DALBAR enables companies to maximize the efficiency and effectiveness of operations by providing the tools to excel in delivering quality customer service.
DALBAR provides industry research as well as custom client engagements designed to identify trends and best practices in print communications materials, investor and advisor behavior.
Syndicated research designed to identify trends and best practices as well as custom client engagements to assist in making improvements to digital communication.
Since 1994, DALBAR's Quantitative Analysis of Investor Behavior (QAIB) has been measuring the effects of investor decisions to buy, sell and switch into and out of mutual funds over both short and long-term timeframes. The results have consistently shown that the average investor earns less – in many cases, much less – than mutual fund performance reports would suggest.
Auditing and compliance support services as well as certification and insights to position your firm to excel.