IWF Workstation Features

Identifying the investments that meet clients' guidelines used to be a complicated and time-consuming process. Not any more. With IWF Workstation you can create a profile and, in a matter of seconds, get ratings identifying companies that best match your clients' requirements. You can also access data behind the ratings and gather narrative information for client reports.

Rate an individual company, companies within an industry, or compare companies from different industries: The choice is yours, and so is the time you'll save.

Ratings — Appropriate investments are identified through detailed ratings of companies and industries.

• Individual or multiple company results
• Companies can be compared to others in the same industry or to all companies
• Personalized ratings for each issue area
• Excluded companies identified with reason for exclusion
• Printer-friendly results pages

Search — The application allows users to quickly evaluate buy lists, portfolios, and industries using complex criteria.

• Prioritize issues and define criteria on a detailed level
• Find and select companies by name or symbol or import a list of companies
• Reflect liberal or conservative values on an issue-by-issue basis
• Screen companies based on involvement in controversial activities
• Save profiles for quick access and results via a Quick Search control panel
• Save search criteria for later retrieval

Narrative Coverage — Commentary provides detailed information on company practices and performance.

• Available for each issue category covered in ratings
• Relates directly to ratings criteria
• Easily incorporated into company reports for clients
• View by category or entire list

Profiles — Users may personalize and save their selected criteria as profiles for easy access and later use.

• Create and name profiles for later retrieval
• Create general profiles for certain groups of clients, or personalize profiles for individuals
• View, edit and delete profile information
• Compare multiple profiles side-by-side

Security and Access — Complete security controls ensure proper user access.

• Log in and log out for access
• Automatic session time-out after prolonged inactivity
• Account maintenance allows users to manage their profile information, password and email preferences

Help and Information

• Informative content on topics such as ratings and policies
• Convenient help section to support users
• Access context-sensitive help in key areas of the application

"We've found ourselves pitching a lot more endowments and non-profits where we have included this in our process and I know it grabs prospects. They are intrigued by it whether or not it is something they really want to be used in their portfolio. I think clients are expecting you to be more disciplined and I think this shows them another way of being disciplined that is specific to their situation."

IWF Workstation User