IW Financial assists investment product and platform providers seeking to address the growing investor interest in ESG. Capabilities and services offered by IW Financial include access to our proprietary ESG and faith-based issue research; investment product design; managed account platform evaluation and development; and overlay and MMA implementation. Our research and analytics can be integrated into your process and technology platform in multiple areas including:
- Business development
- Client service
- Portfolio management
- Compliance
Recognizing that managers and managed accounts providers may be entering the ESG world for the first time, IW Financial provides extensive consulting services to support the development and implementation of ESG-based products and platforms.
Learn more about our consulting services contact us.