medium · CFA Level I ethics
Juniper Health's management provides the analyst with proprietary internal models that appear to be very detailed. Standard V(A) requires the analyst to:
- Use these models as the primary basis for the report because they contain the most accurate internal data.
- Discard the models to avoid a violation of Standard II(A) Material Nonpublic Information.
- Analyze the models' assumptions and logic independently before using them as a basis for a recommendation.
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