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Publications

Transition investing: key challenges and opportunities

Transition investing refers to capital needed to improve economic activities, that are not environmentally friendly at present. Such capital supports the development of innovation and infrastructure, enabling current activities to ...
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/ Research papers, Product governance & disclosures, Sustainabe Finance

CMU Assessment Report 2019-2022 | Building a Capital Markets Union “That Works for People”

BETTER FINANCE released its updated report on the progress of the European Capital Markets Union (CMU), and the results are discouraging. The report analyses the first five key performance indicators ...
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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU)

Withholding taxes on dividends in the European Union: An uphill battle for individual shareholders

A recent survey conducted by BETTER FINANCE and DSW among 3000 investors across the EU found that withholding tax (WHT) refund procedures are cumbersome and costly, making it difficult or ...
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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Other, Securities Markets & Trading, Shareholder Rights & Corporate Governance, Supervision & Redress

Robo-advice 2022 Report | Breaking Barriers of Traditional Advice

BETTER FINANCE continued its research series into Robo-advice with this seventh annual edition (2022), mapping a sample of platforms that provide online Robo-advisory investing services, by analysing their (automated) advice ...
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/ Research papers, Capital Markets (equity & bonds), Financial Education, FinTech, Sustainabe Finance

Barriers to shareholder engagement | SRD II  Revisited (AGM season 2022)

EXECUTIVE SUMMARY Long-term investor engagement and sustainable corporate governance hampered by antiquated, fragmented and costly processes in the hands of financial intermediaries Despite the great importance the EU attaches to ...
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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Securities Markets & Trading, Shareholder Rights & Corporate Governance

Shifting the Trillions | Why will private investors play a key role?

Research presentation by 2° Investing Initiative (2DII
  • Shifting the Trillions: the transition needs to be massive and transformative
  • Still, the funding gaps can be put in perspective with household savings
    • ...
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/ Research papers, Sustainabe Finance

Long-term and Pension Savings – The Real Return – 2022 Edition – Summary Booklet

BETTER FINANCE published the 10th edition of its “Real Return of Long-Term and Pension Savings report | 2022 Edition”. Download the full report in English for free here. A Summary ...
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/ Research papers, Life Insurance & Pensions, Pensions Report - The Real Return

The Real Return 2022 – Country by Country

/ Research papers, Life Insurance & Pensions, Pensions Report - The Real Return

Guide on Pension Awareness

Every year, BETTER FINANCE compiles the returns of private long-term and pension savings, so we can have an overview of how these products perform, compare them, and know their performances ...
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/ Research papers, Financial Education, Life Insurance & Pensions, Packaged Investment Products, Sustainabe Finance

The Real Return Long-Term Pension Savings Report | 2022 Edition

BETTER FINANCE published the 10th edition of its “Real Return of Long-Term and Pension Savings report | 2022 Edition”. Download the report in English for free here (or see below) ...
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/ Research papers, Financial Education, Life Insurance & Pensions, Pensions Report - The Real Return, Sustainabe Finance