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

2003

State Street Research
Service Award
Financial Intermediary Pre-Sale Service Award

2003

Transamerica Capital
Service Award
Financial Intermediary Pre-Sale Service Award

2003

Transamerica Funds
Service Award
Financial Intermediary Pre-Sale Service Award

2003

MONY, an AXA Financial Company
Statement Communications Seal
Fixed Annuity Statement

2003

The Hartford
Service Award
Life Insurance Service Award

2003

American Express Financial Group
Statement Communications Seal
Mutual Fund Annual Reports

2003

Evergreen Investments
Service Award
Mutual Fund Service Award

2003

JP Morgan - One Group
Service Award
Mutual Fund Service Award

2003

JPMorgan Asset Management
Service Award
Mutual Fund Service Award

2003

Nations Funds
Service Award
Mutual Fund Service Award

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Wondering Where Your Firm Stands?

Reach out to understand how you can earn or position for future recognition.