Winter — Promotion

Credo’s quarterly research review is a 12 to 16 page report that summarizes the findings and views of Credo analysts in a series of concise articles. The articles draw from our analysts’ views on a host of Canadian investment management industry subjects and each short article is edited to deliver the most current perspective.

The winter edition of CredoVision is focuses on matters of promotion. What do Canadian investment managers need to do to be heard when there is so much noise in the market. How do different segments of the advisor marketplace see Canada’s asset management industry and why do these differences matter?