CFA Level I sample question

CFA Level I Guidance for Standards I–VII question

Ethical and Professional Standards / Guidance for Standards I–VII

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Guidance for Standards I–VII sample question

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Ethical and Professional Standards

Guidance for Standards I–VII

Tendai Moyo manages a small-cap growth mutual fund with a clearly stated mandate. A retail shareholder writes to Moyo complaining that the fund is too volatile for her retirement needs and asks him to add a substantial bond allocation. Under Standard III(C) Suitability, Moyo most appropriately should:

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