A Look Under the Hood 2.0.: Robo-Advice Holds Great Promise but Disappoints on Suitability

For years now BETTER FINANCE has been calling for Capital Markets to be returned to their natural participants: European households and EU Citizens as individual long-term savers and investors. Robo-advice ...
Read More

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

BETTER FINANCE response to the survey on collection of evidence on undue short-term pressure from the financial sector on corporations

The European Securities and Markets Authority (ESMA) has published a questionnaire which aims to gather evidence on potential short-term pressures on corporations stemming from the financial sector. On December 2019, the findings ...
Read More

THE MORE YOU PAY, THE LESS YOU ARE LIKELY TO GET

New research by BETTER FINANCE on the Correlation between Costs and Performance of EU Retail Equity Funds without a doubt establishes a negative correlation between returns and fees Brussels, 20 ...
Read More

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, ...
Read More

Fund Managers frequently pocket large portions of the Revenues of Securities lending

Securities lending is the practice of lending a stock, bond or other financial instrument in exchange for interest. Typically, the borrower pays a fee to the lender for the shares ...
Read More

Efficient Portfolio Management Techniques: Attribution of profits derived from Securities Lending by UCITS Exchange-Traded Funds

This research paper is part of BETTER FINANCE’s #FundResearch project, an umbrella research activity aimed at providing qualitative and quantitative assessments of the EU market for “retail” investment funds, focusing ...
Read More