Reports

IW Financial reports deliver timely, detailed, and contextualized information to investment professionals, boards, investment committees, and other concerned parties. The reports enable organizations to compare corporate performance, monitor compliance with guidelines, or better understand and address emerging risks related to corporate practices or governance.

Each report provides insight into the sustainability policies and performance of companies within a particular sector. Ten different sector reports are available. The report provides a comparative ranking of companies within the sector as well as a comparison of sector averages. This enables the reader to identify best and worst in sector performers while understanding the strength or weakness of a given sector relative to sustainability issues. Customized reports containing additional analysis and data are also available.

GEMS Reports examine the governance and environmental management systems of companies using a methodology developed through a partnership with Soyka & Co., a leading environmental consultant. The Governance and Environmental Management Strength (GEMS) rating addresses the presence or absence of 49 distinct indicators organized into five major elements of a coherent organizational environmental management framework. These elements include governance, policy, infrastructure and systems, performance results, and transparency/accessibility. Each report provides a ranking of companies, enabling users to understand the strengths and weaknesses of companies compared to peers or to other companies in their sector. The GEMS report is available as a sector report or as a customized report focussed on one company and up to ten named peers.  For more information on the 2012 GEMS Benchmarking Report or to order a copy of the report click here.  

The Portfolio Alignment Report (PAR) is designed to help investment committees and boards understand how portfolio holdings align with the organization's mission and values. The PAR is customized for each individual client, and coverage includes corporate practices and/or governance issues. It provides committee and board members with comparative ratings and focused narrative, enabling them to understand the strengths and weaknesses of a given portfolio. The PAR can be provided annually, bi-annually, or quarterly, depending on the needs of your organization.

The Issue Report Card provides an organization with a snapshot of a portfolio's performance with respect to a specific issue. The Report Card rates the holdings in a portfolio according to the designated issue.

Issue Report Cards are available for the following issues:

• Environmental Pollution
• Weapons Manufacturing
• Alcohol & Tobacco
• Abortion, Contraception & Stem Cell Research
• Board Independence
• Board Diversity