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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 calls for structural reform to deliver a truly investor-centric retail journey

Following the European Securities and Markets Authority’s (ESMA) initiative to map the “retail investor journey”, BETTER FINANCE welcomes this timely step towards putting citizens at the heart of capital markets ...
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/ Press Releases, Capital Markets (equity & bonds), Capital Markets Union (CMU), Digital Finance, Life Insurance & Pensions, Packaged Investment Products, Product governance & disclosures, Retail Investment Strategy, Savings and Investment Union

BETTER FINANCE Response to ESMA Consultation on the Retail Investor Journey

BETTER FINANCE welcomes ESMA’s initiative to map the “retail investor journey” as a step toward an investor-centric approach. Our response highlights that low retail participation is less about investor “reluctance” ...
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/ Consultations, Capital Markets (equity & bonds), Capital Markets Union (CMU), Digital Finance, Life Insurance & Pensions, Packaged Investment Products, Retail Investment Strategy, Savings and Investment Union

Enhancing Financial Health and Wealth in the EU: A Comprehensive Approach to Boosting Retail Investor Participation in Capital Markets

Research Report - BETTER FINANCE's report, "Enhancing Financial Health and Wealth in the EU," explores strategies to boost retail investor participation in the European Union’s capital markets, which remains limited ...
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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Financial Education, FinTech, Life Insurance & Pensions, Packaged Investment Products, Retail Investment Strategy

BETTER FINANCE Welcomes Key Aspects of Commissioner-Designate Albuquerque’s Vision but Urges Stronger Focus on Retail Investor Protections

Brussles, 8 November 2024 - Press Release BETTER FINANCE, the European Federation of Investors and Financial Services Users, welcomes the appointment of Ms Albuquerque as Commissioner-Designate for Financial Services following ...
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/ Press Releases, Banking, Capital Markets (equity & bonds), Financial Education, Life Insurance & Pensions, Packaged Investment Products, Product governance & disclosures, Retail Investment Strategy, Sustainabe Finance

BETTER FINANCE Welcomes EU Financial Services Commissioner-designate’s Focus on Savings and Investment Union

On 17 September, Ursula von der Leyen, President of the European Commission, unveiled the new proposed College of Commissioners, nominating Maria Luís Albuquerque as the new EU Commissioner for Financial ...
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/ Press Releases, Capital Markets (equity & bonds), Capital Markets Union (CMU), Packaged Investment Products, Retail Investment Strategy, Sustainabe Finance

BETTER FINANCE’s response to ESMA’s Consultation on the review of the UCITS Eligible Assets Directive

Executive Summary BETTER FINANCE, the European Federation of Investors and Financial Services Users, welcomes the work undertaken by the European Securities and Markets Authority (ESMA) towards reviewing the UCITS Eligible ...
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/ Consultations, Capital Markets (equity & bonds), Capital Markets Union (CMU), Packaged Investment Products

BETTER FINANCE Urges Industry Innovation: Prache and McGuinness Find EU Financial Industry Proposals Disappointing and Call to Prioritise Consumer Outcomes at EU Retail Investment Roundtable

Guillaume Prache, Founder and Senior Advisor at BETTER FINANCE, brought his expertise to the forefront today as he addressed representatives of the financial industry at a roundtable on retail investment ...
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/ Press Releases, Capital Markets (equity & bonds), Capital Markets Union (CMU), Financial Education, Life Insurance & Pensions, Packaged Investment Products, Product governance & disclosures, Securities Markets & Trading, Sustainabe Finance

BETTER FINANCE supports the FSUG statement on Value for Money in Retail Investments

BETTER FINANCE endorses the FSUG's call for improved 'Value for Money' in retail investments. The focus is on enhancing the effectiveness of packaged retail and insurance-based investment products (PRIIPs) to ...
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/ Position Papers, Life Insurance & Pensions, Packaged Investment Products, Sustainabe Finance

Individual Investors’ National Key Priorities 2024 – 2029

Let’s harness the Capital Markets Union’s (CMU) potential to benefit our citizens as financial consumers, retail investors and pension savers, as well as our planet, economy, and future generations. This ...
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/ Position Papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Financial Reporting & Audit, Life Insurance & Pensions, Packaged Investment Products, Supervision & Redress, Sustainabe Finance

Individual Investors’ Key Priorities for 2024-2029 | Sustainable Savings & Investments Union: Reconciling Individuals, Enterprises & Planet

⬇️ Read or download BETTER FINANCE's Individual Investors’ Key Priorities for 2024-2029 below. ⬇️ Let’s harness the Savings and Investments Union’s (SIU) potential to benefit our citizens as financial consumers, ...
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/ Position Papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Financial Education, Financial Reporting & Audit, FinTech, Life Insurance & Pensions, Other, Packaged Investment Products, Product governance & disclosures, Securities Markets & Trading, Shareholder Rights & Corporate Governance, Supervision & Redress, Sustainabe Finance

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

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