STUDY ON THE CORRELATION BETWEEN COST AND PERFORMANCES IN EU EQUITY RETAIL FUNDS

This research paper is part of BETTER FINANCE’s annual #FundResearch project, an umbrella research activity aimed at providing qualitative and quantitative assessments of the EU market for retail investment funds, ...
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Efficient Portfolio Management Techniques: Attribution of profits derived from Securities Lending by UCITS Exchange-Traded Funds

This research paper is part of BETTER FINANCE’s #FundResearch project, an umbrella research activity aimed at providing qualitative and quantitative assessments of the EU market for “retail” investment funds, focusing ...
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The Real Return 2018 – Country by Country

Pension Savings: The Real Return – 2018 Edition

BETTER FINANCE published the 2018 Edition of "Pension Savings: The Real Return". Download the report in English for free here. Should you like to order a physical copy please contact ...
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The Dispersion of Risk Mitigation Techniques in Life Cycle Pensions

The main purpose of the Research is to analyse whether the characteristics of the life cycle de-risking strategies are homogenous enough insofar that the default investment option will not need ...
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ROBO-ADVICE: EUROPEAN INDIVIDUAL INVESTORS TAKE A LOOK UNDER THE HOOD

For the third year in a row BETTER FINANCE took a closer look at the emerging Robo Advisory business from the perspective of individual investors and savers. Considering that new ...
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/ Research papers, FinTech

AT LEAST 619 UCITS EQUITY FUNDS FOUND IN BREACH OF KEY EU DISCLOSURE RULES AS POOR ENFORCEMENT PROSPERS IN SEVERAL KEY COUNTRIES

Renewed research by BETTER FINANCE finds that at least 30% of the main actively managed UCITS equity funds (those with a ‘fund benchmark’) still do not comply with key disclosure ...
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Pension Savings: The Real Return – 2017 Edition

BETTER FINANCE published the 2017 Edition of "Pension Savings: The Real Return". Download the report in English for free here. Should you like to order a physical copy please contacts ...
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Robo-Investing: Cyborgs vs Robots – Competing to Attract European Citizens’ Money

BETTER FINANCE supports initiatives and policies that will restore equities to their rightful place, whilst simultaneously help reduce the costs charged by intermediaries who stand between the investor and the ...
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/ Research papers, FinTech

Misselling of Financial Products in the EU – Briefing Paper 2017

This paper tries to assess the regulatory and, more importantly, the supervisory (public enforcement) developments regarding the actual protection of savers, individual investors and mortgage borrowers since the 2008 financial ...
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