Morningstar Publishes Fifth Global Fund Investor Experience Study, Shows Regulation and Better Practices Improving Investor Experiences Worldwide

The United States continues to take the lead, while emerging markets make significant regulatory improvements to provide more transparency for investors and improve investor-friendly processes

Morningstar 10/10/2017

CHICAGO, Oct. 9, 2017 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today released its biennial Global Fund Investor Experience (GFIE) report, which grades the experiences of mutual fund investors in 25 countries across North America, Europe, Asia, and Africa. Morningstar researchers evaluated countries in four categories—Regulation and Taxation, Disclosure, Fees and Expenses, and Sales. The grading scale, updated from 2015's 12-point letter grades, consists of Top, Above Average, Average, Below Average, and Bottom. Researchers identified the United States as the most investor-friendly market, while no country received a Bottom overall grade. More than half of the markets received an overall grade of Average, indicating widespread improvement in investor experiences across multiple markets driven by globalization, stronger regulation, and adoption of best-practice principles.  

Overall country grades for 2017

"The Global Fund Investor Experience report has driven dialogue about global best practices since the report was created in 2009 and continues to evolve in order to meet the needs of today's investor experience," said Anthony Serhan, managing director of research strategy of the Asia Pacific and co-author of the study. "While regulations such as the U.S. Department of Labor Fiduciary Rule and Europe's MiFID II approach implementation, other markets have already acted by enforcing bans on commissions, requiring or encouraging better disclosure from fund companies, and adopting technologies that can lead to lower costs for investors."

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