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| Delaney O’Keefe, a CFA candidate, is a portfolio manager at Bahati Management Company. The company is considering investing offshore for the first time, particularly in North America, on behalf of their clientele, whom are all high net worth individuals. O’Keefe does not have experience in offshore investments so she hires Mark Carlson, CFA of Carlson Consulting on the basis of his CFA Charter, to undertake due diligence exercises on the top ten portfolio managers in North America, ranked by Assets under Management (AUM). To avoid violating any Code and Standards, O’Keefe should most likely undertake: A: a sampling of the suitability of North America for clients B: a due diligence exercise on Mark Carlson and Carlson Consulting. C:the due diligence exercise on the top ten asset managers herself. |
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