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0. Bernhard Investment and Brokerage Company, has recently changed its stock selection method based on fundamental analysis to technical analysis. After testing it in-house under various scenarios, the new method seems more appropriate to the investments done by Bernhard. Kurt Ludwig, CFA, a portfolio manager with Bernhard feels that his clients will not understand the change and decides not to inform them. The most appropriate action Ludwig should take to avoid a violation of the Code and Standards is:
to communicate the change of method to his clients and prospective clients.
to communicate with only those clients who have previous knowledge of technical analysis.
not to inform of the change because it might lead the clients to challenge the the new method of stock selection.
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