Trends & Best Practices in Investor Statements

DALBAR’s Trends & Best Practices in Investor Statements is an annual evaluation and ranking of investor statements and client reporting in the following distribution channels:

• Brokerage
• Mutual funds
• Variable annuities
• Retirement plans

This comprehensive industry report includes:

• DALBAR’s 2019 Industry Perspective
• Leading statements of 2019
• 2019 Key Findings by the Numbers
• Notable Statement Enhancements in 2019
• Industry Trends and Best Practices
• Evaluation Methodology
• Industry Rankings
• Industry Standards in Content and Design

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