Sign up for our newsletter

Date
 
Description
 
Author
08/10/2018
 

Pension Savings: The Real Return - 2018 Edition


BETTER FINANCE published the 2018 Edition of "Pension Savings: The Real Return". Download the report in English for free here. Should you like to order a physical copy please contacts us at info@betterfinance.eu.

Categories: Research Reports
Get document »
 
BETTER FINANCE
BETTER FINANCE
 
 
 
 
 
04/07/2018
 

The Dispersion of Risk Mitigation Techniques in Life Cycle Pensions


The main purpose of the Research is to analyse whether the characteristics of the life cycle de-risking strategies are homogenous enough insofar that the default investment option will not need further calibration (regulatory provisions) with regard to its design. The other focus of the Research is to see how transparent and understandable these risk mitigation techniques are presented in the statutory documentation of the funds in focus, in view of the standalone Key Information Document that will accompany the PEPP product.

Categories: Research Reports
Get document »
 
BETTER FINANCE
BETTER FINANCE
 
 
 
 
 
04/07/2018
 

ROBO-ADVICE: EUROPEAN INDIVIDUAL INVESTORS TAKE A LOOK UNDER THE HOOD


For the third year in a row BETTER FINANCE took a closer look at the emerging Robo Advisory business from the perspective of individual investors and savers. Considering that new players are continuously joining the fray, this report focuses solely on selected platforms that set up shop over the last ten years in Europe and North-America, excluding platforms that are directly linked to established financial institutions. 16 platforms found their way into this study: 11 platforms from 7 different EU countries and 5 from North-America (4 US platforms and 1 Canadian one).

Categories: Research Reports
Get document »
 
BETTER FINANCE
BETTER FINANCE
 
 
 
 
 
04/06/2018
 

AT LEAST 619 UCITS EQUITY FUNDS FOUND IN BREACH OF KEY EU DISCLOSURE RULES AS POOR ENFORCEMENT PROSPERS IN SEVERAL KEY COUNTRIES


Renewed research by BETTER FINANCE finds that at least 30% of the main actively managed UCITS equity funds (those with a ‘fund benchmark’ ) still do not comply with key disclosure requirements for benchmarks as stipulated in EU Rules. In the face of persistent poor enforcement in our view in some major fund domiciles, BETTER FINANCE sees no other way but to name the perpetrators and failing jurisdictions it identified.

Categories: Research Reports
Get document »
 
BETTER FINANCE
BETTER FINANCE
 
 
 
 
 
17/10/2017
 

Presentation Long term and pension savings returns 2017


Pension savings appear to be one of the few retail services where neither the customers nor the public supervisors are properly informed about the real net performance for customers of the services rendered. There is no recent and comprehensive study on the real net pension savings returns for EU countries. Even OECD data is unfortunately quite incomplete. The European financial supervisors fail to report on the actual performance of products and services they regulate and supervise.

Categories: Research Reports
Get document »
 
BETTER FINANCE
BETTER FINANCE
 
 
 
 
 
02/10/2017
 

Pension Report 2017 - Full Report - Online Version


Better Finance published the 2017 Edition of "Pension Savings: The Real Return". Download the report in English for free here. Should you like to order a physical copy please contacts us at info@betterfinance.eu.

Categories: Research Reports
Get document »
 
BETTER FINANCE
BETTER FINANCE
 
 
 
 
 

Events