The “Portfolio Alignment Report,” provides investment committees, trustees, and others whose responsibility includes overseeing investment management decisions with detailed quarterly portfolio analysis, according to a press release from the company. The report looks at all stocks heldwithin a portfolio and then ranks each security within both the overalluniverse and its peer group based on values and other criteria defined by the client.
With the program, u sers develop customized screens that include traditional criteria such as environmental performance, human rights, labor relations, family friendliness, alcohol, gambling, contraceptives, tobacco, and corporategovernance. The Portfolio Alignment Report then incorporates those criteriaand analyzes an organization’s portfolio.
IW Financial ( www.iwfinancial.com ) is a provider of technologysolutions for financial professionals.