Evidence from AGMs: Fixing Europe’s Fragmented Shareholder Rights Framework (2025-2026)
BETTER FINANCE and IVA surveyed retail investor representatives across 15 European jurisdictions (13 EU Member States, together with the UK and Switzerland) to examine how shareholder rights work in practice ...
When Companies Leave the Market | Strengthening Investor Protection in Europe’s Delisting Landscape
Listing and delisting are the entry and exit doors of public equity markets, yet only the former has meaningfully shaped EU policymaking. Recent reforms — most notably the 2024 Listing Act — focused on ...
Enhancing Financial Health and Wealth in the EU: A Comprehensive Approach to Boosting Retail Investor Participation in Capital Markets
Research Report - BETTER FINANCE's report, "Enhancing Financial Health and Wealth in the EU," explores strategies to boost retail investor participation in the European Union’s capital markets, which remains limited ...
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 ...
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 ...
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 ...
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 ...
Barriers to shareholder engagement | SRD II Revisited (AGM season 2022)
Securities Lending: Income Attribution & Conflicts of Interests in EU Retail Investment Funds
In 2021, the total income generated by securities lending operations globally stood at €7.8 billion, up by 21% compared to 2020. The majority of operations and lenders are outside the ...
The New Investing Environment for Retail Investors | Expectations and Challenges Ahead
BETTER FINANCE published a report in support of its response to the EC Consultation on the EU Strategy for Retail Investors, illustrating the current state of affairs, detailing how to ...
