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.
The power and flexibility of the Workstation platform means it can serve the needs of different departments within a firm. 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 proprietary research.
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.
Governance — IWF Workstation with corporate governance research allows users to look at governance issues from multiple perspectives rather than be tied to a single standard. This flexibility enables separate business units such as research, compliance, and client services to tailor usage to meet their group's needs. Governance research is provided through a partnership with Governance Metrics International.
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.
Global Compliance -- Global compliance research covers a 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.
