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What s Top of Mind for Advisors When it Comes to Crypto?
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What s Top of Mind for Advisors When it Comes to Crypto?
morningstar.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from morningstar.com Daily Mail and Mail on Sunday newspapers.
Morningstar research compares how regulation and taxation policies impact the investor experience across 26 markets.
Andy Pettit
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In the decade following the global financial crisis, investor protection-focused market regulation has generally continued to provide robust fund markets that help individuals invest safely for their future. Since the previous study in 2017, international policymakers have been shifting their focus onto environmental, social, and governance factors.
This trend was one of the top findings from the Regulation and Taxation chapter of the latest Global Investor Experience Study, which evaluates the environment for mutual fund investors in markets around the world. As shown below, the highest overall scores went to the Netherlands, Sweden, and the United Kingdom, while the lowest went to Australia, Canada, China, Japan, New Zealand, and the United States. None of the markets we evaluated yielded a bottom grade, as they all achieve basic protect
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Most markets around the world have incrementally improved the environment for fund investors over the past few years through greater investment transparency a development that has been guided by better disclosure practices, including portfolio holdings disclosure. Transparency is important as it helps investors make better decisions and creates trust in investment vehicles and the firms that manage client assets.
This trend toward greater investment transparency was one of the top findings from the Disclosure chapter of Morningstar s 2020 Global Investor Experience study, which evaluates the environment for fund investors in markets around the world. As shown below, the highest overall Disclosure grades went to India and the United States, while the lowest went to Australia.