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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 Recommendations for Omnibus I (CSRD) Revisions

BETTER FINANCE has published its recommendations for improving the European Commission’s "Omnibus I" reforms on sustainability reporting. While supporting efforts to simplify rules for companies, BETTER FINANCE stresses that reforms ...
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/ Position Papers, Sustainabe Finance

Principles for Transition Investing

A Guide for Effective Engagement and Voting Practices for Transition-Linked Equity Investment in Listed Companies The set of Principles developed by BETTER FINANCE and its Working Group Members, aims at ...
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/ Position Papers, Sustainabe Finance

Improving Retail Investment in the EU

Key points by civil society on the RIS trilogues from the individual investors' perspective. The Retail Investment Strategy was launched in May 2023, due to the realisation that consumers (i.e ...
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/ Position Papers, Capital Markets Union (CMU), Product governance & disclosures, Retail Investment Strategy

SIU: Improve EU Economy Funding and Address the Pension Gap

Key Actions for Advancing the Savings & Investments Union – Presentation to ESMA's Securities and Markets Stakeholder Group Advisory Group This presentation, delivered during the ESMA Securities and Markets Stakeholder ...
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/ Position Papers, Savings and Investment Union, Securities Markets & Trading

Joint response to the proposal of the Platform on Sustainable Finance on categorisation of products under the SFDR

The European Commission is expected to publish a proposal for the review of the SFDR in Q4 2025. This position paper provides an overview of BETTER FINANCE, BEUC, and Finance ...
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/ Position Papers, Product governance & disclosures, Sustainabe Finance

The Future Pan-European Pension Product: Realising PEPP’s Potential for Pension Adequacy

Something new on the personal pensions front? 2024 might enter history books as the year in which the European Union (EU) finally decided to offer its citizens a competitive personal ...
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/ Position Papers, PEPP

Invest for Better Climate EU: Assessing Retail Investor Sustainability Knowledge and Preferences EU

Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It ...
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/ Position Papers, Invest for Better Climate, Sustainabe Finance

Invest for Better Climate EU: Assessing Retail Investor Sustainability Knowledge and Preferences in Spain

Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It ...
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/ Position Papers, Invest for Better Climate, Sustainabe Finance

Invest for Better Climate EU: Assessing Retail Investor Sustainability Knowledge and Preferences in Poland

Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It ...
Read More
/ Position Papers, Invest for Better Climate, Sustainabe Finance

Invest for Better Climate EU: Assessing Retail Investor Sustainability Knowledge and Preferences in Germany

Invest for Better Climate is an educational and advocacy campaign, aimed at giving individual retail investors a better understanding of the impact on climate they have through their investments. It ...
Read More
/ Position Papers, Invest for Better Climate, Sustainabe Finance

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

View Latest Press Releases