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

Detailed assessment of a firm’s statement, identifying specific areas for improvement and providing examples of best practices for those areas


For more information about DALBAR's products, please contact Dalbar at 617.723.6400.