In the News

IW Financial's products for advisors and money managers have been covered in the following publications:

Green Biz, July 21, 2010 — "Intel Comes Out on Top in Green Governance Rankings"

FA green, July 16, 2010 — "Companies Ranked On Environmental Issues"

Social Funds, July 15, 2010 — "Large US Companies Continue to Lag in Reporting on Environmental Issues"

FA green, August 26, 2009 — "Report Finds Problems with Sustainability Efforts"

Wall Street & Technology, March 4, 2009 — "Data Feed Tracks Companies' Greeness"

FA Green, March 3, 2009 — "IW Financial Expands Research For Advisors"

Financial Advisor, February 18, 2009 — "The Transformational Advisor"

Global Proxy Watch, October 31, 2008 — "Briefings"

Pension & Investments, October 28, 2008 — "Glass Lewis to use IW Financial data"

Fundfire, October 20, 2008 — "Labor Dept. Clarifies Pension Use of SRI"

Plan Advisor, September 18, 2008 — "Web Site Features Free SRI Screening Tool"

Yahoo News, September 15, 2008 — "Online magazine Slate starts new business web site"

NY Times, September 15, 2008 — "Folks who brought you Slate build a business site for the Facebook set"

The Contrary Investor, September, 2008 — "Does Doing Good = Doing Well?"

Financial Planning, August 1, 2008 — "Green Investing—The Gold Rush"

Money Management Letter, June 2, 2008 — "Ask the Advisor: Consultants Review Managers' ESG Capabilities"

Mainebiz, March 24, 2008 — "Higher Power: A Portland Corporate Research Firm Joins the Growing Faith-Based Investment Market"

Fundfire, March 4, 2008 — "Wealthy to Get New Social Investing SMAs"

PlanAdvisor.com, March 3, 2008 — "Firms Offer Values-based SMAs"

SocialFunds.com, March 2, 2008 — "Measuring Companies with a Ruler of Responsibility"

Forbes, March 2008 — "Socially Responsible Investing: This Former Fringe Strategy Hits the Big Time As Wall Street Finds Its Conscience"

Investment News, February 11, 2008 — "Showing a Little Faith"

Financial Advisor, January 18, 2007 — "Christian And Dharmic-Based Indexes Launched"

The CRO, October 2007 — "CRO's 10 Best Corporate Citizens by Industry"

Securitiesindustry.com, September 24, 2007 — "IW Makes SRI Personal"

Plansponsor, September 17, 2007 — "IW Financial Acquires Firm that Tracks Terrorist State-linked Companies"

Pensions & Investments Online, September 14, 2007 — "Terrorism Identification Firm Acquired"

Pensions & Investments Online, September 14, 2007 — "ESG Watch List Created by Glass Lewis"

Investment Advisor, August 9, 2007 — "Managed Accounts With a Biblical Slant: New product is latest manifestation of faith-based investing"

Financial Planning, August 2007 — "Green Investing Takes Root: Forward-thinking investors, along with consumers, are starting to go green although no one is completely sure what that means"

Plansponsor, June 20, 2007 — "IW Financial Offers Solution for Compliance with Divestment Laws"

The Christian Science Monitor, November 27, 2006 — "'Angel' Investors Have Nerves of Steel, Hearts of Gold"

Family Wealth Report, November 21, 2006 — "IW Financial Intensifies Faith-based Capabilities"

SocialFunds.com, October 23, 2006 — "Votes for Social and Environmental Resolutions Rising, But Proxy Firm Support Still Lagging"

SocialFunds.com, October 3, 2006 — "New Socially Responsible Investing Portfolios Offer Alternatives to SRI Mutual Funds"

Plansponsor, October 2, 2006 — "New Index Released for Socially Responsible and Catholic Investors"

Financial Advisor, September 2006 — "SMA/Nonprofit Connection"

FundFire, June 26, 2006 — "Managed Acct Clients Embrace Social Investing"

Pensions & Investments Online, May 25, 2006 — "Research Firm Offers Free Sudan Data to States"

Plansponsor, May 24, 2006 — "IW Financial Helps States with Sudan Divestment Measures"

SocialFunds.com, May 5, 2006 — "Student-Managed Socially Responsible Investing Fund Outperforms the Market"

Investment News, April 3, 2006 — "New Hires: Mark Bateman"

Fund Action, March 10, 2006 — "IW Financial Eyes More Country-Specific Data"

FundFire, March 3, 2006 — "Sudan-Free Products"

Wall Street & Technology, March 2, 2006 — "IW Financial Adds Sudanese Involvement Data to Workstation"

Pensions & Investments Online, March 1, 2006 — "Firm Adds Screen to Identify Sudan-linked Companies"

Plansponsor, February 28, 2006 — "Data Helps Investors Screen for Sudan Investments"

Financial-Planning.com, February 24, 2006 — "Students-run SRI Fund Outperforms the S&P"

Plansponsor, February 17, 2006 — "Westfield Capital Management Has Added Corporate Governance to its Existing IW Financial Workstation Applications"

Fund Action, October 14, 2005 — "IW Financial Adds Complexity to Fund Rating Capability"

Investment News, September 26, 2005 — "IW Financial and The Corporate Library Deliver Governance Tool"

Investment News, June 14, 2005 — "Glen Yelton Joins IW Financial to Lead Faith-based Initiative"

Foundation & Endowment Money Management, May 2005 — "IW Financial Releases New Products"

Plan Sponsor, April 22, 2005 — "IW Financial Launches Faith-Based Stock Screening Program"

Plan Sponsor, February 1, 2005 — "Mainstream Investors Slowly Incorporating Social Criteria Into Their Portfolios"

Portland Press Herald, September 3, 2004 — "Your Business: When buying stock, look beyond the balance sheet"

Interface Tech News, September 2004 — "Boston Firm Licenses IW Financial Software Component"

Pensions & Investments Daily, August 27,2004 — "Eaton Vance Management Investment Counsel Group to Use IW Financial"

Investment News, August 23, 2004 — "Software Facilitates Socially Conscious Investing"

FundFire, August 16, 2004 — "Eaton Vance Gets Personal With Wealthy"

Wall Street Technology, August 4, 2004 — "Eaton Vance Management Chooses IWF Workstation"

FinanceTech, August 5, 2004 — "Investment Management Newsflash"

Maine Biz, August 2, 2004 — "Portland Company Releases IWF Workstation for Investment Advisors"

Financial Planning, August 1, 2004 — "A Matter of Opinion: When it comes to socially responsible investing, planners will find that clients have different ideas about what do-gooders should do"

Investment Management, July 22, 2004 — "Web-Based Software Released for Managers Concerned About Corporate Practices"

FinanceTech, July 22, 2004 — "Investment Management Newsflash"

Fund Action, July 12, 2004 — "Startup Launches Corporate Practices Site"

Maine Biz, July 5, 2004 — "IW Financial Adds Governance Grades to IWF Advisor product"

Wall Street & Technology, July 4, 2004 — "Web-Based Software Released for Money Managers Concerned about Corporate Practices"

Interface Tech News, July 2004 — " IW Financial Releases New Web Software"

Portland Press Herald, May 20, 2004 — "Short Takes: IW Financial Adds Corporate Governance Grades from The Corporate Library to IWF Advisor Product"

The Christian Science Monitor, May, 17 2004 — "The Do It Yourself Ethical Investor"

Financial Advisor, May 2004 — "Software with a Conscience: IWF Advisor aligns clients' investments and beliefs"

Portland Press Herald, Feb 10, 2004 — "Bullish on Ideals: Investors who impose their own ethics, morals, and beliefs on their portfolios can still enjoy strong returns"