It has been a year since our team, Brandon Bertelsen, Yves Rebetez, and I took the helm at Credo Consulting. When we took over from Hugh Murphy in January 2020, no one saw what was coming our way then, not regarding the pandemic we’ve now spent the better part of the last 12 months with,…
Great presentation by Yves Rebetez.
Less than 25% of clients’ portfolios are invested in ESG or SRI products. MFDA Advisors tend to be more supportive of ESG or SRI products now and in the future.
Canadian advisors look to product manufacturers for advice and guidance. Source: The Credo Study 2020. Methodology: Online. Time Frame: spring 2020, n-725
Had no idea that there are 2.96 million indexes worldwide. Great article from Steve Hawkins, chair of Cdn ETF Association. Understanding the role of indexes in today’s markets
The Credo family is sad to announce the passing of Hugh Murphy. Hugh was diagnosed with brain cancer in the fall of 2018. After a brave fight, he lost the battle on Thursday, July 2, 2020. Hugh took over Credo Consulting in January 2007. He was well known both in the financial community as well…
This research was presented during a CETFA webinar. To see the full webinar and to get CE credits, visit www.cetfa.cecorner.ca How to read the chart: We looked at the % difference in rating vs the previous wave. For example – people are 6% more likely to agree with the statement Taxes are more important mid-COVID-19…