A Quantitative Risk-Based Approach to the Transparency on Non-Equity Investment Products
by the Quantitative Analysis Unit of CONSOB
April 30, 2009
This paper belongs to the “Quaderni di Finanza” series by Consob, the Italian regulator of financial markets. It offers a self-consistent quantitative approach to represent, through synthetic indicators, the risk-return profile of non-equity financial products.
Disclosure Duties Relating to Complex Financial
Products and Marketing of Transactions and Insurance
Linked to Investment Funds
CMVM Regulation No. 2/2012
October 25, 2012
This Regulation by the CMVM, the Portuguese regulator of financial markets, introduces probabilistic risk indicators as a transparency tool for some structured financial products.
Towards suitable investment decisions? Improving information disclosure for retail investors
Finance Watch
November 2012
Finace Watch is an independent, non-profit public interest association dedicated to making finance work for society. They published this position paper in response to the European Commission proposal on “Key Information Documents for Investment Products”.
Movement for risk transparency 