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Neumeier Poma Investment Counsel, LLC

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Responsible investment activities are embedded in our ongoing research analysis.  We are small-cap value investors and our metrics for selecting stocks has not changed over time. We exclude certain industries including but not limited to manufacture of guns, predatory lending, animal testing, companies whose products or services cause serious environmental degradation, companies whose products and services have a heavy fossil fuel/CO2 "footprint".   

Yearly our research team sets and reviews our investment goals which include responsible investment activities.

Weekly and monthly research meetings cover our investment objectives and how they relate to a specific company being analyzed or new investment ideas being considered.  

News articles, trade magazines, research reports, macro-economic statistics, government regulations, and other resources are monitored daily to keep us informed about issues (including negative/positive changes to environmental, social, governance factors) that may affect our investments.    

Regulatory changes and industry events are tracked in terms of how they may affect any of our stock holdings valuation (negative or positive).

Our stock portfolio performance is measured daily against our investment objectives.

SG 06. Main goals/objectives this year (Private)