Shareholder Rights Directive

Scope

The Shareholder Rights Directive 2017/828 (SRD II) amending Directive 2007/36 (SRD I) (“the Directive”) was transposed into Irish law by the European Union (Shareholders’ Rights) Regulations 2020 (S.I. No. 81 of 2020). SRD II aims to tackle a perceived lack of shareholder engagement in the market by requiring asset managers and institutional investors to put in place a shareholder engagement policy and to increase the transparency of their investment strategies. Setanta, is an active asset manager who engages with companies in which they invest.

Q2 2021 Voting Highlights

Data as at 30th June 2021

Literature
Detailed Voting Report – Q2 2021 Download
SRDII Annual Client Disclosure 2020-2021 Download
Detailed Voting Report – Q1 2021 Download
Detailed Voting Report – Q4 2020 Download
Detailed Voting Report – Q3 2020 Download
Detailed Voting Report – Q2 2020 Download
Engagement Policy Download