IW Financial offers asset managers and institutional investors comprehensive and reliable research on a broad range of issues. This research is supported by user-defined analytics and consulting services.
We serve a variety of clients, including those interested in:
IW Financial's compliance services for investors are designed to provide institutional investors with cost effective research and consulting solutions designed to meet their needs. Our services are designed to help organizations create appropriate guidelines, compliance list solutions, and engagement/divestment strategies that address their guidelines.
Our consulting team provides institutional investors with significant policy, research and investment industry expertise as well as extensive experience with project management and communications.
Services provided include:
For firms seeking to capitalize on the broader business and product development opportunities emerging from different institutional compliance trends, we offer a range of consulting services enabling firms to identify and create investment solutions that address the needs of specific market segments.
Services provided include:
