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.
Sam has been involved in the values-based investment community for more than 20 years. In 2001, Sam co-founded IW Financial and as CEO built the company into a leading provider of Environmental, Social and Governance (ESG) products, services and analytics to the financial services market.
Immediately prior to founding IW Financial, Sam served as the Director of Socially Responsible Research for Proxy Monitor’s Socially Responsible Investor Services division. In addition, he was formerly a Senior Research Analyst and Vice President at Citizens Funds, Inc., where he managed socially responsible funds as well as the planning and implementation of direct shareholder activism initiatives. Sam began his career in the investment management business at Wellington Management Company where he was an Assistant Vice President in the Regulatory Affairs Department. Mr. Pierce earned his B.A. from Harvard University in 1990.
As President of IW Financial, Jack has managed operations, sales and product development for the past three years. Jack has over twenty years of strategic planning and management experience in the software industry. Prior to IW Financial, Jack served Chief Operating Officer of Trilogic Inc. and Omnify Software Inc. During his tenure at Trilogic, Jack’s strategic direction helped the company grow into one of the most diversified and successful developers and distributors of EDA software in North America. Jack then joined Omnify Software where he was responsible for all facets of day to day business including developing and managing a global distribution and support channel transforming Omnify into a globally recognized PLM software provider to the OEM market.
Denise handles the day-to-day management and operations of IW Financial Research including management of the research team, vendors and partners. She is responsible for the development of research methodologies, production, and quality control. Denise joined IW Financial in 2003 as Director of Client Services where she worked closely with the research department to develop the original scope and methodologies of IW Research. Prior to joining IW Financial Denise spent a decade managing business and publishing operations at The Christian Science Monitor newspaper in Boston, as well as other award-winning publications including The Atlantic Monthly and Fast Company. Denise received her B.A. from the University of Western Ontario, majoring in English and Political Science with a minor in Philosophy.
Ivo manages IW Financial’s client base of investment managers, institutional investors, state and private pension funds and research partners. He works closely with sales, product development and research to ensure that new and renewing clients have the best possible service and research delivered to them. Ivo also leads RFP’s, client renewals and support. After more than a decade as a professional basketball player, Ivo joined IW Financial in February 2014 and holds a Bachelor’s Degree in Business Administration from Iona College.