Log in

Forgot your password?

Access code

Log in

Forgot your password?

Log in

InRIS, an innovative UCITS fund platform

Fund Focus  —  28/11/2019

 

 

Launched in 2013, the InRIS platform provides access to a selective range of quality alternative strategies in a UCITS format.

 

InRIS is a managed account platform providing diversifying building blocks to investors who seek absolute return funds that are uncorrelated to traditional asset classes. InRIS’ targeted offering undergoes a rigorous selection process, which is built to provide tailor made investment solutions addressing investors’ needs through exclusive long-term partnerships.

This platform is first and foremost the result of a broad and deep collaboration of various teams, including InRIS’ dedicated team, Hedge Fund analysts, Operational Risk analysts as well as the entire Rothschild & Co distribution force. They can leverage the firm’s multi-decade footprint in the hedge fund community to identify talented and unique managers to shape an innovative offering of complementary strategies previously not available in a UCITS format.

The rather lengthy process from identification to implementation is crucial to establish a long-term relationship with the highest quality manager.

The requirements to onboard an external manager are equivalent to those of Rothschild & Co funds, i.e. the level of conviction, professionalism and involvement from the teams. Transparency, quality of reporting and client service are of utmost importance to build trustworthy partnerships with a manager.

Innocap, a pioneer in the management of alternatives’ platforms, carries out the funds’ daily operational activities with the highest quality standards. We maintain a close relationship based on shared culture and values.

A dedicated InRIS team was created to drive and coordinate the project from start to finish. In addition, its members not only are product specialists, incarnating these investment strategies when interacting with investors, but also responsible for the relationship with Innocap and close portfolio monitoring.

The InRIS platform currently consists of four investment solutions: InRIS CFM Diversified (systematic multi-strategy), InRIS Parus (long/short equity with flexible net exposure), InRIS Perdurance Market Neutral (discretionary equity market neutral) and InRIS Prentice, the latest addition to the range, a long/short equity strategy focused on US consumer themes.