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Neumeier Poma Investment Counsel, LLC

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe We analyze the potential effects of environmental risks on all our holdings (before purchasing and ongoing). Special attention is paid to the risks to a firm's operations, reputation and valuation with respect to climate risks. We emphasize "worst case" scenarios to attempt to determine future risks to our holdings.
Describe Modeling for adverse weather conditions can include adjustments for added capital investments needed and/or added insurance. We rely on scientific studies, white papers, interviews w/ management and industry analysts and environmental NGO’s for climate history information. Our focus is on a 10 yr time horizon.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]

We do not do "strategic asset allocation".

We do consider changing demographics and climate change for investment risks long term.

We target low carbon or climate resilient investments and our portfolio excludes fossil fuel holdings.  We work towards a portfolio with a reduced exposure to carbon emissions.

We incorporate and screen for ESG factors as part of our multi-level testing for identifying good businesses.  We exclude investing in industries, including but not limited to, manufacturing guns, serious environmental degradation, products and services with heavy fossil fuel/CO2 footprint, private prisons, and unethical labor or lending practices.


SG 13 CC.

SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

Specify the AUM invested in low carbon and climate resilient portfolios, funds, strategies or asset classes.

Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

Specify the framework or taxonomy used.

Eliminated portfolio exposure to fossil fuel holdings and other dirty energy through screening and research. 

other description

          Eliminated fossil fuel holdings in our portfolio. Engaged with organizations to address energy efficiency and waste in manufacturing and supply chains.

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.5. Additional information [Optional]

SG 14 CC.

SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]