jbaldyga

The analyst believes that it’s a bad investment yet purchases it for her portfolios as if it were a sound investment- that’s misrepresenting her true opinion of the stock which is that it’s overvalued.
better question- incorporated the CFA Institute Code of Standards into the firm’s compliance manual
this is ok
but you should not merge a code of ethics and a compliance manual, right?
what’s the difference code of standards and code of ethics? if someone could clarify to me when it’s ok to merge stuff and when it’s not, that would be EXTREMELY helpful as I got this question wrong on last year’s exam and we had some pretty lengthy discussion on it after the test last year. i need to find those pages in the handbook that talk about yes/no merging stuff…