Consulting Services

IW Financial offers consulting services to a broad range of organizations seeking to take advantage of the benefits of more fully integrating ESG research into their investment, technology, or business processes. We combine a rich understanding of both the investment industry and ESG issues with extensive technology and communications experience. We take the time to understand the needs of your business. Our solutions reflect that.   

Whether you are an investment manager looking to develop ESG portfolios or products, a managed account provider seeking to incorporate ESG into your platform, an institutional investor, or an advisor network or broker/dealer looking to add ESG capabilities to your advisor offerings, we can help identify and design the appropriate solution.

Our consulting services include:

• New Product Development — Evaluating and creating ESG investment products for managed accounts sponsors and investment managers.
• Managed Account Solutions — Evaluating, designing, and integrating ESG and faith-based components into existing managed account platforms and technology offerings.
• Overlay Portfolio Management — Developing ESG and faith-based capabilities for overlay and fund of funds managers.
• Marketing and Client Acquisition — Consulting on marketing and customer acquisition strategies for clients' ESG and faith-based products and platforms.

To learn more about our consulting services please contact us.