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INVESTMENT SOLUTIONS Mutual funds and managed accounts for a variety of investor needs Mutual funds and managed accounts are essential components of an integrated financial services offering for all credit unions. Our high quality investment products are custom designed with the credit union member in mind. Plus, our service and support help credit unions focus on their clients, not on administrative issues. |
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Four key solutions:
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Credential Select Portfolio Funds. Each Credential Select Portfolio Fund
invests in a diversified mix of underlying mutual funds. This fund of
funds approach is easy to understand. It also provides a one-stop solution for
investors seeking the benefits of a diversified portfolio without the
pressure of picking the right funds. |
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Credential EnRich Portfolios. Credential EnRich Portfolios are a high-end pooled wrap product, offering investors a fully-managed, broadly diversified investment solution, with access to an impressive roster of nine world-class Investment Managers. |
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Credential Managed Account. The Credential Managed Account is a multi-manager,
multi-style discretionary investment program for high net worth
investors. It is offered in conjunction with First Asset Advisory Services, a
leader in managed account services in Canada. First Asset Advisory uses its
affiliation with top-tier investment management firms to build customized
investing mandates for the Credential Managed Account. |
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Ethical
Funds®. Credential Asset Management Inc. is the
principal distributor of proprietary investment products from The Ethical Funds
Company®, Canada's leading manager of socially responsible investments.
Investors seeking competitive performance accompanied by social responsibility can choose from the credit union system's proprietary family of mutual funds in a range of asset classes. |
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| Learn more about the services we provide to credit unions, including: | ||
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Mutual fund dealer services | |
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Full-service brokerage | |
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Online brokerage | |
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Insurance services | |
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credit union Sales Support | |
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Credential Investment Products are
available at
a credit union near you. |
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