How should Members and Candidates present investment performance information?

Members and Candidates must present investment performance information with fair, accurate, and complete communication to maintain integrity and trust in the investment profession. This approach ensures that all stakeholders have a clear understanding of performance metrics, which fosters informed decision-making and upholds the principles of transparency and accountability.

Fair and accurate communication involves providing a balanced view of performance, including both strengths and weaknesses, rather than selectively highlighting only favorable outcomes. Complete disclosure means that all relevant information should be included, allowing investors to fully assess the context of the performance data.

By adhering to this standard, Members and Candidates not only comply with ethical guidelines but also contribute to the credibility of the investment industry as a whole. They establish a foundation of trust, which is essential for building long-term relationships with clients and stakeholders. This commitment to presenting information truthfully and comprehensively reflects the core values of professionalism and ethical conduct that underpin the principles of the Chartered Alternative Investment Analyst (CAIA) designation.