IW Financial Data Feeds

IW Financial data feeds provide the raw granular data that supports any analysis of corporate practices within the ESG space. We have more than 1,000 discrete data elements available for delivery to clients interested in using raw data as the starting point for their own proprietary approach to evaluating companies. Our data feeds can customized to meet client specific needs and can be delivered in a variety of formats, including CSV files.

IW Financial Reports

IW Financial reports deliver timely and detailed information on portfolio holdings to boards, investment committees, and other concerned parties. The reports enable organizations to monitor compliance with guidelines and better understand and address emerging risks related to corporate practices or governance.

Sector Sustainability Snapshot

Each report provides insight into the sustainability policies and performance of companies within a particular sector. Ten different sector reports are available. The report provides a comparative ranking of companies within the sector as well as a comparison of sector averages. This enables the reader to identify best and worst in sector performers while understanding the strength or weakness of a given sector relative to sustainability issues. Pricing for one base report is $750. Customized reports containing additional analysis and data are also available.

Portfolio Alignment Report

The Portfolio Alignment Report (PAR) is designed to help investment committees and boards understand how portfolio holdings align with the organization's mission and values. The PAR is customized for each individual client, and coverage includes corporate practices and/or governance issues. It provides committee and board members with comparative ratings and focused narrative, enabling them to understand the strengths and weaknesses of a given portfolio. The PAR can be provided annually, bi-annually, or quarterly, depending on the needs of your organization.   

Issue Report Card

The Issue Report Card provides an organization with a snapshot of a portfolio's performance with respect to a specific issue. The Report Card rates the holdings in a portfolio according to the designated issue.

Issue Report Cards are available for the following issues:

• Environmental Pollution
• Weapons Manufacturing
• Alcohol & Tobacco
• Abortion, Contraception & Stem Cell Research
• Board Independence
• Board Diversity
• Shareholder Rights