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

2001

Seligman Funds
Statement Communications Seal
Growth 401(k) Enrollment Kit

2001

Merrill
Statement Communications Seal
How bright will your future be?

2001

American Century
Statement Communications Seal
Institutional Annual Report

2001

Principal Financial
Statement Communications Seal
Investment Performance Results Brochure

2001

The Hartford
Service Award
Life Insurance Service Award

2001

Merrill
Statement Communications Seal
Millennium Retirement Plan Statement

2001

Transamerica Funds
Statement Communications Seal
Mutual Fund Quarterly Statement

2001

Alger
Service Award
Mutual Fund Service Award

2001

Evergreen Investments
Service Award
Mutual Fund Service Award

2001

INVESCO
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.