Ethical Communication in Investment Analysis

As a member of the CFA Institute, you are expected to adhere to the CFA Institute Code of Ethics and S\tandards of Professional Conduct. One of the key aspects of this code emphasizes the impor\tance of integrity and transparency in communication related to investment analysis.

Imagine you are preparing an investment report for your firm that will be distributed to clients and potential investors. In your analysis, you uncover information that is crucial for the decision-making process of your clients. What is the most appropriate course of action regarding this information?