medium · CFA Level I ethics

A junior analyst at Nadir Components is writing a research report. He uses a specialized correlation matrix developed by a well-known academic, citing the academic's 2024 paper. However, he copies the 'Investment Thesis' section from a boutique firm's report without attribution. This violates:

  1. Standard II(B) Market Manipulation.
  2. Standard I(C) Misrepresentation regarding plagiarism.
  3. No standard, because the correlation matrix was correctly cited.

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