Frequently Asked Questions
FAQS
Answers to common questions about Infundly Research, our approach and how we support investment committees, professional investors and charity trustees.
Research
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.
Governance support
What is investment governance support?
Investment governance support helps firms improve the research, oversight, challenge and documentation behind investment decisions. It can include fund due diligence, committee papers, manager oversight, portfolio reviews, monitoring frameworks and decision evidence.
Who is Infundly Functions for?
Infundly Functions is designed for professional advisers, DFMs, MPS teams, family offices and investment committees that want independent research-grounded support without adding permanent investment headcount.
Does Infundly provide regulated investment advice?
​No. Infundly provides independent research and consulting support. It does not provide personal financial advice, personal recommendations or regulated investment services.
​How can Infundly support an investment committee?
Infundly can support investment committees through meeting preparation, independent challenge, governance templates, challenge logs, decision documentation, fund monitoring and follow-up research.
Can Infundly help with MPS or centralised investment proposition reviews?
​Yes. Infundly can provide independent input into model portfolio construction, manager changes, range reviews, proposition development and oversight processes.
Is the support ongoing or project-based?
Support can be one-off, project-based, monthly or quarterly, depending on the firm’s needs, timetable and governance requirements. Your page already describes one-off reviews, project work, committee support, outsourced writing and retained research or challenge support.
Charities
What is charity investment governance?
Charity investment governance is the framework trustees use to set investment objectives, oversee managers, monitor risk, review performance and ensure investment decisions remain aligned with the charity’s purpose and obligations.
How can trustees challenge investment managers more effectively?
Trustees can challenge managers by asking clear questions about performance, risk, fees, reporting quality, portfolio changes, responsible investment approach and alignment with the charity’s investment policy.
​How can trustees challenge investment managers more effectively?
Trustees can challenge managers by asking clear questions about performance, risk, fees, reporting quality, portfolio changes, responsible investment approach and alignment with the charity’s investment policy.
Does Infundly manage charity investments?
No. Infundly does not manage money or sell investment products. We provide independent research-grounded support, challenge and practical governance input for trustees and investment committees.
When should a charity review its investment policy?
A charity should review its investment policy when objectives, income needs, liquidity requirements, governance arrangements, ethical considerations or market conditions have changed, or when trustees need greater confidence that the policy remains fit for purpose.
Can Infundly support charity investment committees?
Yes. Infundly can support investment committees through governance reviews, policy support, manager review, challenge notes, meeting preparation and trustee education.