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| Reiko Kimisaki, CFA, is an investment advisor for a national social security fund in a frontier market with a very limited and illiquid capital market and a very young labor force with an investment time horizon of 25 – 30 years. She has been asked to suggest ways to increase the investment return of the overall portfolio. After careful assessment of the Fund’s previous investment history, and available asset classes, she considers investment in private equity. What is Kimisaki’s lowest priority to avoid any Code of Ethics and Standards of Professional Conduct violations prior to making this investment recommendation? A:Assess the risk tolerance of the Fund. B:Analyze the expected returns of private equity in the market. C: Determine if the Investment Policy Statement allows for alternative investments. |
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