NO.PZ202304110100000206
问题如下：
When distributing the material at the industry conference, does Zardt violate any CFA Standards?
选项：
A.No.
Yes, because Zardt does not verify the accuracy of the information.
Yes, because analysts cannot claim performance or promote the accuracy of their recommendations.
解释：
Zardt violated the Standard relating to Performance Presentation because he did not verify the accuracy of the return information before its distribution. According to Standard III(D), analysts may promote the success or accuracy of their recommendations, but they must make reasonable efforts to ensure that the information is fair, accurate, and complete. In addition to providing attribution, Zardt should take steps to ensure the accuracy of the data prior to distributing the material.
老师 和您确认下，相当于根据这句话判断，他用了个不真实的收益率数字，他应该看到评级后，修改这个数字。而不是说过去不代表将来？OttieZardt, CFA, has worked as a real estate analyst for Apfelbaum for the past 18 months. A new independent rating service has determined that Zardt’s recommendations have resulted in an excess return of 12% versus the industry’s return of 2.7% for the past twelve months.
