2012 Dalbar Study

After overwhelmingly positive feedback on my earlier 2011 Dalbar Study post, I want to offer the 2012 edition to those interested and who’d benefit again!

Dalbar describes themselves as “the nation’s leading financial services market research firm (that) performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries.” To find out more about Dalbar, CLICK HERE. Their annual study on Quantitative Analysis on Investment Behavior (QAIB) “examines the returns that investors actually realize and the behaviors that produce those returns.”

This 2012 QAIB Advisor Edition covers topics such as:

  • Do Fiduciaries Produce Better Returns?
  • Investor Irrationality on Display and
  • Irrational Decisions Lead to Inferior Results

I’ve seen a number of the top financial advisors in the country use these annual findings in their business. It’s incredible insight into the average investor’s mindset and behavioral patterns, providing content for the advisor’s workshops, client events and appointment strategies extending far beyond what other “X and O” planners provide.

To receive a copy of the 2012 Dalbar QAIB Report, post a comment below.

I’m happy to share these findings and become a resource for you. Advise with passion, let’s connect soon.


27 thoughts on “2012 Dalbar Study

  1. You are absolutely right. I’ve used the report in the past with overwhelming success. My football coach in high school used to say, “the eye in the sky doesn’t lie” when referring to how You did on each play in each game. You can’t make excuses when it’s right there on the tape. This report is “the eye in the sky” for investors who often represent themselves as being the “game-winning quarterback”, when they are really a “third string” special teams player. By the way, nothing wrong with third string or special teams, but if you want to be the starting QB, you must first realize and admit your position now and work to improve it.
    Can I also get a copy of the 2012 report?

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