What is Dalbar’s e-Delivery Benchmarks Study? The e-Delivery Benchmarks Study documents industry-wide e-Delivery adoption rates for regulatory documents, including statements, transaction confirmations, prospectuses and annual reports. It examines the financial benefits of e-Delivery, compliance challenges, and the most successful e-Delivery promotional practices. This study further assists firms in finding additional opportunities to leverage e-Delivery.

What Method Was Used? DALBAR conducted interviews with e-Delivery marketing and fulfillment managers in brokerage, mutual fund, variable annuity and retirement plan firms. Results, in both aggregate and industry-specific terms, are presented on:

• Adoption rates for the most common communications sent to investors
• e-Delivery methods used most frequently
• Formats used · Compliance issues/challenges
• Promotional campaign expenditures and associated correlation with adoption rates
• ROI measurement practices and results
• Best practices used to achieve high adoption rates

What Will the e-Delivery Benchmarks Report Include?

• 1. Summary of findings
• 2. Hurdles to successful e-Delivery implementation
• 3. Examples of best practices
• 4. Recommendations based on the principles of behavior-centric communications strategies for overcoming client objections to adoption of e-Delivery

What is the Cost? Cost for the e-Delivery Benchmarks Study is $3,500.