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
Pension savings appear to be one of the few retail services where neither the customers nor the public supervisors are properly informed about the real net performance for customers of the services rendered. There is no recent and comprehensive study on the real net pension savings returns for EU countries. Even OECD data is unfortunately
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.
Annex to the Report “Robo-Investing: Cyborgs vs Robots – Competing to Attract European Citizens’ Money”: Comparison Table of Robo-Investors in Europe
Annex to the Report “Robo-Investing: Cyborgs vs Robots – Competing to Attract European Citizens’ Money”: Comparison Table of Robo-Investors in the USA
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.
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.