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| 2.Danielle Deschutes, CFA, is a portfolio manager and part of a ten-person team managing an indexed stock portfolio for institutional accounts. A competing firm, South West Index Managers (SWIM), asks Deschutes to interview with them and to bring her performance history to the meeting. Deschutes informs her employer about the interview and receives written permission to bring the performance history of the stock portfolio with her. When Deschutes shows up for the interview at SWIM she discloses that the performance numbers represent the work of her team and describes the role of each member. To bolster her credibility, she also provides the names of institutional accounts and related assets constituting the portfolio. In her interview at SWIM, Deschutes least likely violated the CFA Institute Standards of Professional Conduct regarding: A:A.her contribution to the portfolio's returns. B:B.the stock portfolio's performance history. C:C.providing details on the institutional accounts. |
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