Computer Model Certification

DALBAR's Computer Model Certification evaluates computer models for compliance with regulatory requirements. View firms whose computer model have undergone Dalbar's rigorous certification process as required of ERISA plan fiduciaries.

 
 
 
2014
 
 
 
 
2013
 
 
Pension Builders and Consultants
 
Howard Capital Management
 
Schlindwein Associates, LLC
 
LPL Financial 3(38) Advisers

QDIA Validation

DALBAR's Qualified Default Investment Alternative (QDIA) Validation evaluates QDIAs for compliance with regulatory requirements. View QDIAs that have undergone Dalbar's rigorous validation process as required of ERISA plan fiduciaries.

 
 
 
2017
 
 
Capital Management Services, Inc.
 
 
CMS Risk-Managed Equity Models
 
 
 
2016
 
 
3D Asset Management, Inc.
 
 
3D/Newfound PrudentPath Portfolios
 
 
 
Beaumont Capital Management
 
 
BCM DynamicBelay Funds
 
 
 
Capital Management Services, Inc.
 
 
CMS Risk-Managed Equity Models
 
 
 
Pacific Life
 
 
PL Portfolio Optimization Funds
 
 
 
2015
 
 
3D Asset Management, Inc.
 
 
3D/Newfound PrudentPath Portfolios
 
 
 
Capital Management Services, Inc.
 
 
CMS Risk-Managed Equity Models
 
 
 
Pacific Life
 
 
PL Portfolio Optimization Funds
 
 
 
2014
 
 
Capital Management Services, Inc.
 
 
CMS Risk-Managed Equity Models
 
 
 
Great West Life
 
 
Great West Lifetime Asset Allocation
 
Great West SecureFoundation
 
 
 
ICON Advisers, Inc.
 
 
ICON Risk-Managed Balanced Fund
 
 
 
INVESCO
 
 
Invesco Balanced-Risk Allocation Fund
 
Invesco Equity and Income Fund
 
 
 
Pacific Life
 
 
PL Portfolio Optimization Funds
 
 
 
2013
 
 
Great West Life
 
 
Great West Lifetime Asset Allocation Funds
 
Great West SecureFoundation Balanced and Lifetime Funds
 
 
 
INVESCO
 
 
Invesco Equity and Income Fund
 
 
 
Pacific Life
 
 
PL Portfolio Optimization Funds

For more information about DALBAR's SQM Program, please contact Cory Clark at 617.624.7156.