微信扫一扫
实时资讯全掌握
|
While visiting the CSI Company, Mark Ramsey, CFA, overheard management make comments that were not public information, but were not really meaningful by themselves. However, when this information is combined with his own analysis and other outside sources, Ramsey decides to change his recommendation on CSI from buy to sell. According to CFA Institute Standards of Professional Conduct, Ramsey should: A. issue his sell report because the facts are nonmaterial, but maintain a file of the facts and documents leading to this conclusion. B. report these events to his immediate supervisor and legal counsel, since they have become material in combination with his analysis. C. not issue his report until these comments are made public. |