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Neumeier Poma Investment Counsel, LLC

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.


Select from the below internal roles

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

The three portfolio managers are involved in the research process from start to finish, and they retain final accountability for stock selection as well as the implementation and oversight of responsible investment objectives.

 All analysts include responsible investment (implementation) when analyzing companies and generating stock ideas but the final accountability remains with the portfolio managers.

Research meetings with the portfolio managers and analysts are held monthly to discuss stock ideas and portfolio updates which may include discussions covering responsible investment objectives. 

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

0 Number

07.4. Additional information. [Optional]

We have 8 full time employees which includes the 3 portfolio managers who are accountable for Responsible Investing implementation and oversight.   

SG 07 CC. Climate-issues roles and responsibilities (Private)

SG 08. RI in performance management, reward and/or personal development (Private)