A Tool for Improved Mutual Funds Transparency
32 Pages Posted: 20 Jun 2012 Last revised: 1 Mar 2016
Date Written: August 16, 2004
This article provides a broad treatment of transparency and the specific normative data and information that are essential to make transparency effective for meeting the normative needs of shareholders. The template offered here is a tool for providing transparency in normative mutual fund disclosure in a convenient online package.
Mutual funds, their investment advisers, Congress, the SEC, NASD, and the industry trade association should all do much more to improve regulation and transparency in normative fund disclosure. Shareholders need fund transparency that represents their role as fund owners, and which provides them with needed online disclosure for informed decision making.
Keywords: mutual funds, transparency, normative disclosure, disclosure template
JEL Classification: G2, G23, G28
Suggested Citation: Suggested Citation