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Investment Industry Expertise

IW Financial brings a unique financial services perspective to issues-based investing.

Unlike many in the industry, we do more than simply provide data. Our experienced team works with you to maximize the value of ESG research, whether your goal is improved client service, portfolio management, or creating products to attract new clients and build assets under management.

We know your business. And we understand that the demand for portfolio customization and issues-based investing represents a large and growing opportunity for the investment management industry.

It is this unique blend of experience that leads managed accounts sponsors, turnkey asset management accounts platform (TAMP) providers, overlay portfolio managers, and other technology and service vendors to look to IW Financial to help integrate global, unbiased ESG research into their offerings.