Whether it's global climate change, human rights, 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. Drawing on research, technology, and consulting services from IW Financial, managers can create investment products, customize portfolios, comply with guidelines, and identify ESG risks and opportunities associated with ESG factors.
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 resources need to meet these needs.
To learn more about IW Financial's solutions for investment managers contact us.