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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

2002

Nations Funds
Service Award
Mutual Fund Service Award

2002

New York Life Investments (formerly MainStay Investments)
Service Award
Mutual Fund Service Award

2002

Putnam Investments
Service Award
Mutual Fund Service Award

2002

State Street Research
Service Award
Mutual Fund Service Award

2002

Wells Fargo
Service Award
Mutual Fund Service Award

2002

American Century
Statement Communications Seal
Mutual Fund Statement

2002

Waddell & Reed
Statement Communications Seal
Mutual Fund Statement

2002

Wells Fargo
Statement Communications Seal
Mutual Fund Statement

2002

State Street Research
Statement Communications Seal
Mutual Fund Summary Report

2002

MassMutual
Statement Communications Seal
Panorama Passage Quarterly Statement

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Wondering Where Your Firm Stands?

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