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Publications

Consumer Access to EU Equity Trade Data

Access to equity market data is essential for “retail” investors to make informed investment decisions. However, new research by BETTER FINANCE found that online equity market data published by the ...
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/ Research papers, Capital Markets (equity & bonds), Securities Markets & Trading, Shareholder Rights & Corporate Governance

ROBO-ADVICE 5.0: CAN CONSUMERS TRUST ROBOTS?

Robo-advisors are online platforms that use artificial intelligence or algorithms to process information on clients’ investment preferences, risk tolerance and loss-absorption capacity, to determine an investor profile and make a ...
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/ Research papers, Capital Markets (equity & bonds), FinTech, Securities Markets & Trading, Sustainabe Finance

BETTER FINANCE ELTIF Research & Policy Report

This study is part of the BETTER FINANCE #FundResearch project, a research activity aimed at providing qualitative and quantitative assessments of the EU market for “retail” investment funds, focusing on ...
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/ Research papers, Capital Markets (equity & bonds), Packaged Investment Products

The Future of General Shareholder Meetings: a BETTER FINANCE – DSW Study on the 2020 Virtual Shareholder Meetings in the EU

The annual general meeting of shareholders (AGM) is the cornerstone for sound corporate governance. It is through the shareholders' vote at the AGM that board members' actions get legitimacy and ...
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/ Research papers, Shareholder Rights & Corporate Governance

The Real Return 2020 – Country by Country

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

Booklet: Pension Savings: The Real Return – 2020 Edition

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

Pension Savings: The Real Return – 2020 Edition

BETTER FINANCE published the eighth edition of its “The Real Return – Long-term and Pension Savings – 2020 Edition”. Download the report in English for free here. Should you like ...
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/ Research papers, Life Insurance & Pensions, Packaged Investment Products, Pensions Report - The Real Return

ROBO ADVICE: A LOOK UNDER THE HOOD 2.0.

For the fourth year in a row BETTER FINANCE took a closer look at the emerging robo-advisory business from the perspective of individual investors and savers. This year 16 platforms ...
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/ Research papers, Capital Markets (equity & bonds), FinTech, Securities Markets & Trading, Sustainabe Finance

BETTER FINANCE & CFA Institute Report on SUSTAINABLE VALUE FOR MONEY

Besides addressing crucial environmental and social issues, the concept of sustainable finance should translate into investment products that are exemplary in complying with EU investor protection, governance and conduct of ...
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/ Research papers, Capital Markets (equity & bonds), Life Insurance & Pensions, Shareholder Rights & Corporate Governance, Supervision & Redress, Sustainabe Finance

CMU Assessment Report 2015-2019

This Briefing Paper aims to provide a targeted assessment of the progress achieved by the European Union (EU) in establishing a Capital Markets Union after four years of implementation, and ...
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/ Research papers, Capital Markets (equity & bonds), Packaged Investment Products, Securities Markets & Trading