Investment Universes, Overlays and Indexes

IW Financial's licensed solutions include investment universes, overlays, and indexes. These may each be customized, offering greater flexibility and utility than many existing SRI and values-based investment solutions.

IWF Investment Universes and overlays can be based on any existing universe or index, allowing you to create customized ESG portfolios while still benchmarking the index of choice. This may result in a broader range of investment choices incorporating environmental, social, and governance factors.

IWF Investment Universes and overlays are ideal for use with investors who have been traditionally underserved by packaged values-based investment solutions, those seeking innovative integrations of environmental, social, and governance research and investors seeking to integrate a variety of risk factors. IWF overlays can be designed to support managed solution development for third-party distribution or provide fully customized portfolios that align a given client's mission or values with their investments.

IW Financial also develops custom indexes or benchmarks based on specific client defined sets of ESG criteria. These indexes and benchmarks are used to underpin investment products or evaluate investment strategies.

Contact us for more information.