Research Providers – IW Financial
IW Financial is a leading provider of objective research and technology solutions that help financial professionals evaluate the environmental, social, and governance performance of companies. Established in 2001, the company is headquartered in Portland, Maine.
IW Financial is a proud supporter of the United Nations Principles for Responsible Investment. The UNPRI provides a framework for giving appropriate consideration to environmental, social, and corporate governance (ESG) issues that can affect the performance of investment portfolios. To date, PRI signatories have over $25 trillion in assets under management. IW Financial is committed to supporting investors and asset managers who choose to become signatories with a robust suite of solutions. For this reason, we have partnered with the Sustainable Investments Institute (Si2) to develop broad range of solutions that support aspiring and new signatories as well as existing signatories that are seeking to expand their implementation. These services are designed to facilitate a customized, step-by-step approach to implementing the UNPRI.
Sam Pierce is the Chief Executive Officer of IW Financial. Sam has spent more than twenty years involved in the values-based investment community. Prior to co-founding IW Financial, Mr. Pierce served as Director of Research for the Socially Responsible Investor Services division of Proxy Monitor. He has also been Vice President at Citizens Funds and Assistant Vice President at Wellington Management Company. Mr. Pierce earned his B.A. from Harvard University.
IW Financial research and ratings are used by Argus Investors’ Counsel, Inc. in the selection of certain SmartTrust portfolios.