IWF Indexes

IW Financial builds indexes that provide investors with a broader range of investment choices that incorporate environmental, social, governance, and other extra-financial risk factors.  

IW Financial develops index solutions for investors who have been traditionally underserved, investors seeking innovative integrations of environmental, social, and governance research, and investors seeking to integrate a variety of risk factors. We also create custom indexes and investment universes when higher levels of customization are required. Contact us for more information about customization.

The following indexes are currently available:

• IWF Catholic Values Index
• IWF Conservative Christian Values Index

Research Behind the Indexes

IW Financial utilizes both proprietary and research from respected third parties in the construction of its indexes. In conducting proprietary research and selecting external research partners, a premium is placed on objectivity and the utilization of quantitative measures.

Index Construction

The IW Financial index team constructs and maintains our indexes according to strict rules-based methodologies to ensure consistency and integrity. Our methodologies frequently incorporate exclusionary, positive, and comparative measures based on quantitative data.