A cfa charterholder is the fund manager for a non-profit, Ask an Expert

Economics

A CFA charterholder is the Fund Manager for a non-profit organization. During a presentation regarding the restructuring of their investment portfolio's asset allocation, the Head of the Finance Committee questions the manager. As part of his response, the manager states, "I am a CFA charterholder, I know what I'm talking about, you should do what I say". According to the Standards of Practice Handbook, has the charterholder violated any of the CFA Institute Standards of Professional Conduct?

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Business Economics, Economics

Category:- Business Economics
Reference No.:- M9478133

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