This research paper is part of BETTER FINANCE’s annual #FundResearch project, an umbrella research activity aimed at providing qualitative and quantitative assessments of the EU market for retail investment funds, focusing on Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Funds (AIFs). This paper compares mutual fund returns with their market index

This research paper is part of BETTER FINANCE’s #FundResearch project, an umbrella research activity aimed at providing qualitative and quantitative assessments of the EU market for “retail” investment funds, focusing on Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Funds (AIFs). This paper looks into the practice of securities lending as an

The Real Return 2018 – Belgium The Real Return 2018 – Bulgaria The Real Return 2018 – Denmark The Real Return 2018 – Estonia The Real Return 2018 – France The Real Return 2018 – Germany The Real Return 2018 – Italy The Real Return 2018 – Latvia The Real Return 2018 – Lithuania The

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 contact us at info@betterfinance.eu.

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

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

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

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.

BETTER FINANCE supports initiatives and policies that will restore equities to their rightful place, whilst simultaneously help reduce the costs charged by intermediaries who stand between the investor and the companies operating in the real economy.

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.