Quantitative Analysis of Investor Behavior (QAIB)

Since 1994, DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) has been measuring the effects of investor decisions to buy, sell and switch into and out of mutual funds over both short and long-term timeframes. The results have consistently shown that the average investor earns less – in many cases, much less – than mutual fund performance reports would suggest.

The goal of QAIB is to improve the performance of investors on the one hand and of financial advisors on the other hand. This is done by identifying those factors that influence investor behaviors that determine the outcome of investment or savings […] Read more

FARP

What is FARP?

The Financial Advisor Rating Program (FARP) is designed to assist financial professionals gain insight into an established practice. The report allows the financial professional to identify strengths and maximize opportunities. The program is based on a uniform client survey process that allows professionals who meet requirements to advertise their stature as a DALBAR Rated Financial Professional and to include their performance ratings in advertising.

How can I use the results?

Prevent the loss of clients by maximizing opportunitiesbr>
The program measures the professional’s success at meeting client needs and identifies areas of strength and opportunities, providing key insights into:

Clients’ view of […] Read more