About Infundly
Independent fund research and decision tools for professional selectors and allocators
Infundly is an independent research business built to help advisers, DFMs, MPS teams, family offices and investment committees assess funds with greater clarity, challenge and conviction.
We combine selective, judgement-led fund research with practical tools that help professional users structure evidence, identify research gaps and prepare better-supported committee discussion.
No product agenda. No distribution pressure. No incentive to manufacture conviction where it does not exist.
Independent fund research and decision tools for better-supported investment decisions.
The best investment decisions come from calm, experienced judgement, not consensus, algorithms or sponsorship cheques.
Infundly gives professional fund selectors and allocators access to selective, allocator-grade research and practical tools that help them assess funds, structure due diligence, identify evidence gaps and prepare for more effective committee discussion.
We work with advisers, DFMs, MPS teams, platforms, Banks, family offices and investment committees that want a clearer understanding of a strategy’s investment edge, portfolio role, governance, risks and supporting evidence.
Our research is judgement-led and selective by design. We do not aim to cover every available fund or manufacture conviction where it does not exist.
No product push. No distribution agenda. Just independent research and decision-useful tools designed to help professional teams think more clearly, challenge more effectively and make decisions they can defend with confidence.
Founder’s experience in fund selection, governance and portfolio oversight
I founded Infundly after more than two decades selecting funds, building and managing model portfolio ranges, and participating in investment committees through multiple market cycles.
That experience includes launching an OEIC with three sub-funds during the global financial crisis, working closely with risk, compliance and ACD teams, designing fund panels, conducting manager due diligence, and producing research and committee papers that needed to stand up to professional scrutiny.
Over time, I saw the same challenge repeatedly: professional teams had access to increasing amounts of information, but not always the time, independent perspective or practical tools needed to turn it into clear, well-structured and decision-useful research.
Much of the available fund coverage was broad rather than deep, performance-led rather than evidence-led, or too closely connected to product distribution. It did not always explain why a strategy might have an edge, what role it could play, how its risks should be governed or what evidence would change the investment case.
Infundly was created to address that gap. It combines selective, judgement-led fund research with practical tools built around how professional selectors and investment committees actually work: understanding the investment edge, testing the evidence, clarifying portfolio role and documenting the issues that matter.
Founder highlights
Advisory Board
External perspective. Constructive challenge.
Infundly’s Advisory Board brings together experienced investment and business professionals who provide perspective, challenge and practical guidance as the company develops.
Members advise on strategy, market needs, industry engagement and commercial development. The Advisory Board does not participate in individual fund assessments or decisions to award, suspend or withdraw an Infundly Designation. Responsibility for all research judgements remains with Infundly.
Ben Yearsley
Ben brings a fund selector’s eye and a commentator’s instinct for what matters to allocators. He helps Infundly challenge its research proposition, communicate its conclusions clearly and remain relevant to the professional investment market.
His experience includes more than 15 years within the Hargreaves Lansdown research team, launching Charles Stanley Direct as Head of Investment Research, and senior roles spanning portfolio construction, investment committees and tax-efficient investing. Ben is also one of the industry’s most established commentators on funds and markets.
Gavin Haynes
Gavin brings the perspective of someone who has built, led and advised investment propositions. He helps Infundly test how its research, Designations and tools meet the practical needs of wealth managers, advisers and investment platforms, while providing constructive challenge on strategy and market development.
Gavin has more than 25 years’ industry experience, including 20 years at Whitechurch Securities, where he led its discretionary fund management proposition and served as Managing Director. He subsequently co-founded Fairview Investing, advising professional investors on investment strategy and fund selection.
TBC
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