Quantitative Analysis of Investor Behavior (QAIB)

The unprecedented ups and downs of 2011 drove up the aversion to risk and investors succumbed to their fears. They decided to take their losses instead of risking further declines. Unfortunately, as is so often the case, this occurred just before the markets started on a steady trek to recovery. The annual Quantitative Analysis of Investor Behavior (QAIB) study documents the reaction to the markets and tracks the long term effect on investors’ actual returns. The 2012 QAIB study also examines whether the regulatory push to apply a fiduciary status to more and more advisors is likely to produce improved results for investors.

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Fiduciary Standards

Registered Fiduciary™ Certification

The RF™ certification prepares a candidate to comply with the regulatory requirements of acting as a fiduciary under current laws. Learn more

Computer Model Certification

Overcome the fiduciary hurdle by certifying a computer model to comply with advice regulations. Learn more

ERISA Fee Disclosure

CSP Determinator

This service assists plan sponsors and service providers determine if a specific arrangement or type of arrangement is covered under the 408(b)(2) fee disclosure regulation and subject to its requirements. Learn more

Fee Disclosure Resources

Dalbar provides an array of materials and services to inform and support the Fee Disclosure requirements that will be in full effect in 2012. Although there is a cost for some resources, many of them are free, so please explore areas of interest:

• Record Keeper Resources
• Advisor and TPA Resources
• Plan Sponsor Resources

Burdens of Knowledge

An in-depth look at Plan Sponsor duties and responsibilities stemming from new fee disclosure regulations. Learn more/Order report