Shareholder Rights Directive
The Shareholder Rights Directive (“SRD II”) aims to promote effective stewardship and long-term investment decision making, in respect of shares traded on EEA regulated markets and comparable regulated markets outside the EEA.
The rules require asset managers who invest in shares traded on a regulated market to:
- Publish their Shareholder Engagement Policy;
- Make annual public disclosures relating to the implementation of their Shareholder Engagement Policy; and
- Make disclosures to asset owners, including how their investment strategies contribute to the medium to long term performance of their assets.
CapVest Partners LLP and CapVest Irish Partners Limited do not manage investments in shares which are traded on a regulated market, and so the SRD II rules do not apply. Therefore, we do not currently have a Shareholder Engagement Policy, nor are we required to make the disclosures outlined above. Should the CapVest business model change such that the Firm would be in scope of the Directive, we will update this page to note the steps taken by the Firm to comply.