When choosing an asset manager, religious organizations values-based investors often place a priority on a firm's ability to identify investment opportunities that are consistent with their fundamental beliefs.
With our patented user-defined screening capability, IW Financial enables organizations and the asset managers serving them to define the characteristics of the portfolio that are most aligned with the organizations values.
This capability is supported by our reporting products, including the Portfolio Alignment Report, designed to help you understand how portfolio holdings align with your organizations mission and values, and the Issue Report Card, which provides a "snapshot" of a portfolio's performance with respect to a specific issue. Both reports can be generated on a schedule as defined by the client.
To learn more about IW Financial's solutions for faith-based investors contact us.