IWF Workstation, IW Financial's premiere solution for money management firms, streamlines the research process and produces customized evaluations of investments and investment opportunities. This web-based tool quickly and easily screens for industry involvement, rates companies, and provides access to narrative details on specific issues based on user-selected criteria. This allows users to customize portfolios for clients and to look at issues from multiple perspectives. This flexibility enables separate business units to tailor usage to meet their group's needs. IW Financial customers are currently using the Workstation in compliance, research, portfolio management, client services and marketing.
Use IWF Workstation to:
- Find and evaluate investment options
- Enhance fundamental research
- Identify emerging risks
- Comply with client guidelines
- Differentiate services and win new clients
- Utilize unbiased research
- Build client loyalty and trust
Available Research Data Sets
IWF Workstation can be configured with a wide array of environmental, social and governance (ESG) research. Customized solutions are also available for clients seeking to incorporate custom or proprietary research. Currently available data sets include:
- Corporate Practices
- Global Compliance
- Global Security Risk
- International ESG
Standard Workstation Configurations
Corporate Practices — Corporate practices research examines a range of issues and practices traditionally associated with socially responsible and faith-based investing across more than 3000 U.S. publicly traded companies.
Sustainability — Sustainability research focuses on a particular set of environmental, social and governance factors that influence brand value, reputation, management quality, and other intangibles that make up a growing portion of a company's value. IWF Workstation facilitates in-depth analysis of these factors, making it easy to incorporate them into the investment process. The IWF Sustainability Workstation combines our Sustainability research with our Corporate Practices research.
ESG (Environmental, Social, and Governance) — IWF ESG Workstation combines Corporate Practices, Sustainability and Governance research to provide users with a robust view of non-financial factors. Governance research is provided through a partnership with Glass Lewis & Co.
Global Compliance -- Global compliance research covers a broad range of compliance issues across a global universe of companies.
EIRIS International Workstation — By incorporating environmental, social, and governance research from Ethical Investment Research Services (EIRIS) into the IWF Workstation platform, we offer robust and easy access to data and analytics for international companies.