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Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors
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IWF Workstation empowers you to quickly and easily identify the investment opportunities that meet each client's specific corporate practices criteria without sacrificing performance. Now you can grow your business while providing a whole new level of service to your clients:

  • Build client loyalty and trust
  • Personalize recommendations to match your clients' values
  • Create or rebalance portfolios to match your clients' values

For more information about IWF Workstation benefits and features or to subscribe today and lock in at the current subscription rate, www.iwfinancial.com.

IWF Workstation can help you differentiate yourself, build client loyalty and trust, and save time. Tap into a growing market with this powerful online tool.

With IWF Workstation you'll have secure Web access to personalized ratings for approximately 2,000 companies as well as the ability to save and access customized profiles and searches for each client.

You could spend hours cross-referencing the corporate practices and financial information every time you research a company for a client. Or you could do it all in seconds with IWF Workstation, the only tool for independent advisors that automates the alignment of each client's values with his or her investment objectives.

 

 
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