STUDY ON THE CORRELATION BETWEEN COST AND PERFORMANCES IN EU EQUITY RETAIL FUNDS

This research paper is part of BETTER FINANCE’s annual #FundResearch project, an umbrella research activity aimed at providing qualitative and quantitative assessments of the EU market for retail investment funds, ...
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BETTER FINANCE response to the ESMA Public Consultation on integrating sustainability risks and factors in the UCITS Directive and AIFMD

The European Commission (EC) engaged in a project of overhauling the EU financial framework in line with the actions identified in the “Action Plan: Financing a Sustainable Growth”. The project ...
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Final EU Compromise on European Personal Pensions: good news for EU Pension Savers, but beware the imbedded “Capital Guarantee” Scam

With a global pension gap forecasted to mushroom to $400 trillion by 2050 and income replacement rates decreasing, EU citizens are increasingly asked to rely on personal pension products to ...
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ESAs Advice on PRIIPs is Well-Intentioned, but Misses on Key Issues

12 February 2019 – BETTER FINANCE welcomes the final report of the European Supervisory Authorities’ Joint Committee (ESAs JC) to the European Commission (EC) on targeted amendments to the PRIIPs ...
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European Authorities remain mostly blind when it comes to the Past Performance and Costs of Long-term Savings Products, despite first reports ever released

Long-term retail savings are the only EU consumer products for which consumers and Public Supervisors not only don’t have a clue as to their future performance, but they don’t even ...
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BETTER FINANCE Assessment of the Reports on Costs and Past Performance of EU Retail Financial Products

BETTER FINANCE Assessment of the Reports on Costs and Past Performance of EU Retail Financial Products

A BETTER FINANCE Research analysis of the reports prepared by the European Supervisory Authorities (ESAs) on the costs and past performances of financial investment and savings products distributed to retail ...
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