About Infundly
Independent investment thinking for professional teams, charity trustees and committees seeking better-supported decisions, stronger governance and conflict-free challenge.
Independent investment thinking for better-supported decisions, stronger governance and conflict-free challenge.
The best portfolio decisions come from calm, experienced judgement — not consensus, algorithms or sponsorship cheques.
Infundly gives professional investment teams, charity trustees and investment committees access to allocator-grade research, governance support and independent challenge without the cost or complexity of adding permanent senior resource.
We work with advisers, DFMs, MPS teams, family offices, charities, trustees and investment committees that want stronger due diligence, clearer documentation, better manager oversight and more confident decision-making.
For charities, Infundly helps trustees strengthen investment governance, review policy, challenge managers and advisers, and align investment decisions with charitable purpose.
No product push. No commercial bias. Just experienced, independent perspective designed to help boards, trustees and investment teams think more clearly, challenge more effectively and make decisions they can defend with confidence.
Independent investment research and governance support
Infundly exists to give professional investment teams access to experienced, independent judgement without the cost or complexity of adding permanent senior resource.
We work with advisers, in-house DFM and MPS teams, family offices and investment committees that want stronger due diligence, better governance and more robust decision-making.
Our role is not to push products or sell a house view. It is to help clients think more clearly, challenge more effectively and make decisions they can defend with confidence.
Independent research
Allocator grade research and manager challenge that is free from product or commercial bias
Governance Support
Practical help for committees and oversight teams to strengthen frameworks and documentation
Practical challenge
Experienced, external challenge that tests thinking, sharpens decision and improves outcomes.
Why professional investment teams work with Infundly
Independent
No product push. No commercial bias. Just genuinely independent perspective.
Experienced
Built on more than two decades of fund selection, committee work and portfolio oversight.
Practical
Support designed to be used in the real world, from research packs and governance templates to challenge notes and committee papers.
Built for scrutiny
Work shaped for firms operating under real governance, compliance and regulatory pressure.
Founder’s experience in fund selection, governance and portfolio oversight
I founded Infundly after more than two decades selecting funds, building and running model portfolio ranges, and sitting on 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, writing governance papers, and producing the research and minutes that need to stand up to real scrutiny.
Over time, I saw the same problem appear again and again: capable teams often lacked enough independent challenge, enough time for deep due diligence, or enough governance support to make already-good decisions fully defensible.
Infundly was created to close that gap, with honest, hands-on support shaped by real investment experience and focused on the tools decision-makers actually need.
What professional teams can expect from Infundly
independent research and manager challenge
support for investment committees and governance processes
clearer, better-documented decision-making
practical help during proposition change or regulatory pressure
communication that turns technical work into usable insight
communication that turns technical work inWe do not dictate answers. We help teams reach better ones.to usable insight
Founder highlights
