More than a year after the entry into force of the revised Markets in Financial Instruments Directive (MiFID II) and of the Regulation on Key Information Document for Packaged Retail and Insurance-based Investment Products (PRIIPs KID), BETTER FINANCE sought the views and experience of its member associations and their individual members on the effectiveness of
The Real Return 2021 – Austria The Real Return 2021 – Belgium The Real Return 2021 – Bulgaria The Real Return 2021 – Croatia The Real Return 2021 – Denmark The Real Return 2021 – Estonia The Real Return 2021 – France The Real Return 2021 – Germany The Real Return 2021 – Italy The
BETTER FINANCE published the ninth edition of its “Real Return of Long-Term and Pension Savings report | 2021 Edition”. Download the report in English for free here. Should you like to order a physical copy please contacts us at info@betterfinance.eu. This year there is also a user-friendly online interface showing the nominal and real net
In the study about the Solvency and Financial Condition Reports (SFCRs) – that have to be disclosed under the Solvency II Directive (Art. 51) – we take a closer look at eight different figures that are calculated and rated: Transparency, expressed on a point scale (from -2 to 19); Solvency ratio, expressed as a percentage
Access to equity market data is essential for “retail” investors to make informed investment decisions. However, new research by BETTER FINANCE found that online equity market data published by the four largest EU equity markets in 2019 are de facto not or just partially accessible to non-professional users. The European Securities and Markets Authority (ESMA)
Robo-advisors are online platforms that use artificial intelligence or algorithms to process information on clients’ investment preferences, risk tolerance and loss-absorption capacity, to determine an investor profile and make a personalised and often product-specific investment recommendation. This research shows the wide range of benefits that come with Robo-advice, such as considerably lower fees, increased accessibility
This study is part of the BETTER FINANCE #FundResearch project, a 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 market for European Long-Term Investment Funds (ELTIFs)