IW Financial
Conduct best-in-class analysis based on a broad range of responsible investment principles & user-defined criteria.
The technology & expertise to quickly identify the investments that best meet ESG guidelines & expectations.
Established in 2001 and acquired by ISS in January 2017, 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. As investor demands have grown to incorporate a broader range of ESG issues and a wider range of perspectives, IW Financial developed a flexible approach that gives investors the ability to include or exclude stocks or conduct best in class analysis based on a broad range of user-defined criteria.
IW Financial’s solutions help organizations identify risks, enhance productivity, provide higher levels of service to their underlying clients, and increase revenues. IW Financial has developed technology which allows advisors and money managers to rate companies and to quickly identify the investments that best meet investment guidelines and client expectations.
For more information about the acquisition, read the press release here.
IW Financial Executive Team
Sam Pierce
Co-Founder, CEO
Sam has been involved in the values-based investment community… Read more ›
Ivo Kresta
Client Relationship Manager
Ivo manages IW Financial’s client base of investment managers… Read more ›
