Barriers to Shareholder Engagement 2.0 | SRD II Implementation Study

The general meeting is the cornerstone of shareholder democracy. It is not only where voting on major company decisions takes place, but also the only place where private shareholders can ...
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Are Robo-advisors sufficiently intelligent to provide suitable advice to individual investors?

BETTER FINANCE continued its research series into Robo advice with this sixth annual edition, mapping start-up platforms that provide Robo-advisory and investing services, and analysing their user-friendliness, transparency, costs, portfolio ...
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Solvency Reports (SFCR) 2020 under examination Disruption of European Insurers in times of Financial Repression

In June 2021, the German Association of Insured (BdV), together with the analyst Carsten Zielke and the European consumer organisation BETTER FINANCE, presented the results of their analysis of the ...
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The Real Return 2021 – Country by Country

Real Return of Long-Term and Pension Savings report | 2021 Edition

BETTER FINANCE published the ninth edition of its “Real Return of Long-Term and Pension Savings report | 2021 Edition”. Download the report in English for free here. Should you like ...
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Methodology Paper: Solvency and Financial Condition Reports (SFCR) – The body-mass-index of the life insurance industry

In the study about the Solvency and Financial Condition Reports (SFCRs) - that have to be disclosed under the Solvency II Directive (Art. 51) – we take a closer look ...
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Consumer Access to EU Equity Trade Data

Access to equity market data is essential for “retail” investors to make informed investment decisions. However, new research by BETTER FINANCE found that online equity market data published by the ...
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ROBO-ADVICE 5.0: CAN CONSUMERS TRUST ROBOTS?

Robo-advisors are online platforms that use artificial intelligence or algorithms to process information on clients’ investment preferences, risk tolerance and loss-absorption capacity, to determine an investor profile and make a ...
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BETTER FINANCE ELTIF Research & Policy Report

This study is part of the BETTER FINANCE #FundResearch project, a research activity aimed at providing qualitative and quantitative assessments of the EU market for “retail” investment funds, focusing on ...
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The Future of General Shareholder Meetings: a BETTER FINANCE – DSW Study on the 2020 Virtual Shareholder Meetings in the EU

The annual general meeting of shareholders (AGM) is the cornerstone for sound corporate governance. It is through the shareholders' vote at the AGM that board members' actions get legitimacy and ...
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