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13/02/2017
 

Closet Indexing Study - Annex 1.C. - Funds with Insufficient Data 1172 funds


ANNEX 1C 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.B. - No Reported Benchmark 147 funds


ANNEX 1B 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.A. - All Funds 2332 funds


ANNEX 1A 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
 
 
 
 
 
06/10/2016
 

Pension Savings - The Real Return - 2016 Better Finance Presentation


Presentation of the worrying findings of the Better Finance report on the state of pensions in Europe.

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29/09/2016
 

CMU Citizens' Barometer - 2016 Presentation


One year into the project, how is the CMU faring for EU citizens as savers? Better Finance presented its CMU Barometer© in order for citizens to track its progress. One year after the launch of the CMU Action Plan, and almost sixty years after the Treaty of Rome, key indicators that track the performance of the CMU Action Plan show some progress, but so far any real “boost” of retail investments into capital markets has failed to materialise.

Categories: Research Reports
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Better Finance
Better Finance
 
 
 
 
 
09/03/2016
 

Robot Advice - a Better Finance Research Paper


Better Finance took a closer look at a sample of new Robot Advice providers, both in the US and in selected EU countries (Belgium, France, Germany, UK). The research concentrated on the products on offer as well as prices.

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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