IWF Workstation Benefits

The growing recognition that environmental, social, and governance factors present a risk to future performance have made evaluating corporate practices an essential part of the diligence process. Corporate scandals have only fueled this trend. With IWF Workstation, you can evaluate companies across a broad range of issues in a matter of seconds. IWF Workstation makes it easy to align recommendations with client guidelines, taking into consideration sustainability and emerging risk factors.

What are the benefits?

• Differentiate your firm and reach new customers — With IWF Workstation you can win over clients who have specific guidelines and create buy lists that live up to your firm's high standards.
• Find or evaluate investment ideas — IWF Workstation allows you to screen for industry involvement and rate companies based on emerging risk factors and corporate practices. This powerful combination means you can screen companies you've identified as prospects and find quality alternatives quickly and easily.
• Comply with client guidelines — Clients are getting more sophisticated and demanding every day. IWF Workstation streamlines the process of documenting and complying with client guidelines so your portfolio managers can do what they do best—find good investments. Our application also makes it easy to answer client questions with ratings supported by detailed narrative on company practices.
• Provide unbiased research suitable for all your clients — IWF Workstation provides extensive, unbiased research and company details for in-depth analysis that can be tailored for specific clients or generalized for larger groups of clients.
• Save time — Traditionally, researching corporate practices and non-financial performance has been very time-consuming and often frustrating, particularly for analysts accustomed to financial analysis tools. We streamline the process, saving time and money.

"We had a number of socially responsive accounts at my previous firm and it seemed like it took forever to get responses to our inquiries about the suitability of a given equity. With IWF Workstation it is very easy for me to plug in a client's parameters, enter tickers and see whether or not they fit the needs or objectives of the client. What used to take days now takes maybe 12 minutes. From an investment management standpoint that's been fantastic."

IWF Workstation User