Board logo

标题: Communication with Clients [打印本页]

作者: suxiaoxiao    时间: 2011-7-11 19:59     标题: Communication with Clients

Had i a question. When an analyst sends out change in recs (like from a sell to a buy), he does not need to conisder the suitability of the investment for clients. But when a money manager sends out recs he does? Ive seen some conflicting info and was hoping someone could clarify.

Thanks
作者: evolsteevol    时间: 2011-7-11 19:59

Why would a portfolio manager send out recs?




欢迎光临 CFA论坛 (http://forum.theanalystspace.com/) Powered by Discuz! 7.2