2023 Trends and Best Practices in Investor Statements
DALBAR's Trends & Best Practices in Investor Statements is an annual evaluation and ranking of investor statements across Brokerage, Mutual Fund, Retirement and Variable Annuity channels. Each year this report recognizes the leaders in Client Reporting who push the boundaries of statement content and design.
This report includes:
Rankings and scores for statements across each distribution channel
QR code use by financial firms on statements, envelopes and inserts
How firms are driving traffic to their website via the statement
DALBAR's Trends & Best Practices in Investor Statements is an annual evaluation and ranking of investor statements across Brokerage, Mutual Fund, Retirement and Variable Annuity channels. Each year this report recognizes the leaders in Client Reporting who push the boundaries of statement content and design.
This report includes:
Rankings and scores for statements across each distribution channel
QR code use by financial firms on statements, envelopes and inserts
How firms are driving traffic to their website via the statement
DALBAR's Trends & Best Practices in Investor Statements is an annual evaluation and ranking of investor statements across Brokerage, Mutual Fund, Retirement and Variable Annuity channels. Each year this report recognizes the leaders in Client Reporting who push the boundaries of statement content and design.
This report includes:
Rankings and scores for statements across each distribution channel
QR code use by financial firms on statements, envelopes and inserts
How firms are driving traffic to their website via the statement
