Do you need to quote s&p?

CFA Level III
#1

Simple question

#2

no

#3

What do you mean? A price quote? Or when using their info in research?

#4

When you use data published in their research. Book says “widely available” sources do not have to be quoted. In practice, s&p is as widely available as a research analysts reports (ie both are referenced by the media and require subscriptions). Yet, it seems you don’t have to quote s&p (if the above is true) but you do have to quote the analyst.

#5

i bet you it depends i thought things like CPI, unemployment rates you don’t have to source: these really only come from 1 source also, ratings, BBB and Baa are self-evident (although I personally can never remember which system is whose: Moody’s or S&P’s) i think specific research by the S&P you would have to source

#6

zoya Wrote: ------------------------------------------------------- > i bet you it depends > > i thought things like CPI, unemployment rates you > don’t have to source: these really only come from > 1 source > > also, ratings, BBB and Baa are self-evident > (although I personally can never remember which > system is whose: Moody’s or S&P’s) > > i think specific research by the S&P you would > have to source That is what I believe. Schweser Book 2 Exam 3 has a question like that. I wrote Schweser about. The analyst took an S & P Equity research report as a source and Schweser said that was acceptable. I am fairly sure that is a violation. Just stating anything from S & P is poor. Credit ratings and stubs are USUALLY open to free-use however S & P Equity Resarch is always copyrighted at the bottom (it’s still not great but at least they cover more companies than anyone else.)

#7

i recall seeing a question where if you took standard definition of say “volatility”, “Sharpe Ratio” etc from a website …you must credit the website as a source or else you are plagarizing

#8

So, do we have a conclusion? Yes or no? Textbook one is also interesting Apparently the code and standards NOW require that you disclose all sources of information (unless it is a conduit - eg wsj showing a fed chart which you then publish). So it sounds like they’ve gone for a catch all - just did an up to date question which said textbooks should now be referenced. Think that clears it?

#9

sins Wrote: ------------------------------------------------------- > So it sounds like they’ve gone > for a catch all - just did an up to date question > which said textbooks should now be referenced. > > Think that clears it? where did you see this up to date question?