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2017 QAIB Full Version
NEW! 2017 QAIB Full Version
DALBAR's 2017 QAIB Full Study for the period ended 12/31/2016. This study includes everything that is QAIB, as well as copyrights to its entire contents.
2017 QAIB Advisor Edition
NEW! 2017 QAIB Advisor Edition

DALBAR's 2017 QAIB Advisor Edition for the period ended 12/31/2016. Designed exclusively to be a client facing communication, this version includes the rights to redistribute printed or electronic copies of the complete advisor edition report to investor clients.

Notwithstanding the forgoing, the Advisor Edition does not include the rights to replicate or reproduce any part of this report without purchase of the copyrights.

2017 QAIB Advisor Edition Copyrights
NEW! 2017 QAIB Advisor Edition Copyrights
DALBAR's 2017 QAIB Advisor Edition Copyrights for the period ended 12/31/2016. Purchasers of the copyrights are granted full permission to incorporate certain materials contained within the Advisor Edition into other works on the condition that Licensee makes required regulatory disclosures and sources QAIB and DALBAR as appropriate.

Note: You must also purchase the QAIB Advisor Edition report above

SQM Call Center Survey Findings
NEW! 2016 Financial Services Contact Center Survey Findings
DALBAR's bi-annual Contact Center Survey takes an in-depth look at many of the issues that matter most to contact center managers within the Financial Services industry. Responses from over 40 leading financial organizations provide broad-based benchmarks for your firm over a wide range of topics.
SQM Caller Authentication Study
NEW! SQM Industry Insight: Caller Authentication in Financial Services
This study looks at the specific identifiers used for customers across the industry based on actual observations and considers the trade-offs to added security such as burdening the customer and increasing handle time. The study also considers the role of the automated phone system and looks at technologies which could fundamentally alter the way the security check is handled in the future.
Active v. Passive Report
Active v. Passive Investor Returns
For Distribution

Learn the extent to which the historical performance advantage of passive investments is eroded by the behavioral influences.

May be used in advertising and deliverable to clients/advisors.

Includes a complimentary copy of the 2017 QAIB Full Study! 

Active v. Passive Report Not for Distribution
Active v. Passive Investor Returns
For Internal Use

Learn the extent to which the historical performance advantage of passive investments is eroded by the behavioral influences.

Internal use only. May NOT be used in advertising and deliverable to clients/advisors.

Includes a complimentary copy of the 2017 QAIB Full Study!

Active v. Passive Advisor Edition
Active v. Passive Investor Returns Advisor Practice Edition (Highlights Only)

Learn the extent to which the historical performance advantage of passive investments is eroded by the behavioral influences.

Personalized with name of practice for client distribution.

Includes beta program access to the AVP Calculator and a complimentary copy of the QAIB Advisor Edition report!

Managing Investor Behavior
Managing Investor Behavior

A chronical of investor behavior cures that have been featured in the annual QAIB study over the past 20 years.

Budgeting for BICE
Budgeting for BICE

Briefing Paper: Estimating expenditures, revenue loss and strategic consequences

Best in Class Home Pages
Best-in-Class Plan Participant Home Pages

First impressions Count! We're offered a very small window in time to get a reaction. Ideally, function and usability should take precedence over how one judges a Home Page, but there is that "appearance" issue to contend with as well. Ultimately, that first experience...that nagging first impression has the strongest impact on the big decision to take another step...

This report highlights the 10 Plan Participant Web sites that DALBAR analysts identify as "Best-in-Class".




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