Its plan follows a set of analyst “best practices” guidelines issued last month by the Securities Industry Association. However, AIMR’s guidelines are more focused on portfolio managers.
AIMR has formed a task force of more than a dozen investment pros to work on the standards.
It is also inviting members and the public to comment on objectivity issues raised and posted on its Web site, www.aimr.org. The cut-off for all responses is Oct. 10.
– Nevin Adams email@example.com