Ethics - performance presentation

CFA Level II Ethics
#1

Hey guys,

I was reading a practice vignette and couldn’t find an answer as to how often a manager should update performance records on website. The item set seemed to imply not updating after 6 months of underperforming wasn’t frequent enough. I assume quarterly would be adequate?

#2

Hey!

I’m not sure of the specifics with website updates in particular, but in general reports should be updated quarterly. (aka in line with earnings releases, since that release will be a big change in company valuation)