This year, DALBAR is excited to offer its New Premium Edition. Exclusive premium content includes:

  • 1-hour of consulting, which could include but is not limited to:
    • Calculation of your firm’s Average Investor Return
    • Average Investor Returns for customized timeframes
    • Support it the use of customized communications
  • A paper on The Investor Experience, which looks at well-established heuristics through the eyes of the Average Investor in 1987 and 2000
  • More categories of average investors (based on size/style, sector, index, TDF, etc.)
  • Periodic table of Average Investor returns covering the last 10 years
  • 30-year annualized return figures

For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.