During a recent financial conference, a portfolio manager, who is a CFA charterholder, was invited as a keynote speaker to discuss the outlook for emerging markets. In his presentation, he expressed a strong bullish sentiment on XYZ Corp, citing its recent innovation in renewable energy technology. After the presentation, several attendees approached him during a networking session.
In the course of the discussions, he disclosed that his fund holds a substantial position in XYZ Corp, and that his firm has a history of favorable coverage on the stock. Some attendees were eager to understand whether his positive outlook might influence their investment decisions, given the manager's vested interest. What ethical considerations should the portfolio manager keep in mind to align with the CFA Institute's Research Objectivity Standards regarding public appearances?