United Nations Principles for Responsible Investment

IW Financial is a proud supporter of the United Nations Principles for Responsible Investment. The PRI provides a framework for giving appropriate consideration to environmental, social, and corporate governance (ESG) issues that can affect the performance of investment portfolios. Signatories hold or manage over $5 trillion and include ABN AMRO, CalPERS, Calvert Group, and Amalgamated Bank.

Our products and services help investors and investment managers subscribing to principles espoused in the PRI expand their ability to incorporate ESG issues into their investment process.  

To learn more about the initiative visit www.unpri.org.

IW Financial helps investors and investment firms incorporate ESG issues into investment analysis in a variety of ways.

1. Our research, screening and analytic tools deliver actionable ESG information to institutional investors as well as multiple departments within investment firms, including business development, client service, and portfolio management.
2. Our customized reports enable investors to evaluate the alignment of their portfolios with the organizations' mission and values.
3. Our consulting services help investment firms develop new ESG products, assist institutional investors in establishing measurable guidelines, and aid platform providers in developing managed account solutions that incorporate ESG factors.

IW Financial is also a leader in promoting a broader acceptance and understanding of ESG issues and analysis.

1. We provide analytical tools to educational institutions to help educate the next generation of investment managers.
2. We promote ESG to a mainstream audience by helping investment firms understand how to use ESG information to improve their service, customer retention, and increase sales.
3. We support and engage in the development of more robust ESG research.