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Neumeier Poma Investment Counsel, LLC

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules


SG 16. ESG issues for internally managed assets not reported in framework





There will be times when we decide to hold cash instead of making an equity investment.  This is part of our criteria and strategy for finding investments.  Depending on the economy and current economic situation at the time, we may determine that holding cash is better than making and investment in an organization that is overvalued and lacking a catalyst for future growth.  We review our performance daily and make adjustments as needed. 

16.2. 補足情報 [任意]

SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)