IW Financial
Conduct best-in-class analysis based on a broad range of responsible investment principles & user-defined criteria.
IWF Workstation
Used by money management firms to streamline the research process and produces customized evaluations of investments and investment opportunities. This web-based tool quickly and easily screens for industry involvement, rates companies, and provides access to narrative details on specific issues based on user-selected criteria. This allows users to customize portfolios for clients and to look at issues from multiple perspectives.
Available Research Data Sets
IWF Workstation can be configured with a wide array of environmental, social and governance (ESG) research. Customized solutions are also available for clients seeking to incorporate custom or proprietary research.
Data sets include: Corporate Practices, Sustainability, Governance, Global Compliance, Global Security Risk, and International ESG.
Use IWF Workstation to:
- Find and evaluate investment options
- Enhance fundamental research
- Identify emerging risks
- Comply with client guidelines
- Differentiate services and win new clients
- Utilize unbiased research
- Build client loyalty and trust
Standard Workstation Configurations
| Corporate Practices | Examines a range of issues and practices traditionally associated with socially responsible and faith-based investing across more than 3,000 U.S. publicly traded companies. |
| Sustainability | Focuses on a particular set of environmental, social and governance factors that influence brand value, reputation, management quality, and other intangibles that make up a growing portion of a company’s value. IWF Workstation facilitates in-depth analysis of these factors, making it easy to incorporate them into the investment process. |
| ESG (Environmental, Social, and Governance) | Combines Corporate Practices, Sustainability and Governance research to provide users with a robust view of non-financial factors |
| Global Compliance | Covers a broad range of compliance issues across a global universe of companies. |
