What Advisors See in Competing Canadian FundCo Brands

Credo’s monthly marketing bulletins are 4-page executive briefs. Each bulletin is a tight synthesis of information along with insights about what the subject means to your business. Credo relies on a combination of qualitative research, quantitative research and desk research to produce these briefs and each is designed to focus the executive’s attention on an important marketing matter.

Your brand is the collective set of experiential expectations that your clients have of you. Whether they recognize it directly or not, your brand affects their propensity to want to work with your firm. This bulletin will deliver new insight into the importance of brand in the Canadian investment management industry.