Frequently Asked Questions
FAQS
Answers to common questions about Infundly Research, our approach and how we support investment committees, professional investors and charity trustees.
Independent Fund Research FAQs
What is independent fund research?
Independent fund research is analysis of funds and investment strategies that is not driven by product distribution, platform promotion or commercial sales incentives. It helps professional investors assess strategy quality, governance, risks, evidence and portfolio role.
Who is Infundly Research for?
Infundly Research is intended for authorised investment professionals and firms, including advisers, DFMs, MPS teams, family offices and investment committees.
Does Infundly provide fund recommendations?
Infundly Research is not personal investment advice or a regulated recommendation. It provides independent research, professional judgement and decision-support for authorised investment professionals.
What does Infundly assess when reviewing a fund?
Infundly assesses investment philosophy, decision-making edge, people, process, governance, portfolio role, implementation fit, risks, limitations and the evidence supporting repeatable performance.
How is Infundly Research different from broad fund coverage?
Infundly Research is selective by design. It prioritises depth, clarity and judgement rather than broad coverage or mechanical scoring.