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

Competition among investment fund companies is growing and your most profitable customers want to simplify and consolidate their businesses by working with fewer suppliers.  How do you know that your brand is positioned for success with financial advisors? ...