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 Asset Manager Code

​The CFA Institute Asset Manager CodeTM (the Code) outlines the ethical and professional responsibilities of organizations that manage assets on behalf of clients. The principles and provisions address six broad categories: (1) loyalty to clients, (2) investment process and actions, (3) trading, (4) risk management, compliance, and support, (5) performance reporting and valuation, and (6) disclosures.

You can find out more about the Code on the CFA Institute website. 

Click here to download the Asset Manager Code in Greek.