CMU Assessment Report 2019-2022 | Building a Capital Markets Union “That Works for People”

BETTER FINANCE released its updated report on the progress of the European Capital Markets Union (CMU), and the results are discouraging. The report analyses the first five key performance indicators ...
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Withholding taxes on dividends in the European Union: An uphill battle for individual shareholders

A recent survey conducted by BETTER FINANCE and DSW among 3000 investors across the EU found that withholding tax (WHT) refund procedures are cumbersome and costly, making it difficult or ...
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Robo-advice 2022 Report | Breaking Barriers of Traditional Advice

BETTER FINANCE continued its research series into Robo-advice with this seventh annual edition (2022), mapping a sample of platforms that provide online Robo-advisory investing services, by analysing their (automated) advice ...
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Barriers to shareholder engagement | SRD II  Revisited (AGM season 2022)

EXECUTIVE SUMMARY Long-term investor engagement and sustainable corporate governance hampered by antiquated, fragmented and costly processes in the hands of financial intermediaries Despite the great importance the EU attaches to ...
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Shifting the Trillions | Why will private investors play a key role?

Research presentation by 2° Investing Initiative (2DII
  • Shifting the Trillions: the transition needs to be massive and transformative
  • Still, the funding gaps can be put in perspective with household savings
  • ...
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/ Research papers, Sustainabe Finance

Long-term and Pension Savings – The Real Return – 2022 Edition – Summary Booklet

BETTER FINANCE published the 10th edition of its “Real Return of Long-Term and Pension Savings report | 2022 Edition”. Download the full report in English for free here. A Summary ...
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The Real Return 2022 – Country by Country

Guide on Pension Awareness

Every year, BETTER FINANCE compiles the returns of private long-term and pension savings, so we can have an overview of how these products perform, compare them, and know their performances ...
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The Real Return Long-Term Pension Savings Report | 2022 Edition

BETTER FINANCE published the 10th edition of its “Real Return of Long-Term and Pension Savings report | 2022 Edition”. Download the report in English for free here (or see below) ...
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Solvency Reports (SFCR) 2021 under examination: the Body Mass Index of the life-insurance industry | 2022 Edition

This report is a collaboration between analysts, actuaries, and researchers from consumer protection organisations. The purpose is to analyse and evaluate the fitness of a selection of life insurance companies’ ...
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