DALBAR has become the standard for measuring individual investor returns and providing explanations and cures for the lower returns investors actually earn. The findings, explanations and cures are chronicled in the annual Quantitative Analysis of Investor Behavior (QAIB) report. While the findings and explanations lose relevance over time, the cures remain as important today as the day they were written. This perpetual freshness of the cures is captured in this paper that reaches back over two decades to find the solution that may have been forgotten or may not have been of interest at the time it was first published. This compendium of ways to improve investor returns is intended to be a reference to be reviewed and then retained for future use.
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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.