- CFA Institute Research Objectivity Standards recommend that firms provide full research reports on the subject companies discussed to members of the audience at a reasonable price.
- At a minimum, the covered employee should disclose whether a written research report is available to members of the audience who are not clients of the firm, the approximate cost, and how a listener might acquire the report.
- Firms should make copies of the full research report available for purchase or review; for example via the firm's website.
Sunday, May 30, 2010
CFA Institute Research Objectivity Standards: research report
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