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

State Street Research
Statement Communications Seal
Mutual Fund Summary Report

2001

MassMutual
Statement Communications Seal
Panorama Passage Quarterly Statement

2001

MassMutual
Statement Communications Seal
Panorama Premier Quarterly Statement

2001

Prudential
Statement Communications Seal
Prudential.com

2001

American Century
Statement Communications Seal
Retail Annual Report

2001

Manulife
Statement Communications Seal
Retirement Account Statement

2001

Allianz Life Insurance
Service Award
See USAllianz

2001

American Express Financial Group
Statement Communications Seal
Statement of Financial Accounts

2001

Nationwide
Statement Communications Seal
The Best of America Sales Kit

2001

Travelers Life & Annuity
Statement Communications Seal
Variable Annuity Quarterly Statement-Non qualified and IRA

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Wondering Where Your Firm Stands?

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