+32 25 14 37 77


image
Gateway to
Responsible Investing

Publications

publications-policy-research-better-finance
Search Our 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

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 ...
Read More
/ 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 ...
Read More
/ 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

...
Read More
/ 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 ...
Read More
/ 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 ...
Read More
/ 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 ...
Read More
/ 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 ...
Read More
/ Research papers, Capital Markets (equity & bonds), Packaged Investment Products, Securities Markets & Trading

The Real Return 2019 – Country by Country

The Real Return 2019 - Austria The Real Return 2019 - Belgium The Real Return 2019 - Bulgaria The Real Return 2019 - Denmark The Real Return 2019 - Estonia ...
Read More
/ Research papers, Life Insurance & Pensions

Pension Savings: The Real Return – 2019 Edition

Download the report in English for free here. Should you like to order a physical copy please contacts us at info@betterfinance.eu. ...
Read More
/ Research papers, Capital Markets (equity & bonds), Life Insurance & Pensions, Pensions Report - The Real Return

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

View Latest Press Releases