Мобильная версия

Доступно журналов:

3 288

Доступно статей:

3 891 637

 

Скрыть метаданые

Автор Martin, Susan D.
Дата выпуска 1995
dc.description A client must rely on the integrity of the professional money manager through the stages of the investment process: research, recommendation of specific securities, selection of investments appropriate to the investor, trading of the securities, and reporting of how successful the decisions have been. Throughout this process, the investment manager may be confronted with conflicts of interest. The Association for Investment Management and Research (AIMR) is a nonprofit association of money managers that has developed a code of ethics and standards of professional conduct. Its code contains governing principles; its standards provide the minimum rules of conduct. The AIMR Standards work on the assumption that investors will be adequately protected if the appropriate processes are in place and they provide full disclosure. Since the late 1980s, AIMR has been leading an industry effort to include in the Standards guidelines for presenting a money manager's historical performance.
Формат application.pdf
Издатель Taylor & Francis Group
Копирайт Copyright Taylor and Francis Group, LLC
Тема Accountability
Тема quality
Тема ethics
Тема code of ethics
Тема investment management
Тема financial analyst
Тема fiduciary
Тема disclosure
Название Accountability—setting ethical standards for the investment management industry
Тип research-article
DOI 10.1080/08989629508573875
Electronic ISSN 1545-5815
Print ISSN 0898-9621
Журнал Accountability in Research
Том 4
Первая страница 147
Последняя страница 162
Аффилиация Martin, Susan D.; <sup>a</sup> 7621 Greenthorn Lane, Hudson, OH, 44236, USA
Выпуск 2
Библиографическая ссылка 1992. Standards of Practice Handbook, , 6th ed., Charlottesville, Va.: Association for Investment Management and Research.
Библиографическая ссылка Mime, Robert D. CFA. 1978. “The Changing Perception of Legal Ethics As a Guide for Financial Analysts.”. Professional Standards of Practice Charlottesville, Va.: Financial Analysts Research Foundation.
Библиографическая ссылка 1992. The Wall Street Journal, June 4: 13
Библиографическая ссылка Good Ethics: The Essential Element of a Firm's Success, 16–18. Charlottesville, Va.: Association for Investment Management and Research, 1992).
Библиографическая ссылка 1989. The Wall Street Journal, January 1
Библиографическая ссылка 1989. San Francisco Chronicle, February 21
Библиографическая ссылка 1989. San Francisco Business Times, March 13
Библиографическая ссылка 1989. The Wall Street Journal, March 16 Thursday
Библиографическая ссылка 1989. Performance Measurement: Setting the Standards, Interpreting the Numbers, 15Charlottesville, Va.: Association for Investment Management and Research.
Библиографическая ссылка 1993. Performance Presentation Standards, Charlottesville, Va.: Association for Investment Management and Research.

Скрыть метаданые