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 the USA
Annex to the Report “Robo-Investing: Cyborgs vs Robots – Competing to Attract European Citizens’ Money”: Comparison Table of Robo-Investors in Europe
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.
ANNEX 1E 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
Presentation of the worrying findings of the BETTER FINANCE report on the state of pensions in Europe.