Overview

IW Financial offers a family of uniquely powerful ESG solutions for financial professionals, incorporating industry-leading research and patented technology with a broad range of delivery options.  

IW Financial offers solutions for:

• Investment managers
• Managed account sponsors
• Investment platform, technology & service providers
• Consultants, fiduciaries & plan sponsors
• Faith-based investors
• Broker-dealers & advisor networks

Products and services from IW Financial include:

Consulting & Services

With our unique combination of financial services expertise, unbiased research, and patented technology, we help industry professionals meet the growing client demand for issues-based stock screening and customized portfolios.

Research

IW Financial combines unbiased, proprietary ESG research with consulting expertise and analytics to deliver solutions that work. By teaming with leading third parties, we offer the most comprehensive global coverage in the market.

Analytics

"The way you set yourself apart from your competition is how you service your client. Being able to provide our clients with detailed social analysis of portfolios, not just of companies, puts us ahead of our competition. Our clients see us as doing a better and more thorough job for them, and that's helped us a lot."

IWF Workstation User