Barriers to Shareholder Engagement 2.0 | SRD II Implementation Study (2021)

The general meeting is the cornerstone of shareholder democracy. It is not only where voting on major company decisions takes place, but also the only place where private shareholders can ...
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Are Robo-advisors sufficiently intelligent to provide suitable advice to individual investors?

BETTER FINANCE continued its research series into Robo advice with this sixth annual edition, mapping start-up platforms that provide Robo-advisory and investing services, and analysing their user-friendliness, transparency, costs, portfolio ...
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Evidence Paper on Banning Inducements

BETTER FINANCE presents its Evidence Paper on Banning Inducements in retail investment services. BETTER FINANCE screened available evidence (literature, surveys, experiments, and data) on the effects of allowing vs banning ...
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Solvency Reports (SFCR) 2020 under examination Disruption of European Insurers in times of Financial Repression

In June 2021, the German Association of Insured (BdV), together with the analyst Carsten Zielke and the European consumer organisation BETTER FINANCE, presented the results of their analysis of the ...
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MiFID2 and PRIIPs Implementation Study: Are the new rules serving their purpose?

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 ...
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The Real Return 2021 – Country by Country

Real Return of Long-Term and Pension Savings report | 2021 Edition

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 ...
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Methodology Paper: Solvency and Financial Condition Reports (SFCR) – The body-mass-index of the life insurance industry

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 ...
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