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Corporate Social Responsibility
News
10.25.2006 - 04:26pm ET
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CSR News from:
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IW Financial
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News Category:
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IW Financial Introduces Proprietary Research, Delivers Unified Environmental, Social & Governance Platform
RPF Equity Advisors, Centurion Investment Partners and American Values Investments sign on to new research
(CSRwire) PORTLAND, Maine-- IW Financial, a leading provider of environmental,
social, and governance (ESG) research, consulting and portfolio management
solutions for the financial services industry, has incorporated the firm's
proprietary social and environmental research into its Workstation
platform. Several clients, including RPF Equity Advisors, an
institutional equity manager; Centurion Investment Partners, a
Memphis-based investment advisory firm; and American Values Investment, a
regionally focused separate account management firm, have signed on to use
the new service.
"It's great to have our own research in the hands of clients," said Mark
Bateman, director of research at IW Financial. "We have long had the
industry's most values neutral analytic platform. By using our own
research staff, we can ensure values neutral and unbiased research while
also maintaining the flexibility to expand and respond to client needs for
new products and areas of coverage."
Incorporating IW Financial's proprietary research into the Workstation
also enables the delivery of environmental, social, and governance (ESG)
data on a single unified platform. IW Financial will combine its own
in-house research with governance data from The Corporate Library (TCL) to
allow users to simultaneously screen and rate companies based on all three
sets of issues. As with all IW Financial products, the specific criteria
to be used in the analytical process are defined by the user.
"Investment firms, plan sponsors, and other fiduciaries are increasingly
seeking to evaluate environmental, social and governance factors," said.
Sam Pierce, chief executive officer of IW Financial "In the past,
organizations generally had to use more than one screening tool to
accomplish this. With our proprietary research and data from TCL, we are
making it possible for them to evaluate these factors simultaneously, and
in an integrated fashion."
IW Financial provides both research and technology to help clients build
and manage ESG portfolios based on user-defined criteria investment
criteria. The firm's clients encompass asset management firms, private
banks, proxy solicitation firms, faith-based investment firms, educational
institutions, and financial planning organizations.
Solutions include the IWF Workstation, a Web-based tool that utilizes the
firm's patented technology to streamline the research process and produce
customized evaluations of investments and investment opportunities; IWF
Advisor, designed to enhance advisors' ability to quickly and easily
identify the investment opportunities that meet their clients' guidelines,
mission, and values; and IWF Consulting, which develops customized ESG
solutions for asset managers and the managed accounts industry.
About IW Financial
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. With its unique
combination of investment industry expertise, unbiased research, and
technology solutions, IW Financial helps industry professionals capitalize
on growing investor demand by incorporating ESG factors into investment
platforms, products, and portfolios, adding value to the money management
process while strengthening client relationships.
IW Financial is based in Portland, Maine. For more information, visit www.iwfinancial.com.
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