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14/06/2017
 

Robo Investing Report 070617




Categories: Research Reports
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BETTER FINANCE
BETTER FINANCE
 
 
 
 
 
17/05/2017
 

Misselling of Financial Products in the EU - Briefing Paper 2017


This paper tries to assess the regulatory and, more importantly, the supervisory (public enforcement) developments regarding the actual protection of savers, individual investors and mortgage borrowers since the 2008 financial crisis, in particular regarding the mis-selling of savings, investment and mortgage products.

Categories: Research Reports
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Better Finance
Better Finance
 
 
 
 
 
03/03/2017
 

Pension report 2016 For Web - Final


Better Finance published the 2016 Edition of the "Pension Savings: The Real Return". One can supervise only what one can measure: Why is this pension savings performance report (unfortunately) unique? 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
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Better Finance
Better Finance
 
 
 
 
 
13/02/2017
 

Better Finance Replicates and Discloses ESMA Findings on Closet Indexing


Better Finance helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up to 165 equity “UCITS” funds that could potentially be closet indexers. ESMA would not disclose the names of the funds it identified as “potential equity closet indexing funds” in its investigation results released in February 2016 (see annex 3), leaving fund investors in the dark. This is why Better Finance decided to replicate the ESMA study as closely as possible and – using the same quantitative analysis performed by ESMA - to disclose the list of the sampled funds (attached), including those that are potentially “closet indexers” according to ESMA, and also those funds – more numerous - that ESMA did sample but did not analyse for lack of data. Better Finance used the same source as ESMA (the Morningstar fund database).

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Better Finance
Better Finance
 
 
 
 
 
13/02/2017
 

Closet Indexing Study - Annex 1.E. - Potential Closet Indexers 165 funds


ANNEX 1E Better Finance helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up to 165 equity “UCITS” funds that could potentially be closet indexers. • Annex 1.A - List of All Funds (2332 funds) • Annex 1.B - List of funds with No Reported Benchmark (147 funds) • Annex 1.C - List of funds with Insufficient Data (1172 funds) • Annex 1.D - List of funds that are Potential Active Funds (848 funds) • Annex 1.E - List of funds that are Potential Closet Indexers (165 funds)

Categories: Research Reports
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Better Finance
Better Finance
 
 
 
 
 
13/02/2017
 

Closet Indexing Study - Annex 1.D. - Potential Active Funds 848 funds


ANNEX 1D Better Finance helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up to 165 equity “UCITS” funds that could potentially be closet indexers. • Annex 1.A - List of All Funds (2332 funds) • Annex 1.B - List of funds with No Reported Benchmark (147 funds) • Annex 1.C - List of funds with Insufficient Data (1172 funds) • Annex 1.D - List of funds that are Potential Active Funds (848 funds) • Annex 1.E - List of funds that are Potential Closet Indexers (165 funds)

Categories: Research Reports
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Better Finance
Better Finance
 
 
 
 
 

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The latest edition of our report on Pension Savings is now available for download!

 

 

 

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