Investors: Show Me My Returns — and Fees – DALBAR releases study of Investor Statement Preferences

Boston, MA. May 24, 2010 – DALBAR, Inc. announced today the release of its national study of what investors expect to see in a statement from financial services companies. DALBAR’s Investor Statement Preferences study identifies the importance of certain elements in investment and benefit statements. Among the findings:

  • The overall rate of return in the account is the single most important statement item, with over half of the respondents reporting this to be critically important.
  • Total fees charged was the second highest rated item investors want on their statements.
  • Sections that summarize statement details are also critical to understanding.
  • Over half of investors consider statement messages from their financial adviser to be important.

“Declining trust in financial services has pushed up demand for fee disclosure,” said Kathleen Whalen, Managing Director at DALBAR. “It’s clear that investors want to know what benefits they receive in the form of returns and what these benefits are costing them.”

The results of this study contribute to the weighting of DALBAR’s statement rating criteria, which are used to evaluate individual investment and benefit statements.

For more information on on DALBAR’s Investor Statement Preferences study or on DALBAR’s
Statement Evaluation services, please visit the web site at

About DALBAR, Inc.

DALBAR, Inc., the nation’s leading financial services market research and consulting firm, is committed to raising the standards of excellence in the financial services industry. With offices in both the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, life insurance, property and casualty, and managed account industries. They include investor behavior, customer satisfaction, service quality, communications, Internet services, and financial professional ratings.