Available Now: 2024 QAIB Full Study

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 2022
  • Overall Industry Rankings for Each Distribution Channel
  • Notable Statement Enhancements in 2022
  • DALBAR's 2022 Review of Client Relationship Summaries
  • DALBAR’s Evaluation Methodology

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


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