Objective research and user-defined analytics

IW Financial draws on its own proprietary research and leading independent third party services to provide impartial and comprehensive global coverage of environmental, social, and governance issues.  

Our issue coverage is comprehensive—each company in our universe is covered across all issues, not just those that can be captured by identifying industry involvement. Our in-house research covers over 3,000 publicly traded U.S. companies across more than 125 issues, allowing the asset manager, fiduciary, or advisor to make more informed investment decisions.

IW Financial's in-house research is supplemented through our partnership with leading research firms worldwide. Among the firms providing research to IW Financial are EIRIS, which covers more than 60 different social, environmental and ethical areas on international companies; The Corporate Library, a recognized leader in corporate governance research and executive & director compensation information and analysis; and Conflict Securities Advisory Group, a Washington, D.C.-based research and consulting firm that specializes in the assessment and management of global security risk.

Technology Solutions That Work

Even the best research has limited utility if it takes hours to research a company. While traditional research offerings have been designed almost exclusively for research or compliance departments, the IW Financial solution set is remarkably flexible and enables firms to distribute ESG research and analytics to a much broader range of internal users.

IW Financial's patented ESG technology is designed to integrate easily into your existing systems. Our web-based applications are robust yet easy to use, delivering customized analytics and in-depth, objective research to the desktop.  

Why User-defined Analytics Matter

What does it mean to be objective when it comes to analytics? At its core, it means letting the numbers speak for themselves and giving users the option of defining what is important to them and to their clients. It means a research product free from conflicts of interest.

No two organizations or individuals have the same constellation of issues or approach those issues in exactly the same way. No two are likely to assign the same importance to the same ESG factors. As fiduciaries, no two serve the exact same constituency. In the past, many organizations and individuals have found their point of view was not fully represented in the then-available rating and screening tools.  

IW Financial applies its unbiased research to solutions that allow investment managers to screen, rate and rank companies based on criteria defined by the user. This data in turn is applied by investment professionals to evaluate opportunities, identify risks, and comply with a broad range of investment guidelines and client concerns.  

Incorporating these dynamic research and management capabilities into the portfolio construction process gives IW Financial users a compelling tool for differentiating their asset management and client services in an increasingly competitive environment.