflective of the current market conditions.

According to the CFA Institute Code of Ethics and Standards of Professional Conduct, how should you handle the communication of this information in your presentation to ensure compliance with ethical standards?

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