Tag: Fidelity Investments

Total 4 Posts

Financial advisors’ willingness to support competing product manufacturers — the effect of quality on loyalty

Quality is one of the principal drivers of Canadian financial advisors being willing to put (and keep) a product supplier on their product shelf.  In fact, overall perceptions of quality are a very strong driver of what we call the advisor’s Willingness to Support (W2S) a supplier. We’ve learned, from extensive research, that perceptions of overall…

And Canada’s Best Fund Companies Are?

An advisor asked us the question, “how does Credo determine which asset management companies are good for investors? Is it performance? or is it risk-adjusted performance?”  A very good question. The simple answer is this: we don’t.  Instead we have advisors and investors assess Canada’s investment fund companies.  And, in the case of investors, we do…

WIBO Report: EdgePoint vs Fidelity – Whose Investors are Better Off?

What are Credo WIBO Reports? WIBO reports are a tool for use by Canadian financial advisors and investors.  The tool enables people to explore the difference in investor outcomes that are delivered by different financial institutions. They are based on ongoing research with the Canadian investor community.  Credo has surveyed more than 30,000 investors in order to…

Focus on Investor Outcomes… Not Performance Alone

In many of Credo’s analyses, we do not use financial performance as the ultimate measure of results. Rather, we use something we call investor outcomes. Why? Let us illustrate by posing the following question: As financial advisor, in which of these two situations would you prefer to be? Situation #1: You have developed a set of…