About the Credential Platinum List Funds

The Credential Platinum List Funds is a list of mutual funds that Credential Research has developed to provide representatives with a structured and consistent approach to fund selection. Funds are filtered and selected using a documented process and stringent criteria to ensure discipline and objectivity. They are monitored and reviewed on a regular basis throughout the year and updated annually.

The fund sponsors of the Platinum List include:

AGF
AIC
AIM Trimark
CI Funds
The Ethical Funds Company
Fidelity Investments
Franklin Templeton Investments

Mackenzie

These are some of the benefits of using the Credential Platinum List Funds:

Eliminates Information Overload: It enables representatives and clients to make fact-based decisions from a reasonable number of product selections.
Facilitates Consistent, Centralized Advice: It provides a consistent and professional approach to fund research. The variations between recommendations to clients by different representatives can be minimized.
Solid Research Basis: Good mutual fund research provides meaningful comparisons of the funds based on several objective criteria, going beyond the marketing information commonly available. Reliable, structured research saves the representative from having to prepare their own recommended list.
Satisfies Compliance Requirements: For compliance purposes, all investment recommendations must have a research-based justification. The Platinum List, with its extensive research-based process provides the justification for all product recommendations, again saving the representative valuable time.
THE EDGE: By providing you with this comprehensive research we reduce the amount of time you must allocate to individual research, thereby giving you a competitive advantage over the competition.