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

$4,950.00

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

Gap Analysis of Your Firm's Statement

$3,950.00

For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.

Email Cory Clark

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.

Latest News

DALBAR Recognizes the Leaders in Investor CommunicationsUpdated: February 26th
Putnam Investments Earns DALBAR Total Client Experience AwardUpdated: January 15th
DALBAR Identifies Top Web Experiences for Universal Life PolicyholdersUpdated: January 14th

About DALBAR

Contact Us

DALBAR, INC. HEADQUARTERS
2 Mount Royal Avenue, Suite 250
Marlborough, MA 01752
Phone: 617-723-6400
Fax: 617-624-7200
Email: info@dalbar.com