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Report library for members of New Financial

This page provides direct access to our complete research archive for New Financial members, governments and regulators.

If you would like to enquire about membership, please contact us at info@newfinancial.org. You can find a list of current New Financial members here.

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HM Treasury Women in Finance Charter – focus on acceleration

June 2025

Driving diversity, WIFC

How can firms accelerate annual progress beyond one percentage point?

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Reforming ISAs

June 2025

UK capital markets

Exploring the potential for reforming ISAs in the context of the government review of ISAs and its ambition to widen retail participation

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A reality check on ESG

June 2025

Sustainability & ESG

The size growth & penetration of sustainable finance activity in global markets

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Designing savings and investment accounts in the EU

May 2025

EU capital markets

Examples of investment accounts and tax wrappers in Europe and worldwide - and what the EU and member states can learn from them

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A reality check on international listings

April 2025

EU capital markets, UK capital markets

An in depth look at UK and European companies that have moved their primary listing to the US market over the past decade

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HM Treasury Women in Finance Charter – Annual Review 2024

April 2025

Driving diversity, WIFC

Our eighth Annual Review monitors the progress of signatories against their Charter commitments and holds them to account

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UK capital markets: a manifesto for growth

February 2025

UK capital markets

A short manifesto of reforms for UK capital markets to drive investment, growth, and competitiveness

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The next steps in UK pensions reform

February 2025

UK capital markets

The proposed consolidation of the local government pension scheme and defined contribution pensions

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New Financial 10th anniversary

November 2024

UK capital markets, EU capital markets, Driving diversity, WIFC, Sustainability & ESG

New Financial recently celebrated a major milestone – 10 years since we embarked on making the case for bigger and better capital markets

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The future of smaller company capital markets in the UK

October 2024

UK capital markets

The decline in smaller listed companies, why we should care about it - and what we can do to address it

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Evaluating the UK regulatory framework

October 2024

UK capital markets

A 10-year performance review of financial regulation and regulators in the context of market outcomes

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Searching for growth: the future of EU capital markets

September 2024

EU capital markets

Analysis of the size and depth of capital markets in Europe 10 years after the launch of Capital Markets Union

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Comparing the asset allocation of global pension systems

September 2024

UK capital markets

Analysis of investment in domestic equities and of home bias by pension funds in the UK and around the world

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The future of pensions and retail investment in the EU

June 2024

EU capital markets

Analysis of retirement saving and retail investing in the EU and recommendations for an integrated reform agenda

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A reality check on green finance 2.0

April 2024

Sustainability & ESG

Analysis of the size, growth & penetration of green finance in Europe

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HM Treasury Women in Finance Charter – Annual Review 2023

March 2024

Driving diversity, WIFC

Our seventh Annual Review monitors the progress of signatories against their Charter commitments and holds them to account

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A mechanical drag on UK equities

March 2024

UK capital markets

Explores the structural shift over the past few decades in the way UK pension funds invest the money they allocate to equities

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The radical option in UK pensions

February 2024

UK capital markets

The case for transitioning unfunded public sector occupational pension schemes to a funded model

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The future of EU capital markets

September 2021

EU capital markets

Analysis of the size, depth & growth potential of EU capital markets through the lens of Brexit & strategic autonomy

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Benchmarking ESG in banking & finance

October 2021

Sustainability & ESG

Analysis of the size, growth & penetration of sustainable finance activity in global markets

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Slow progress - the gender pay gap in banking & finance

December 2021

Driving diversity

Analysis of the change in the gender pay gap data & female representation in UK financial services

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A new vision for EU capital markets

February 2022

EU capital markets

Analysis of the state of play an growth potential in EU capital markets

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An introduction to financial health checks

February 2022

UK capital markets

This ‘concept paper’ outlines an ambitious initiative to help engage and empower individuals with their money

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The future of UK banking and finance

April 2022

UK capital markets

This report outlines an ambitious blueprint for the future of UK banking and finance

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Paper 1: Diversity toolkit for investors

June 2022

Driving diversity

An introduction to why more corporate diversity reporting is not yet leading to informed decisions from investors

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