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Global Investor Experience Update: Fund Disclosures

The biennial Global Investor Experience study reflects Morningstar's views about what makes a good experience for fund investors. In our research, we look to identify markets that have comprehensive and easy-to-understand disclosures for open-end funds that typically issue or redeem shares or units daily.

In this Global Investor Experience study on Fund Disclosures summary update, we identify markets where regulations have changed or are likely changing and comment with our high-level thinking on how these changes align with global best practices.

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Research Library Global Investor Experience Update: Fund Disclosures...

What's Inside

  • A comprehensive assessment of markets with major fund disclosure changes
  • How the inclusion of Sales Disclosure and ESG and Stewardship Disclosure factors impact a market’s overall score
  • The specific factors that contribute to investor-friendly disclosure environments

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