Investor Statement Rankings

Latest Statements Rankings

Investor Statements are a critical line of communication between financial services firms and their clients. Dalbar’s annual rankings indicate which firms are using this tool most effectively and efficiently to communicate with their clients.

Mutual Funds Statements – 2020

Rank Top 3
1 Dynamic Funds
2 Manulife Financial
3 RBC
61.67 (out of 100) Industry Average Score

Segregated Funds Statements – 2020

Rank Top 3
1 Industrial Alliance
2 CI Financial
3 Desjardins Financial Security
66.64 (out of 100) Industry Average Score

Retirement Statements – 2020

Rank Top 3
1 Desjardins Financial Security
2 Manulife Financial
3 Industrial Alliance
75.98 (out of 100) Industry Average Score