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Harmony Analytics

The Power of Collaborative Engagement: Capital Owners and Asset Managers

In the dynamic world of investing, communication and alignment between capital owners and asset managers is crucial. As a capital owner, your investment preferences should be clearly understood and effectively managed by your asset managers to ensure optimal performance and alignment with your values and objectives.

Harmony is here to facilitate this dialogue. Our approach emphasizes the importance of collaborative engagement, connecting all stakeholders in the investment process and fostering a culture of open communication, accountability, and efficiency.

With Harmony, capital owners gain a powerful tool for expressing their investment preferences and risk tolerance. This is not a one-way street, however. The platform also serves as a channel for asset managers to receive, understand, and action these preferences, ensuring that the strategies implemented reflect the interests of capital owners.

By using Harmony, capital owners can seamlessly engage with asset managers, translate their preferences into actionable strategies, and review the progress of their investments against their defined objectives. This, in turn, fosters a healthy, collaborative relationship between capital owners and asset managers.

In a world where information is power, we give you the ability to engage, communicate, and make informed decisions. Let’s utilize this power to shape our investments and build a more prosperous future.

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European Union

European Union

2019 – Regulation (EU) 2019/2088 (Sustainability)
2021 – Regulation (EU) 2021/1119 (European Climate Law)
2021 – Regulation (EU) 2019/2088 SFDR
2022 – Regulation (EU) 2020/852 (EU Taxonomy)
2024 – Corporate Sustainability Reporting Directive (CSRD)
2024 – European Green Deal
2024 – Corporate Sustainability Due Diligence Directive (CSDDD)

2020 – Guide on climate-related and environmental risks (Voluntary)

2019 – ESMA Guidelines on Disclosure Requirements Applicable to Credit Ratings (Voluntary)

United States of America

Securities and Exchange Commission (SEC)

2022 – The Enhancement and Standardization of Climate-Related Disclosures for Investors

2022 – Public Company Cybersecurity
2022 – Pay versus Performance
2024 – US SEC Climate Guidance

2012 – The California Transparency in Supply Chains Act

2018 – SB 826 Corporate Board and Gender Diversity (Voluntary)
2023 – SB 253 and SB 261: California Climate Disclosure Rules

2021 – NASDAQ’S BOARD DIVERSITY RULE

2024 – New York’s SB S897C and SB 5437-  climate-related financial disclosure (proposed)

2024 -Washington’s SB 6092 Environment, Energy & Technology disclosure (proposed)

2024 – Illinois’ HB 4268 (proposed)

2024 – Minnesota’s SF 2744 (proposed)

1972 – Clean Water Act

1966 – Civil Rights Act of 1964 (EEO 1 Component 1 report)