For Managed Account Sponsors

The managed accounts industry has experienced extraordinary growth over the last several years, fueled in large part by the promise of customized portfolio management. This demand is only likely to accelerate going forward, as issues pertaining to governance, the environment, and other concerns continue to make headlines and influence investor behavior.

Our solutions provide managed account sponsors and investment managers with a significant competitive advantage in the search to attract new accounts and build assets under management. IW Financial's research and analytics make it easy to evaluate managers, create products, support advisors, and construct or customize portfolios efficiently and effectively. And our consulting services can help you find the best way to integrate ESG into your investment process. 

To learn more about IW Financial's solutions and consulting services for managed accounts contact us.