Capital International Management Company

CIMC

Capital International Management Company Limited Sàrl (CIMC) is a Luxembourg UCITS management company.

Lobbying Activity

Meeting with Markus Ferber (Member of the European Parliament, Rapporteur)

27 Jan 2026 · Market Integration and Supervision package

Meeting with Cristina Dias (Cabinet of Commissioner Maria Luís Albuquerque), Larisa Dragomir (Cabinet of Commissioner Maria Luís Albuquerque)

9 Dec 2025 · Savings and Investments Union plan with the perspective of advancing long-term savings and investment solutions for European retail investors and enhancing cross-border fund distribution.

Meeting with John Berrigan (Director-General Financial Stability, Financial Services and Capital Markets Union) and Tweeddale Advisors Ltd

17 Nov 2025 · Update of policy and macro-economic situation

Meeting with Eero Heinäluoma (Member of the European Parliament, Shadow rapporteur)

7 Nov 2025 · Securitisation

Response to Recommendation on savings and investment accounts

3 Jul 2025

Capital Group welcomes the opportunity to respond to the European Commissions (hereafter EC) call for evidence, published on 10 June 2025, for the Initiative on Recommendation on Savings and Investment Accounts (hereafter SIAs). We consider ECs priority in seeking ways to promote long-term investment and saving solutions is timely and can be a turning point in helping European citizens meet their long-term financial objectives. SIAs can become an important enabler for EU retail investors allowing them to effectively allocate more of their capital towards the realisation of their long-term investment goals and select those investment products and strategies appropriate for their needs. We also see the clear link between enabling capital to better work for citizens and addressing existing investment gaps in Europe. While the need for primary action to the direction of establishing and further enabling the use of SIAs remains at national level, it is important for the EC to make recommendations on the main features of SIAs, as these can help towards converging market and regulatory practices within the EU single market and increasing SIAs take-up, usability and added value for a larger number of investors across the EU. In this context, existing best practices across different Member States need to be leveraged. We would encourage the EC to include the following minimum characteristics in its recommendations and guidance regarding the SIAs - which we also outline below in more detail: 1. Ensure a. eligibility for financial instruments that are fit for long-term investments and b. exposure to a diverse range of asset classes. 2. Support a global investment universe across geographies and sectors and refrain from restrictive asset allocation requirements; thus, maintain the primary focus on investors best interests and building their trust in the benefits of these accounts, both critical element for SIAs success. 3. Design impactful tax-wrappers related to SIAs, both in terms of appropriate tax incentives, and simplified tax reporting process. 4. Ensure that tax incentives are also linked to rewarding capital invested with a medium/long-term horizon.
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Meeting with Sirpa Pietikäinen (Member of the European Parliament)

24 Jun 2025 · Sustainable finance

Response to Revision of EU rules on sustainable finance disclosure

26 May 2025

Capital Group welcomes the opportunity to respond to the European Commissions call for evidence, published on 2 May, to inform the impact assessment for the revision of the Sustainable Finance Disclosure Regulation (hereafter SFDR). CG submitted its response to the targeted consultation on SFDR implementation, in December 2023. In this we outlined the need to focus on investor centric disclosures to accommodate investors needs and preferences and ensure the regulatory framework supports them to understand the underlying strategy. Since then, we have closely monitored market developments around sustainability disclosures and the SFDR product categories. We have also engaged directly with our global institutional and wholesale investors to better understand their needs and preferences . It remains important to ensure stability for investors to continue in their investment journey. For this to happen, the EC needs to acknowledge the established market practices that SFDR has enabled in a remarkably short period of time, and carefully identify those areas where modifications are needed. We urge caution against extensive reforms that can lead to overly or unnecessary distortions or introducing new concepts that could create confusion. The primary goal of any change should be accommodating to evolving investors needs and allowing for targeted improvements and legal clarity, where needed. In addition, the current momentum in Europe on burden reduction and simplification should be fully embedded in the SFDR review to deliver the simplicity and flexibility that investors and projects need to channel finance successfully. We believe that most of our detailed response to the EC consultation in 2023 remains valid. In this response we focus on the following high-level considerations we believe should be part of the SFDR review, which we also outline in more detail in our attached submission: Product disclosure requirements that can ensure a comprehensive understanding of the underlying strategy Addressing data challenges via applying the criterion of investor-relevant information Strike the right balance between legal clarity and the need for flexibility and adaptability Ensure appropriate diversification for investment strategies Need for efficient transition between existing and new framework and proper testing of any new, voluntary product labels Rationalise and render fit-for purpose the entity-level disclosures
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Meeting with Cristina Dias (Cabinet of Commissioner Maria Luís Albuquerque), Elena Arveras (Cabinet of Commissioner Maria Luís Albuquerque), Philippe Thill (Cabinet of Commissioner Maria Luís Albuquerque)

12 Mar 2025 · Exchange with Capital International Management Company on simplification and on the SIU

Meeting with Florian Denis (Cabinet of Commissioner Mairead Mcguinness)

21 Feb 2024 · CMU, asset management, sustainable finance, investments

Meeting with John Berrigan (Director-General Financial Stability, Financial Services and Capital Markets Union) and Fleishman-Hillard and

29 Nov 2023 · CMU, development of non-bank finance

Meeting with Andrea Beltramello (Cabinet of Executive Vice-President Valdis Dombrovskis)

22 Feb 2023 · Retail Investment Strategy

Meeting with Andrea Beltramello (Cabinet of Executive Vice-President Valdis Dombrovskis) and Fleishman-Hillard and

26 Oct 2022 · Retail Strategy & Sustainable Investment

Meeting with Florian Denis (Cabinet of Commissioner Mairead Mcguinness), Katherine Power (Cabinet of Commissioner Mairead Mcguinness), Patricia Reilly (Cabinet of Commissioner Mairead Mcguinness) and

26 Oct 2022 · EMEA Asset Management CEOs to discuss retail investor engagement as well as ESG/sustainable finance. Cab EVP Dombrovsksi also participated Andrea Beltramello.

Meeting with Filomena Chirico (Cabinet of Commissioner Thierry Breton)

20 Jul 2022 · Contribution to network investment

Meeting with Miguel Ceballos Baron (Cabinet of Vice-President Cecilia Malmström)

13 May 2019 · China’s Economy

Meeting with Lee Foulger (Cabinet of Vice-President Valdis Dombrovskis)

5 Oct 2015 · Undertakings for the collective investment in transferable securities/Markets in Financial Instruments Directive II

Meeting with Jack Schickler (Cabinet of Commissioner Jonathan Hill) and BlackRock and

24 Aug 2015 · CCP recovery and resolution