Customized Statement Analysis
What is it?
The Customized Statement Analysis (CSA) provides valuable insight on the design and content of financial statements.
Guided by a firm’s specific objectives, Dalbar evaluates these materials within the context of best practices in information and marketing design, copywriting, and any regulatory issues that may apply.
- Investor Statement Preferences Survey
- Best Practices for Reporting Goals on Investor Statements
- Trends & Best Practices in Investor Statements
- Gap Snapshot of your Firm’s Statement
What is it?
Gone are the days of the traditional game of Keeping up with the Joneses; now the game is about the New and Different. Central to firms’ foray into the mobile environment is the goal of attaining maximum visibility. It therefore becomes critical that financial services firms are pioneers, rather than sheep falling in line with their competitors.
Dalbar has introduced its newest rating program, Mobile InSIGHT, which highlights trailblazers whose excursion into the mobile expanse has successfully led them to a higher, more continuous level of visibility.
On a quarterly basis, Dalbar reviews the offerings of financial services firms- both mobile applications, and mobile Web sites. Alternating between the two mobile asset types, a report is released each quarter.
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