Neil &  Company CPAs, PC

A Professional Corporation

1184 North 15th Street, Bozeman, MT 59715


Phone: 406-587-9239


June 2022

June 2022 Client Profile

Client Profile

Eliza wants to invest some of her retirement assets in socially responsible companies. But she doesn’t know where to start or how to analyze companies for their social and environmental responsibility.

Environmental, Social, and Governance (ESG) investing is a strategy that examines a company’s sustainability and non-financial social stewardship. The best way to start is to discuss the idea with her financial professional, who can provide personalized guidance and help her to make informed decisions.

Perhaps she should consider what matters most to her. For example, some funds focus on natural resource preservation while others prioritize fair labor practices.

Interested, in digging deeper, Eliza can research companies with high ESG scores and examine corporate reports that follow the Global Reporting Initiative (GRI) framework for reliable information. Although there are no universal ESG standards, the GRI is the most commonly used.

Client Profile is based on a hypothetical situation. The solutions discussed may or may not be appropriate for you.


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