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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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    The 2019 QAIB Reports are Available!
    This year, the Quantitative Analysis of Investor Behavior is providing firms even more value with a new
    Premium Edition along with the Standard Edition full study and Advisor Edition.
    Visit the QAIB Store and see which version is right for you.
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    Check with DALBAR about MEPs
    Get information on Multiple Employer Plans (MEPs)
    including the DOL’s proposed changes and DALBAR’s take on open MEPs
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    Customer Experience Audit
    Deliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program.
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    Research
    Discover expert research bringing you insight into the world of financial services for
    web, mobile, e-delivery, statements, security, investor behavior and more.

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

Dalbar, Inc. Business Review

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)
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News & Stories

What Happens When You Miss the Best Days in the Stock Market?

...Investment research firm Dalbar publishes an annual survey of the average investor's performance versus the benchmark. Dalbar studied retail equity and fixed-income mutual fund flows (money in and out of the fund) each month from Dec. 31, 1997 to Dec. 31, 2017 to calculate the "average investor" return. The average investor performed below average when compared to buying and holding the S&P 500 index...

Nasdaq | 4/11/2019

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Bad Behavior Cost Equity-Fund Investors 5 Percentage Points in 2018: Dalbar

Most investors took it on the nose in the second half of last year — in fact an average loss of 9.42% — compared with the S&P 500, which had a loss of 4.38%, according to the annual Quantitative Analysis of Investor Behavior by Dalbar, an independent research firm. In addition, the average equity fund investor was a net withdrawer of funds — in which poor timing contributed to the loss. This information may be helpful to advisors when it comes to investor behavior.

ThinkAdvisor | 4/10/2019

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Wealth Matters: Stock market ‘guru’ same as ‘charlatan’

We are all influenced by our emotions, our hopes and fears. Such is being human. But these emotions do not always lead to the best decisions. When you add our attitudes about money to the mix, the results can be quite complicated.

Daily Republic | 4/8/2019

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Opinion: Investors’ widely-held beliefs about ETFs and index funds may be wrong

A new study has just shaken one of the biggest investment myths on Main Street.

An analysis of mutual fund stock trades over the past two decades has thrown into question the rationale that has sent everybody and her grandmother stampeding into low-cost index funds and exchange traded funds.

That rationale: That even skilled mutual fund managers can’t beat the stock market indices, so there’s no reason why you should pay someone extra to try.

Marketwatch | 4/7/2019

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