Croesus Attends the 18th Annual Morningstar Canadian Investment Awards

Croesus Attends the 18th Annual Morningstar Canadian Investment Awards

TORONTO, Canada, November 28, 2012 – Croesus attends the 18th annual Morningstar Canadian Investment Awards on Wednesday November 28th, 2012 at the Fairmont Royal York. Canada’s premier annual awards honour companies and individuals that have made a difference in the lives of investors through superior investment products, service, marketing, and education.

Chief correspondent of CBC News, Peter Mansbridge, served as host to the more than 500 guests in attendance. Croesus Regional Director of Business Development, Richard Owen, was on hand to present the award for the Best Fixed Income ETF.

About Croesus
Since 1987 Croesus has provided brokerage firms and independent advisors an advanced portfolio management and integrated CRM software. Croesus enables investment advisors to improve the management of portfolios and relationships, optimize the assessment of performance returns, while reducing exposure to risk by meeting GIPS compliance requirements. As a comprehensive solution, the Croesus SaaS platform integrates with major back-end systems such as IBM, custodians like TD Ameritrade and financial information providers that include Morningstar, Thomson One and Fundata. The software of choice for leading brokerage firms like CIBC Wood Gundy and National Bank Financial, Croesus clients manage over $350 B in total Assets Under Management.

About Morningstar Canadian Investment Awards
The Morningstar Canadian Investment Awards encompass a wide range of investment products, including mutual funds, pooled funds, and hedge funds. Additional awards recognize outstanding individual managers, career achievement, discount brokerage, and marketing. The awards program represents the year-long evaluation efforts of dozens of firms, analysts, and expert jury members. Proceeds from all submission-based awards are donated to MusiCounts, a Canadian music-education charity associated with The Canadian Academy of Recording Arts and Sciences. MusiCount’s mission is to provide students with access to comprehensive music programs in Canadian schools.

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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