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2026 QAIB Full Study

Recognition That

Defines Excellence

DALBAR‘s prestigious award honor firms delivering outstanding client service, innovation and operational excellence. Our awards go beyond accolades—they are independent benchmarks of industry leadership.

 

Rooted in rigorous, research-based criteria, they reinforce brand credibility and highlight client achievements.

 

Explore how these distinctions affirm performance excellence and position firms for strategic advantage.

How It Works

Awards at a Glance​

Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.

Why It Matters

Third-Party Validation

Awards confirmed through independent, expert review.

Brand Differentiation

Recognition that elevates visibility and credibility with clients and regulators.

Team Motivation

Celebrates excellence and boosts morale with tangible recognition.

Recipients

Year
Company
Award
Award Title

2013

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders

2013

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders

2013

BNY Mellon
Recognition for Excellence
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders

2013

Putnam Investments
Total Client Experience
Total Client Experience

2013

Merrill
Statement Communications Seal
Total Retirement Statement

2013

New York Life Insurance Company
Service Award
TPD - Annuity Service Award

2013

New York Life Insurance Company
Service Award
VPSC - Annuity Service Award

2012

TIAA
Statement Communications Seal
404(a)(5) Investment Options Comparative Chart (Multi-Vendor)

2012

TIAA
Statement Communications Seal
404(a)(5) Investment Options Comparative Chart (Single Vendor)

2012

TIAA
Statement Communications Seal
404(a)(5) Summary of Plan Services and Costs (Multi-Vendor)

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