Managed Account Solutions

The managed accounts industry has experienced extraordinary growth over the last several years, fueled in large part by the promise of customized portfolio management. Our solutions provide managed account sponsors and investment managers with a significant competitive advantage in the search to attract new accounts and build assets under management. IW Financial's research and analytics make it easy to evaluate managers, create products, support advisors, and construct or customize portfolios efficiently and effectively. And our consulting services can help you find the best way to integrate ESG into your investment process.

IW Financial is uniquely positioned to help clients integrate ESG. We combine a rich understanding of both the investment industry and ESG issues with extensive technology and communications experience. We take the time to understand the needs of your business. Our solutions reflect that.

For firms looking to quickly integrate ESG into managed accounts offerings, IW Financial draws on its extensive financial services industry experience to provide a full range of consulting services. These include:

  • New Product Development — Evaluating and creating ESG investment products for managed accounts sponsors and investment managers.
  • Managed Account Solutions — Evaluating, designing, and integrating ESG and faith-based components into existing managed account platforms and technology offerings.
  • Overlay Portfolio Management — Developing ESG and faith-based capabilities for overlay and fund of funds managers.
  • Marketing and Client Acquisition — Consulting on marketing and customer acquisition strategies for clients' ESG and faith-based products and platforms.

For more information on IW Financial's managed account solutions please contact us.