Ethical Conduct in Presentations

As a CFA charterholder, you are expected to adhere to high ethical standards and conduct your professional activities with integrity. The CFA Institute Code of Ethics and Standards of Professional Conduct provide guidelines for responsible behavior and decision-making.

Consider the following scenario: A colleague at your firm suggests that you should exaggerate the performance of a client’s investment portfolio in a presentation to potential investors. This suggestion raises an ethical dilemma regarding how to present information accurately and fairly.

Which of the following actions would be most appropriate for you to take in this situation?