IW Financial is a leading provider of environmental, social, and governance (ESG) research, consulting, and portfolio management solutions for asset management firms, managed accounts sponsors, institutional investors, plan sponsors, and investment advisors.

The firm's expertise positions clients to benefit from two of the major trends shaping the financial services industry today: demand for issues-based stock screening, and growing interest in highly customized investment portfolios that reflect the values of an institution or an individual.

With its unique combination of industry expertise, unbiased research, and patented technology solutions, IW Financial helps industry professionals capitalize on these trends by incorporating ESG factors into investment platforms, products, and portfolios, adding value to the money management process while strengthening client relationships.

IW Financial Solutions

• Research workstations
• Portfolio management tools
• Client research integration
• Investment compliance reporting
• Custom research
• Private label solutions
• Training and support