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Neumeier Poma Investment Counsel, LLC

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources


SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。



07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

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. 組織にいる専任の責任投資担当者の人数を記載してください。


07.4. 補足情報 [任意]

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)