Sverige bättre än snittet på att informera fondsparare

Ökad transparens är en tydlig trend när Morningstar jämför informationen till fondsparare i 26 länder. Sverige är kvar över snittet i det tredje kapitlet av den sjätte omgången av studien "Global Investor Experience. Bara Indien och USA är bättre.

Christina West 2020-12-14 | 13:15
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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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Christina West  är chef inom fondanalys vid huvudkontoret i Chicago

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