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.

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