A Guide for Effective Engagement and Voting Practices for Transition-Linked Equity Investment in Listed Companies The set of Principles developed by BETTER FINANCE and its Working Group Members, aims at standardising transition engagement practices for listed equity across the EU. The Principles emphasise transparency, active engagement, and the importance of evidence-based escalation strategies, targeted towards
Key points by civil society on the RIS trilogues from the individual investors’ perspective. The Retail Investment Strategy was launched in May 2023, due to the realisation that consumers (i.e. individual investors and policyholders) in the EU keep much of their financial savings in bank accounts and in other nominal capital guaranteed products instead of
The European Commission is expected to publish a proposal for the review of the SFDR in Q4 2025. This position paper provides an overview of BETTER FINANCE, BEUC, and Finance Watch proposed adaptations to the SFDR, following recommendations from the Platform on Sustainable Finance to the European Commission. As defenders of individual investors’, consumers’ and
Something new on the personal pensions front? 2024 might enter history books as the year in which the European Union (EU) finally decided to offer its citizens a competitive personal pension product and its firms a steady source of long-term funding. Over the past twelve months, three high-level reports on the EU’s economy advocated plugging
Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It spans 5 virtual sessions, encompassing an introduction to investing, climate lens investing, financial and non-financial risks, and greenwashing. With consolidated and translated materials, worksheets, and
Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It spans over 5 virtual sessions, encompassing introduction to investing, climate lens investing, financial and non-financial risks and greenwashing. With consolidated and translated materials, worksheets and
Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It spans over 5 virtual sessions, encompassing introduction to investing, climate lens investing, financial and non-financial risks and greenwashing. With consolidated and translated materials, worksheets and
Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It spans over 5 virtual sessions, encompassing introduction to investing, climate lens investing, financial and non-financial risks and greenwashing. With consolidated and translated materials, worksheets and
Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It spans over 5 virtual sessions, encompassing introduction to investing, climate lens investing, financial and non-financial risks and greenwashing. With consolidated and translated materials, worksheets and
BETTER FINANCE endorses the FSUG’s call for improved ‘Value for Money’ in retail investments. The focus is on enhancing the effectiveness of packaged retail and insurance-based investment products (PRIIPs) to contribute significantly to investors’ financial well-being. The FSUG emphasises the responsibility of product manufacturers to design products that boost investors’ financial wealth and urges supervisors