Investment consultants are increasingly asked to help fiduciaries define and monitor how their constituents' money is being invested, with an eye towards issues that include everything from board composition and labor relations to climate change.
IW Financial provides research, tools, reports, and services in support of consultants who may be seeking to interpret legislation, comply with investment guidelines, develop ESG integration strategies, and monitor portfolios.
While institutional mandates have often come with restrictions, it has not always been easy for third parties to track how these policies are put into practice at the portfolio management level. Tools from IW Financial give those responsible for actively monitoring how assets are being invested the ability to do so independent of the asset manager, providing a further layer of oversight where needed.
This tracking ability is supported by IW Financial's screening and ratings platform and detailed reporting products which include the Portfolio Alignment Report, designed to help users understand how portfolio holdings align with an organization's mission and values, and the Issue Report Card, which provides a "snapshot" of a portfolio's performance with respect to a specific issue. Both reports can be generated on a schedule specified by client.
To learn more about IW Financial's solutions contact us.