Eaton Vance Management Chooses IWF Workstation
Eaton Vance Management, an asset-management firm with $88 billion under management, has chosen the IWF Workstation to give its Investment Counsel Group the ability to include client-specified corporate practice guidelines when constructing investment portfolios.
"With the IWF Workstation, we enhance our ability to meet the individual requirements of our clients in a very efficient, cost-effective manner. We view this as a great tool for further personalizing our portfolios," said G. West Saltonstall, vice president and director of the Investment Counsel Group, in a press release.
Released by technology solution provider IW Financial, the IWF workstation combines research on corporate practices and emerging risk factors with client-specified investment guidelines to help advisers evaluate the investment suitability of more than 2,000 publicly traded equity securities.