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    Welcome
    DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing
    and rating business practices, customer performance, product quality and service.
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    DALBAR's 2020 QAIB is Now Available!
    The 26th Annual Quantitative Analysis of Investor Behavior examines real investor returns
    in equity, equity index, fixed income and asset allocation categories of investors.
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    The Investor Panic
    Relief Tool (i-PRT)
    Preparing for the next crisis:
    Smart Alternatives to abandoning investments in a down market
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    Trends & Best Practices
    in Investor Statements Report
    The 22nd annual analysis and ranking of statements across multiple distribution channels identifies
    leading firms and highlights best-in-class features, emerging trends and innovations in client reporting.
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    Customer Experience Audit
    Deliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program.

DALBAR at a Glance

DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned the recognition for consistent and unbiased evaluations of Investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals.

DALBAR awards are recognized as marks of a superior standard of care in the financial community.

About Us


What's New

5/28 DALBAR President and CEO Louis Harvey comments on BlackRock's announcement of a new lifetime income solution in Ignites article (subscription required) saying, "The new products could be a 'game changer' for the retirement industry." - by Jamie Josephs

5/20 DALBAR's new QAIB report spotted in FA Magazine article, "Fixed-Income, Target-Date Fund Investors Most Aggressive With Q1 Withdrawals

Access this report and more by registering for DALBAR i-PRT - by Jamie Josephs

5/13 All agree that we are not yet out of the woods but no agreement on what comes next. Investors need a “backup” plan such as the DALBAR i-PRT. - by Lou Harvey


More of What's New

Quantitative Analysis of Investor Behavior ("QAIB")

More Content, More Value, Giving Clients Greater Perspective

QAIB has been measuring the shortfall of the average investor for 25 years. Learn More

Registered Fiduciary (RFTM)


Profit from a Superior Standard of Care

Learn more about how to become a Registered Fiduciary (RFTM)
Learn More

News & Stories

The Costliest Mistake Investors Must Avoid in 2020

There are numerous ways investors can lose their hard-earned money in the stock market.

  • performance chasing
  • buying yield traps whose dividends are unsustainable and likely to be cut, possibly several times
  • grossly overpaying for quality companies to the extent that even if they grow as expected you might see negative returns for years or even decades
  • ignoring deteriorating fundamentals (thesis breaks about 20% of the time even if you perform proper due diligence)

But of all the potential mistakes that stand in the way of achieving your financial goals, one, in particular, is most likely to cost you a fortune in 2020.

Stock News | 1/10/2020

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The Asset Allocator: Dalbar's Investor Panic-Relief Tool (Podcast)

The Asset Allocator: Dalbar's Investor Panic-Relief Tool (Podcast)
Description: For a quarter of a century, Dalbar has highlighted the problem of poor investor performance, fueled by return-chasing and panic selling; now it is offering a practical solution it calls I-PRT (Investor Panic Relief Tool). This podcast (7:15) explains that Dalbar’s solution is not to prepare investors ahead of time with education that doesn’t work, but rather to prepare the advisor ahead of time with a tool that could tilt the scales of the “fight or flight” reaction toward “fight.”

Seeking Alpha | 12/3/2019


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Avoiding the Cost of Panic

Investors lose massive amounts due to panic selling in down markets. More can be done about this perennial problem.

This article identifies one critical action that can be taken to stem panic-driven losses. That action is based on a full understanding of the timing, cause and prudent use of financial instruments that can avoid much of the loss.

Advisor Perspectives | 12/2/2019

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Selling a Market Darling

Statistically, you and I are terrible investors...

This unfortunate reality is the takeaway of research done by Dalbar Inc., a company that studies investor behavior and their market returns.

What Dalbar has found is that the average investor woefully underperforms the broad market.

InvestorPlace | 10/1/2019

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DALBAR, Inc. is focused on helping our clients to build a successful business in finance.