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QAIB 2014

Quantitative Analysis of Investor Behavior 2014

Dalbar's Quantitative Analysis of Investor Behavior (QAIB) celebrates its twentieth edition of measuring the shortfall in retail investor real returns.

QAIB 2014 examines real investor returns in equity, fixed income and asset allocation funds. The analysis covers from inception to the period ending December 31, 2013, encompassing the crash of 1987, the drop at the turn of the millennium, the crash of 2008 plus recovery periods of 2009, 2010 and 2012. This year’s report shows a reversal of the improvement in investor decision making, capping off the painfully slow improvement of the last three decades.

Full Version Full Version
Purchase of the full version includes unlimited rights to use all of the charts and data in a firm's marketing materials, as well as the following information:
  • Analysis of investor returns versus the S&P 500 since the inception of QAIB
  • One-year investor return data since 1984
  • An explanation of how investor returns are calculated
Advisor Version Advisor Edition
Designed specifically to meet the needs of individual advisors; this version includes much of the same information, as well as the rights to redistribute printed versions of the report to clients. This version does not include the rights to replicate or reproduce charts and data elements or the additional report components indicated in the bullet list to the left. Rights to use selected data elements may be purchased separately.
communication QAIB benchmarks for performance reporting
Give investors a more meaningful benchmark – how they compare to the average investor.
speaking QAIB Speaking engagements
Want to hear more from DALBAR on QAIB? Tell your provider to be sure to include DALBAR on the agenda at the next Sales Conference.

Financial Quarterback with Josh Jalinski on WOR - interview with Lou Harvey, May 17, 2014 – Segment 1

Financial Quarterback with Josh Jalinski on WOR - interview with Lou Harvey, May 17, 2014 – Segment 2

MoneyLife: Big Interview with Lou Harvey - April 14th, 2014

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