Trends & Best Practices in Investor Statements

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  • 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:

  • Leading statements of 2020
  • Overall Industry Rankings for Each Distribution Channel
  • Notable Statement Enhancements in 2020
  • DALBAR's 2020 Review of Client Relationship Summaries
  • DALBAR’s Evaluation Methodology
$4,950.00

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

$3,950.00

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DALBAR, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries.

With offices in both the US and Canada, DALBAR develops standards and measurement systems that improve the quality of products, service and compliance for the retirement, mutual fund, broker/dealer, discount brokerage, life insurance, healthcare and banking industries.

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Email: info@dalbar.com


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