5 Things to Know About Regulation

Morningstar's latest Global Investor Experience study compares how regulation and taxation policies impact the investor experience across 26 different markets 

Andy Pettit 27 April, 2020 | 2:48PM

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In the decade following the global financial crisis, market regulation focused on protecting investors has generally continued to provide robust fund markets that help individuals invest safely for their future. More recently, however, international policymakers have been shifting their focus onto environmental, social, and governance (ESG) 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 protections for investors.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Andy Pettit  Director, Policy Research (EMEA), Morningstar

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