What is an Investor Statement Evaluation? The Investor Statement Evaluation is a comprehensive analysis and report that provides valuable insight on statement design and content. With your firm’s specific objectives as its underlying theme, the evaluation is based on industry best practices, investor needs and preferences, regulatory requirements and technological innovations.
A Statement Evaluation can be critical at various points in the statement life cycle, from the initial concept through benchmarking and redesign.
What are the Benefits of the Statement Evaluation?
- Expert, third party insights that can help prioritize enhancements, support decisions, and/or build a case for investment
- Gain access to current best practices and emerging trends that are applicable to your firm’s specific distribution channel (e.g., brokerage, retirement plan, etc.)
- Obtain a competitive analysis and examples of features from competitor and “best-in-class” statements
What does a Statement Evaluation include?
- Initial consultation with analyst to review goals and objectives
- Comprehensive statement analysis based on Dalbar’s proprietary Trends & Best Practices scoring process
- Statement’s overall score and Dalbar designation
- Industry benchmarks to provide a framework for statement’s score
- 20(+/-) page report summarizing statement strengths and weaknesses and identifying specific recommendations for improvement
- Gap Analysis detailing reasons for lost points on more than 30 individual criteria
- Images of features from competitor and best-in-class statements
- Rights to use DALBAR’s Communications Seal for one year (if earned)
- Final consultation with analyst to gain further insight into findings
What is the Cost?Initial evaluations range from $9,500 to $20,000, depending on project objectives and statement complexity.
Re-evaluations range from $3,500 to $7,500.