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Andy Pettit

Andy Pettit is director of policy research for Morningstar.

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An improving picture, but regulation would induce a more-complete and comparable baseline of material information for investors.

Morningstar launched the Global Investor Experience study in 2009 to encourage a dialogue about global best practices for mutual funds from the perspective of fund shareholders. We've produced the study every two years. To provide greater focus, for this sixth edition we are publishing each chapter of the study independently. This is the second chapter, focused on Regulation and Taxation, which follows the Fees and Expenses chapter published in September 2019. The remaining chapters of this edition will be published later in 2020.

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