Global Disclosure Practices: How Markets Around the World Stack Up

Morningstar’s analysis of global disclosure structures highlights the importance of transparency around investments and incremental improvements.

Christina West 14 December, 2020 | 1:23PM

Global Investor Experience

Most markets around the world have gradually improved the environment for fund investors through greater investment transparency over the past few years—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.

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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.

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Christina West  is a Guest Author

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