Explore the critical aspects of fiduciary duties in fixed income investing, including the duty of loyalty and duty of care, regulatory requirements, and real-world scenarios.
Explore the complexities of conflicts of interest in fixed income investing, including soft dollar arrangements, personal trading activities, and client order precedence. Learn strategies for managing and disclosing conflicts to maintain trust and integrity in the investment industry.
Explore the integration of ethical considerations into fixed income investment decision-making, including frameworks like the UNPRI and strategies such as negative and positive screening, engagement, and stewardship.
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