Canadian Mutual Fund Analyst

Canadian Mutual Fund Analyst, (CMFA) is a suite of monthly reports focussed on domestic mutual fund demand and more recently ETF demand. Founded by former Bay Street Chief Economist and debt market strategist Frank Hracs, in 2004, the intention has been...

Sales Experience Audit (SEA)

Credo’s Sales Experience Audit (SEA) program measures the experience delivered by the wholesalers who represent financial product manufacturers to personal financial advisors.  It is an ongoing mystery shopping program where financial advisors across th...
The Credo Study

The Credo Study

Competition among fund companies in Canada continues to grow as Canada's financial advisors "right-size" their product shelves and simplify their businesses by working with fewer suppliers. How do fund companies position their brands for success with...

FCZ Questionnaire

The Financial Comfort Zone (FCZ) Study is a joint research initiative of Credo Consulting Inc. and Investment Executive. The representation of the FCZ Questionnaire below is a static representation.  Though the way questions are actually presented ...

Whose Investors are Better Off?

Welcome to WIBO!  WIBO stands for, "Whose Investors are Better Off?" A Credo WIBO report is a comparison of two groups of investors: Investors whose money is managed by one company ; compared to, Investors whose money is managed by another ...

Credo Research Calendar: 2018

The following articles/reports are scheduled for production over the course of 2018: Month Topic Source Jan Brand Personality Profiles: AGF, iShares and RBC DS BPS Jan Investors and Their Trust in Canada's Financial Advisors FCZ...