Integrity Matters: Saying What You’ll Do…and Doing What You Promise

You have always known that it is important to practice what you preach. This bulletin offers some of the statistical proof. An advisor’s perceptions of an asset manager’s integrity are highly correlated with the advisor’s propensity to support that company with sales – and this bulleting quantifies the matter with benchmarks from early 2008 and early 2009.

This bulletin reveals benchmarks with respect to advisors’ perceptions of integrity among Canada’s leading asset managers. It shows that companies like iShares and Fidelity are leading the industry. It also shows that some companies tactics have compromised advisors’ perceptions of their integrity.