(Toronto, ON August 22, 2017) DALBAR recognizes Dynamic Funds and MD Financial Management as the #1 ranked investor statements in the mutual funds and full service brokerage industry respectively. DALBAR’s Trends and Best Practices in Investor Statements Rankings evaluated a total of 22 statements for clarity, content and design.
This year 32% of statements evaluated earned an “Excellent” designation from DALBAR receiving more than 80 points out of 100. For the first time in two decades, client preferences for transparency coupled with regulatory pressures helped bring fee disclosures and personal rates of return to the forefront of investor statements.
“Investor statements are […] Read more