The CFA and stewardship guidelines highlight thatinvestor engagement can create conflicts of interest, for example when investors manage money for different clients with potentially conflicting goals. These potential conflicts must bemanaged and disclosedto ensure engagement activities align with fiduciary responsibilities. Engagement is not one-way (B), and it’s not simply a cover for decisions (A)—it’s an active stewardship process.
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit