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New Report Surveys Climate for Global Mutual Fund Investors

Which countries have better fund investing experiences than others?

Anthony Serhan 12.10.2017
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We've just released the 2017 edition of the Morningstar Global Fund Investor Experience report, which was created in 2009 to encourage a dialogue about global best practices for mutual funds from the perspective of fund shareholders. This year’s report covers 25 countries across North America, Europe, Asia, and Africa. The report has been produced every two years. Previous reports have generated significant debate and discussion in numerous markets around the globe and have contributed to a raft of changes. We think our 2017 report will be no different.

Evaluating mutual fund investors’ experiences
The report examines the treatment of mutual fund investors from multiple viewpoints: fund industry practices, fund distribution practices, the structure and effectiveness of regulatory bodies, disclosure policies, and tax codes.

We know that many outside factors can affect the global investor experience. Our report isn't meant to be a commentary on a country's fund industry, but rather how investors may experience it (as evidenced by the title). Because of this, our report doesn't cover countries that have many funds but few investors (Luxembourg, for example).

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About Author

Anthony Serhan  Anthony Serhan, CFA, is Morningstar’s managing director, research strategy, Asia-Pacific.

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