IW Financial Investment Universes can be based on any existing universe or index, allowing subscribers to create customized ESG portfolios while still benchmarking the index of choice. This may result in a broader range of investment choices incorporating ESG factors.
IW Financial overlays can be designed to support managed solution development for third-party distribution or provide fully customized portfolios that align a given client’s investments with their values.
IW Financial also develops custom indexes or benchmarks based on specific client defined sets of ESG criteria. These indexes and benchmarks are used to underpin investment products or evaluate investment strategies.