• darkblurbg
    Welcome
    DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing
    and rating business practices, customer performance, product quality and service.
  • drkbr
    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.
  • drkbr
    The Investor Panic
    Relief Tool (i-PRT)
    Preparing for the next crisis:
    Smart Alternatives to abandoning investments in a down market
  • darkblurbg
    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.
  • darkblurbg
    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


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

;)

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