For Investment Managers

Whether it's global climate change, Sudan, gambling, or the composition of a company's board of directors, both institutional and retail investors have their own unique set of ESG concerns. Our patented user-defined ratings process allows investment managers to quickly and easily define and establish the appropriate guidelines for individual clients, to construct or evaluate portfolios, and to ensure strict adherence to mandates.  

Drawing on research, technology, and consulting services from IW Financial, managers can quickly review their universe of stocks to identify emerging risks and investment opportunities associated with environmental, social, and governance practices.  

Asset managers, managed account sponsors, mutual funds, and individual portfolio managers rely on IW Financial to provide them with research and with powerful screening tools and ratings engines to both help identify investment opportunities and to avoid those situations that are inconsistent with the sponsor, client or fund's stated investment objectives.

In addition to stock selection and portfolio management, IW Financial offers a powerful suite of reporting tools for the timely and detailed delivery of information to boards, investment committees, and other appropriate parties. This includes our exclusive Portfolio Alignment Report (PAR) which is designed to help investment committees and boards understand how portfolio holdings align with an organization's mission and values.

For an increasing number of institutions, ESG is often an important part of the investing process. For portfolio managers seeking to grow their institutional business, IW Financial provides the resources need to meet these needs.

To learn more about IW Financial's solutions for investment managers contact us.

"I think it creates a deeper level of trust between you and the client. You have the ability to screen some things that are specifically important to the client at a different level."