Global Investor Experience Update: Fund Disclosures

Exploring regulatory changes, investment fees, and investing experiences

Morningstar’s Global Investor Experience (GIE) study emphasizes the critical importance of fund disclosures in enhancing global investing. Clear and comprehensive disclosures are essential for investor trust and informed investing experiences. They can also help combat greenwashing by supporting sustainable investment decisions worldwide.

Regulatory changes are also pivotal in reshaping investment fund regulations globally. The US and UK lead the way with initiatives to improve information communication, aiming for more concise and engaging disclosures. However, despite progress, there is still significant room for improvement in presenting investment information.

Download this report now for more on global best practices for mutual funds from the perspective of fund shareholders and how to improve investing experiences.