DALBAR Canada Awards Best in Investor Statements for 2017

DALBAR Canada Awards Best in Investor Statements for 2017

(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

DALBAR Study Shows Trump Rally Left Average Investor Behind – New QAIB Study Examines the Roller Coaster Year of 2016

DALBAR Study Shows Trump Rally Left Average Investor Behind – New QAIB Study Examines the Roller Coaster Year of 2016

(Boston, MA. April 4, 2017) The year 2016 challenged investors’ resolve. Indices flirted with all-time highs while at the same time geopolitical events made fear an ever-present emotion investors had to manage.

DALBAR has been analyzing investor returns for over 20 years and found once again that the average investor did not realize returns that were on par with general market indices.  For the 12 months ended December 30, 2016, the S&P 500 index produced an impressive annual return of 11.96%, while the average equity mutual fund investor earned only 7.26%, a gap of 4.70 percentage points. This underperformance is most […] Read more

DALBAR ANNOUNCES ACTIVE VERSUS PASSIVE ANALYSIS – DOES PASSIVE PERFORMANCE OVERCOME INVESTOR BEHAVIOR

DALBAR ANNOUNCES ACTIVE VERSUS PASSIVE ANALYSIS – DOES PASSIVE PERFORMANCE OVERCOME INVESTOR BEHAVIOR

(February 27, 2017) DALBAR Inc. announced the release of its analysis of active and passive investing
and how these approaches affect the returns investors earn. Following its long tradition of looking
past theoretical investment statistics, DALBAR has measured the impact these investments have on
investors’ wallets.

DALBAR’s Investor returns show no clear winner.

Over the longer terms, active investments produced better results, reflecting the tendency for
investors to remain invested for longer periods. Shorter term results show passive investments
ahead, driven in part by the unexpected post-election run-up in the markets.
The explanations for why active investments caught up with the superior investment statistics of the
passive funds include […] Read more

DALBAR CANADA ANNOUNCES ITS 2016 SERVICE AWARD WINNERS IN FINANCIAL SERVICES

DALBAR CANADA ANNOUNCES ITS 2016 SERVICE AWARD WINNERS IN FINANCIAL SERVICES

(Toronto, ON. January 31, 2017) Dalbar released the names of the companies that secured a coveted spot in its 2016 Award Winners Circle (alphabetical order). BMO Mutual Funds, Franklin Templeton Investments, HSBC Invest Direct, RBC Direct Investing.

Dalbar congratulates BMO Mutual Funds and Franklin Templeton Investments for achieving Award Winners Circle status in the Mutual Fund Service program.  Dalbar also recognizes Invesco, Royal Mutual Funds, and TD Investment Services who all performed in the upper quartile in the 2016 syndicated research.

For the Direct Brokerage Service Award, HSBC InvestDirect and RBC Direct Investing both emerged as premier providers in customer service throughout […] Read more

DALBAR Canada Study Finds Becoming A New Robo-Advisor Client Has Its Challenges

DALBAR Canada Study Finds Becoming A New Robo-Advisor Client Has Its Challenges

(Toronto, ON. September 13, 2016) DALBAR released results for its much anticipated Robo-advisor Onboarding Experience study. Opening a new account is a critical first point of contact between a service provider and a client, DALBAR set out to investigate the onboarding process between a robo-advisor and its new clients. The study reveals some robo-advisors are clearly falling short of peer performance as well as of Canadian investors’ expectations for service in the wealth management space. Key service gaps include:

Funding the account was the biggest challenge facing Canadian robo-advisors.
Several firms encountered serious technical and logistical challenges using live chat effectively.
It can […] Read more

Desjardins, Manulife, and Industrial Alliance earns

Desjardins, Manulife, and Industrial Alliance earns

(Toronto, ON. February 3, 2016) DALBAR announced today the 2015 Seal recipients for Communications Excellence for Defined Contribution Pension Plan (DCPP) statements. Desjardins Financial Security, Manulife Financial and Industrial Alliance (iA) earned above 80 points (out of 100) to emerge as leaders in delivering outstanding statements to DCPP plan members. These firms have produced leading statements that strike an excellent balance between engaging content and effective design.

The Seal for Communications Excellence is derived from DALBAR’S annual Trends & Best Practices in Investor Statements report that evaluates the statement’s ability to address the needs of plan members. Collectively as a group […] Read more

Dalbar Canada Announces Its 2015 Service Award Winners In Financial Services

Dalbar Canada Announces Its 2015 Service Award Winners In Financial Services

Toronto, ON – Wednesday January 20, 2016 – DALBAR released the names of the companies that secured a coveted spot in its 2015 Award Winners Circle (alphabetical order). The DALBAR Direct Brokerage Service Award was earned by HSBC InvestDirect and RBC Direct Investing. For the Mutual Fund Service Award, BMO Mutual Funds, Franklin Templeton Investments and National Bank Investments all emerged as premier providers in customer service throughout 2015.

For two decades in Canada and nearly four decades in the US, DALBAR has conducted rigorous testing of service delivery via its Service Quality Measurement Programs. Each year, DALBAR identifies those financial […] Read more