DALBAR Announces Service Awards for 1999 Van Kampen Wins for Tenth Consecutive Year.Business Editors BOSTON--(BUSINESS WIRE)--Jan. 18, 2000 DALBAR Inc. named the financial service institutions that have qualified for its service awards. These companies have been tested by DALBAR for the entire year and found to be above their peers in service to clients and to financial professionals. Awards are given to both Mutual Fund and Annuity annuity: see insurance. annuity Payment made at a fixed interval. A common example is the payment received by retirees from their pension plan. There are two main classes of annuities: annuities certain and contingent annuities. Companies. Only one company, Van Kampen Van Kampen may refer to:
Adjective not put off or dissuaded Adj. 1. undeterred - not deterred; "pursued his own path...undeterred by lack of popular appreciation and understanding"- Osbert Sitwell undiscouraged by multiple acquisitions and changing business cycles. "Van Kampen's results show that the institutional imperative imperative: see mood. imperative - imperative language to serve customers well has remained a management priority at Van Kampen" said Louis Louis, titular duke of Burgundy Louis, 1682–1712, titular duke of Burgundy; grandson of King Louis XIV of France. He became heir to the throne on the death (1711) of his father, Louis the Great Dauphin. S. Harvey Harvey, city (1990 pop. 29,771), Cook co., NE Ill., a suburb S of Chicago; inc. 1895. Its manufactures include steel castings, metal products, chemicals, machinery, and electronic equipment. Harvey has an oil research center. The city was founded by Turlington W. , DALBAR's president. He added "Van Kampen has stood behind the business strategy and the moral obligation to provide superior service and now has the track record to prove it". Putnam Investments Putnam Investments was founded in 1937 by George Putnam. At the same time, he founded its first mutual fund offering, The George Putnam Fund of Boston.[1] Putnam has offices in London and Tokyo, and its headquarters is located in Boston, Massachusetts. has achieved nine mutual fund service awards. The service awards are based on systematic testing of customer service over the year. DALBAR executes usual transactions and monitors how quickly and how well each is handled by all major mutual fund and annuity companies. Tests range from requesting information, to opening accounts, transacting business and terminating relationships. Companies that exceed the industry benchmarks in an extensive series of tests earn the DALBAR Service Award. The following are the 1999 DALBAR Service Award winners. The numbers in parentheses See parenthesis. parentheses - See left parenthesis, right parenthesis. () are the number of years the firm has won the award :
DALBAR 1999 Service Award Winners
Mutual Fund Investors Annuity Investors Financial Professionals
Van Kampen(10) The Hartford Life(4) Fidelity Investments(3)
Putnam Investments(9) Merrill Lynch(3) Putnam Investments(3)
INVESCO(5) Pacific Life(3) Seligman Funds(3)
Oppenheimer Funds(4) Manulife N. America(2) Chase Vista Funds(2)
Seligman Funds(4) Ameritas Variable Life(1)IDEX Mutual Funds(2)
AIM Funds(2) CUNA Mutual Life(1) Mainstay Funds(2)
Evergreen(2) Prudential Life(1) Wells Fargo Funds(2)
Chase Vista Funds(1) American Skandia(1)
Nations Funds(1) Goldman Sachs(1)
Jackson National(1)
The Hartford Hartford, city (1990 pop. 139,739), state capital, Hartford co., central Conn., on the west bank of the Connecticut River; settled as Newtown 1635–36 on the site of a Dutch trading post (1633; abandoned 1654), inc. 1784. Life has been the consistent service award winner among annuity companies. Hartford has earned the annuity award every year since its announcement. Putnam Put·nam , Israel 1718-1790. American soldier active in the French and Indian War and the Revolutionary War. During the Battle of Bunker Hill (June 17, 1775), he supposedly issued the order, "Don't one of you shoot until you see the whites of their , Fidelity Fidelity is a notion that at its most abstract level implies a truthful connection to a source or sources. Its original meaning dealt with loyalty and attentiveness to one's duty to a lord or a king, in a broader sense than the related concept of fealty. and Seligman have been consistent winners of awards for service to financial professionals. Concurrently con·cur·rent adj. 1. Happening at the same time as something else. See Synonyms at contemporary. 2. Operating or acting in conjunction with another. 3. Meeting or tending to meet at the same point; convergent. , DALBAR named the financial service institutions that are Key Honor As a verb, to accept a bill of exchange, or to pay a note, check, or accepted bill, at maturity. To pay or to accept and pay, or, where a credit so engages, to purchase or discount a draft complying with the terms of the draft. winners in 1999. These firms have distinguished themselves as being consistent in the high quality of customer service they provide.
DALBAR 1999 Key Honors Winners
Mutual Fund Investors Annuity Investors Financial Professionals
Fidelity Investments Allmerica Financial Alger Funds
Harbor Funds Equitable Insurance INVESCO Funds
John Hancock Fortis Financial Kemper Funds
Kemper Funds GE Financial NationsFunds
Lord Abbett New England Annuities State Street Research
Mainstay Funds Putnam Investments Van Kampen
Security Benefit
SunLife of Canada
The Mutual Funds and Annuities categories represent service provided to investors in those products. Financial Professional category represents service provided to professionals who advise investors. In identifying its winners, DALBAR tested the service in the universe of institutions listed in the tables that follow. They consist of 64 in the Mutual Funds category, 42 in Annuities and 52 in the Financial Professionals category. DALBAR is a financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. research and rating company based in Boston Boston, town, England Boston, town (1991 pop. 26,495), E central England, on the Witham River. Boston's fame as a port dates from the 13th cent., when it was a Hanseatic port trading wool and wine. Having recovered from a decline in the 18th and 19th cent. . The company's history dates back to 1976 and its service measurement activities began in 1987. Further information on DALBAR and on the service quality programs can be found at the Web site DALBAR.com.
1999 Universe of Financial Service Institutions
Tested for Mutual Fund Investor Service
AAL Funds NationsFunds
AARP Mutual Funds Nationwide Mutual Funds
AIM Funds Neuberger & Berman
Alliance Capital New England Funds
American Century Investors North American Securities
American Funds Oakmark Funds
Berger Funds One Group Mutual Funds
Chase Vista Funds OppenheimerFunds
Davis Funds Parkstone
Delaware Group of Funds PFPC/PNC Bank
Dreyfus Group of Funds Phoenix
Eaton Vance Mutual Funds PIMCO Advisors
Evergreen Funds Pioneer Funds
Federated Investors Primerica Financial Services
Fidelity Investments Princor
Fortis Financial Putnam Investments
Franklin Templeton Funds Robertson Stephens Investments
Galaxy Funds Scudder Funds
Goldman Sachs Selected Funds
Harbor Funds Seligman Funds
IDEX Mutual Funds State Street Research
Invesco Funds Stein Roe Mutual Funds
Janus Funds Strong Funds
John Hancock Funds Transamerica Premier Funds
Kemper Funds T. Rowe Price
Liberty Funds Services USAA Mutual Funds
Lord, Abbett & Co. Van Kampen
Lutheran Brotherhood Vanguard
MainStay Funds Victory Funds
Merrill Lynch Warburg Pincus Funds
MFS Mutual Funds Wells Fargo Funds
Montgomery Funds WM Group
1999 Universe of Financial Service Institutions
Tested for Annuity Investor Service
Aegon/PFL Life New York Life
Aetna Life Pacific Life
Allianz Life Prudential Life Insurance
Allmerica Financial Putnam Investments
American General Scudder
American General Security Benefit Life
American Skandia SunLife of Canada
Ameritas Variable Life Travelers Life Insurance
Anchor National United of Omaha
Canada Life Assurance USAA
CUNA Mutual Life Vanguard Variable Life
The Equitable Western Reserve Life
Fidelity Investments
Fortis Financial Group
GE Life
The Hartford Life
Jackson National
Zurich Kemper Life
Keyport Life
Lincoln Benefit Life
Lincoln Life
Lutheran Brotherhood
MainSaty
ManuLife North America
Merrill Lynch
Metropolitan Life
Minnesota Mutual
Nationwide Financial
New England Annuities
North Western Life
1999 Universe of Financial Service Institutions
Tested for Service to Financial Professionals
AIM Funds Lincoln Benefit
The Alger Fund Lincoln National
Alliance Capital Management Lord, Abbett
American Century Investors MainStay Funds
American Funds Manulife North America
Ameritas Variable Life MFS Mutual Funds
American Skandia NationsBank
Anchor National Nationwide Financial
Canada Life Assurance New England Funds
Davis Funds OppenheimerFunds
Dreyfus Funds Pacific Life
Evergreen Funds Phoenix Funds
Fidelity Investments Pioneer Funds
Fortis Financial Group Putnam Capital Manager
Franklin Templeton Group Putnam Investments
G.E. Financial Assurance Security Benefit Life
Goldman Sachs Seligman Funds
IDEX Mutual Funds The Stagecoach Funds
INVESCO Funds Group State Street Research
Hartford Life Strong Funds
Jackson National SunLife of Canada
Janus Funds T.Rowe Price
John Hancock Travelers Life Insurance
Kemper Funds Vanguard
Keyport Life Van Kampen
Liberty Funds Services Vista Capital Management
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