Inflection places significant emphasis on risk management with a focus on research depth and operational controls. Management has a significant investment in ISOF and considers investors to be partners. Therefore, its focus is on the needs of both taxable investors and private foundations, and provides extensive transparency, reporting, and communication.
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Global network referrals, industry contacts, and strategy search.
Fit with ISOF’s capital preservation emphasis, defined risk/reward balance. Screen against macroecomomic opportunities and risks.
Fundamental, quantitative and operational reviews. Multiple levels of risk identification and review.
Portfolio fit, diversification, investment style and market. Methodology of manager implementation and risk profile review.
Build relationship with manager to ensure timely communications and transparency in Investment Committee debate.
Ongoing monitoring and continuous due diligence. Monitor for risks including style drift, operational risk and return inconsistencies.
Weekly meeting to review the macroeconomic climate, current market conditions, risks, returns, liquidity, and portfolio allocations.
Portfolio holdings and composition are subject to constant scrutiny.