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WelcomeDALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditingand rating business practices, customer performance, product quality and service. -
DALBAR's 2020 QAIB is Now Available!The 26th Annual Quantitative Analysis of Investor Behavior examines real investor returnsin equity, equity index, fixed income and asset allocation categories of investors. -
The Investor Panic
Relief Tool (i-PRT)Preparing for the next crisis:Smart Alternatives to abandoning investments in a down market -
Trends & Best Practicesin Investor Statements ReportThe 22nd annual analysis and ranking of statements across multiple distribution channels identifiesleading firms and highlights best-in-class features, emerging trends and innovations in client reporting. -
Customer Experience AuditDeliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program.
at a Glance
, 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, 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.
awards are recognized as marks of a superior standard of care in the financial community.
What's New
9/17 DALBAR finds gaps in COVID safety protocols among North American bank branches by deploying its secret shopping capabilities - Jamie Josephs
9/3 DALBAR's Online Enrollment research uncovers the top 5 digital enrollment experiences. Congratulations to John Hancock for both their Guided experience and their Express Enroll, Securian Financial, Voya Financial and Principal Financial Group! - by Jamie Josephs
9/1 Barron's article highlights DALBAR QAIB Update Volume III saying, "Active Fund Managers, and Women, Are the Stars of the Coronavirus Market Crisis" - by Jamie Josephs
8/31 Article by Financial Advisor Magazine talks about how, "Active Equity Investors Outperform Market And S&P 500 In Q2" - by Jamie Josephs
8/31 DALBAR to DOL: A Rollover Decision Is Not an Investment Decision via ThinkAdvisor
Be prepared with DALBAR's comprehensive checklist and reports. - by Jamie Josephs
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
Opinion: Bond blowout outwits investors
Once upon a time John and Jane Public were terrible at timing the stock market. They sold stocks at the wrong time, bought them back at the wrong time, and ended up doing worse than someone who just owned the overall S&P 500 SPX, -0.07% and forgot about it. But this year, John and Jane have made a big advance. No longer are they bad just at timing the stock market. Now they’re bad at timing the bond market, as well.
Marketwatch | 6/18/2020
Fixed-Income, Target-Date Fund Investors Most Aggressive With Q1 Withdrawals
Investors in what have historically been the most conservative mutual fund asset classes were actually the most spooked into making withdrawals during the first quarter’s Covid-related market volatility, according to new research from Dalbar.
FA Magazine | 5/19/2020
Should Investors have FOMO?
Nobody knows if we have reached the turning point in the year's pandemic-induced market meltdown. The markets are not quite as scary as they were at the beginning of March when some markets lost nearly 20% of their value in a single day.
Some recoveries are rather swift, while others take a little more time, but there is one way to know when the market has reached its bottom … just kidding .... there is no way of knowing, and that's exactly why the average investor should not be bailing out of their positions when storm seas get rough.
Financial Independence Hub | 4/20/2020
Staying Steady in a Bear Market
Financial journalists tend to only write about and discuss what to do in a bear market once the bear market has begun. People are usually reactive, rather than proactive, when it comes to investing. When stocks go up, they buy more. When stocks go down, they sell. This childish behavior accounts for the dramatic differences between investor returns and investment returns extensively documented by firms such as Dalbar and Morningstar. Buying high and selling low is an all too frequently experienced investment disaster.
The Physician Philosopher | 3/21/2020
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