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Research Reports

CFA Institute & BETTER FINANCE Report on The Review of The Listing Rules in The EU

The report by CFA Institute and BETTER FINANCE critically reviews the EU’s listing rules, targeting reforms to improve public market accessibility for small and medium-sized enterprises (SMEs). It aims to ...
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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU)

Neobrokers’ Inception Paper

Neobrokers' Inception Paper | Summary This paper delves into the business models of neobrokers and their implications for retail investors, highlighting the transformative role these digital platforms play in the ...
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/ Research papers

Will you afford to retire? | The Real Return of Long-term and Pension Savings | 2023 Edition

For long‐term and pension savers, the year 2022 was undoubtedly a calamitous one. Poor capital market performance and sky‐rocketing inflation across all European Union (EU) Member States resulted in disastrous ...
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/ Research papers, Life Insurance & Pensions, Pensions Report - The Real Return

Will you afford to retire? | The Real Return of Long-term and Pension Savings | 2023 Edition – Country-by-country

  • The Real Return of Long-term and Pension Savings 2023 - Austria
  • The Real Return of Long-term and Pension Savings 2023 - Belgium
  • The Real Return of Long-term and Pension ...
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/ Research papers, Pensions Report - The Real Return

Will you afford to retire? | The Real Return of Long-term and Pension Savings | 2023 Edition – Executive Summary

For long‐term and pension savers, the year 2022 was undoubtedly a calamitous one. Poor capital market performance and sky‐rocketing inflation across all European Union (EU) Member States resulted in disastrous ...
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/ Research papers, Pensions Report - The Real Return

Transition investing: key challenges and opportunities

Transition investing refers to capital needed to improve economic activities, that are not environmentally friendly at present. Such capital supports the development of innovation and infrastructure, enabling current activities to ...
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/ Research papers, Product governance & disclosures, Sustainabe Finance

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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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU)

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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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Other, Securities Markets & Trading, Shareholder Rights & Corporate Governance, Supervision & Redress

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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/ Research papers, Capital Markets (equity & bonds), Financial Education, FinTech, Sustainabe Finance

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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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Securities Markets & Trading, Shareholder Rights & Corporate Governance