|
Corporate Social Responsibility
News
1.17.2007 - 12:15pm ET
|
CSR News from:
|
|
|
News Category:
|
|
IW Financial Expands Domestic Coverage to Russell 3000
Proprietary research extends power and flexibility of Workstation platform; New customer includes Aperio Group
(CSRwire) PORTLAND, ME- January 17, 2007 — IW Financial, a leading provider of
environmental, social, and governance (ESG) research, consulting and
portfolio management solutions for the financial services industry, today
announced the expansion of its proprietary research to include all
companies in the Russell 3000. The research, available in database form
and through the company's Workstation analytic platform, gives users the
ability to evaluate over 70 ESG factors on over 3000 companies.
The expanded coverage enables firms with mid and small cap portfolios to
take advantage of IW Financial's proprietary analytical and screening
technology when serving socially responsible and faith-based clients. Data
points covered include environment, tobacco, alcohol, adult entertainment,
human rights, and diversity.
"Both institutional and retail investors are looking to expand ESG
evaluation into different asset classes," said Sam Pierce, chief executive
officer at IW Financial. "Adding coverage of the Russell 3000 gives asset
managers, plan sponsors, and other financial professionals more
flexibility with their socially responsible and faith based
portfolios."
IW Financial is already seeing significant client interest in the new
coverage, according to Pierce. One new client, Aperio Group LLC, a San
Francisco-based financial advisory firm that delivers customized asset
management services for taxable investors, is seeing immediate benefits
from the broader coverage.
"Our ability to provide enhanced index portfolios with ESG screening
positions us favorably with many of our clients, for whom this is an
increasingly important concern," said Paul Solli, partner & COO at Aperio.
"The company coverage and comprehensive nature of IW Financial's research
is a terrific benefit. We are working closely with the firm to develop
socially responsible portfolios."
IW Financial is a leading provider of research, technology, and consulting
services that help clients build, manage, and promote ESG portfolios based
on user-defined criteria investment criteria. The firm's clients
encompass asset management firms, private banks, faith-based investment
firms, educational institutions, and financial planning organizations.
Solutions include the IWF Workstation, a Web-based analytic platform that
utilizes the firm's patented technology to streamline the research process
and produce customized evaluations of investments and investment
opportunities; IWF Advisor, a private labeled tool for broker dealers and
advisor networks; 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.
|
|