IW Financial offers asset managers and institutional investors the most comprehensive and reliable research available on corporate involvement in Sudan, Iran and other terrorist states. This provides clients seeking to address these issues with industry leading research and analytics, market intelligence, and consulting services.
We offer a broad range of research and consulting services designed to help organizations create appropriate guidelines as well as compliance list solutions that address legislative mandates including the legislative requirements delineated by the Sudan Divestment Taskforce.
Services for Investors
IW Financial's Sudan and terror-free investor services 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 legislative mandates including the legislative requirements delineated by the Sudan Divestment Taskforce.
Our consulting team provides institutional investors with significant policy, research and investment industry expertise as well as extensive experience with project management and communications. Please inquire about how your institution can access these services free of charge.
- Issue and research support
- Establishing suitable guidelines and voting policies
- Developing appropriate methodologies and measurable criteria for evaluating performance and/or compliance
- Custom research
- Customized compliance or engagement lists
- Company or manager outreach communications addressing engagement initiatives
- Regular reporting on portfolio compliance/performance
Services for Asset Managers
IW Financial offers investment managers the industry's most comprehensive solution set on corporate involvement in Sudan, Iran, and other terrorist states. We provide research, analytics, and consulting services designed to help managers understand and comply with any existing or pending Sudan, Iran, and terrorism related legislative mandates, including Sudan requirements delineated by the Sudan Divestment Task Force.
For firms seeking to capitalize on the broader business and product development opportunities emerging from Sudan and terror-free investing, we offer a range of consulting services enabling firms to identify and create investment solutions that address the needs of specific market segments.
- Compliance requirement analysis
- State-by-state Sudan, Iran, and terrorism compliance lists
- Customized compliance lists
- Compliance data feeds
- Portfolio exposure reviews and reports
- CSAG terror-free certifications
- Terror-free and terror-free plus ESG product development