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Publications

Our Research & Policy Aim

As a public interest organisation, BETTER FINANCE is committed to advancing the interests of individual investors and users of financial services throughout the European Union.

Our Goal

Our goal is to promote transparency, long-term value, and consumer protection in financial markets, ensuring that retail investors have a strong voice in policy discussions.

Our Approach

Working collaboratively with our member organisations, BETTER FINANCE undertakes rigorous analysis and research, engages in stakeholder consultations, and solicits expert contributions, resulting in well-informed, data-driven policy recommendations.

This approach ensures that EU financial regulations align with the interests of European citizens.

Explore Our Full Library of Publications

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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/ Research papers, Capital Markets (equity & bonds), Financial Education, FinTech, Sustainabe Finance

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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/ Research papers, Banking, Capital Markets (equity & bonds), Life Insurance & Pensions, Packaged Investment Products

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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/ Research papers, Financial Reporting & Audit, Life Insurance & Pensions, Packaged Investment Products

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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/ Research papers, Capital Markets (equity & bonds), Packaged Investment Products, Supervision & Redress

The Real Return 2021 – Country by Country

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

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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/ Research papers, Capital Markets (equity & bonds), Life Insurance & Pensions, Pensions Report - The Real Return, Supervision & Redress

The body-mass-index of the life-insurance industry – A close look at the SFCRs

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/ Research papers, Life Insurance & Pensions

Review results of European life insurers’ Solvency and Financial Condition Reports (SFCR) 2020

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/ Research papers, Life Insurance & Pensions

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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/ Research papers, Life Insurance & Pensions

Solvency Reports: SFCR 2020 – European Analysis

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/ Research papers, Life Insurance & Pensions

For timely updates on our advocacy and regulatory positions, consult our press releases

View Latest Press Releases