Infundly Research
Independent fund research for professional investors
Infundly Research helps advisers, DFMs, MPS teams, family offices and investment committees assess funds with greater clarity, challenge and conviction.
We provide selective, research-grounded analysis focused on strategy edge, governance quality, portfolio role, risk and the evidence that could change our view.
No product agenda. No distribution pressure. No incentive to manufacture conviction where it does not exist.
Clear portfolio role. Explicit risks. Independent thinking.
Independent fund research built for better investment decisions
Infundly Research helps professional investment teams identify strategies with genuine, repeatable edge.
Our research is selective by design. We do not aim to cover everything. We focus on what matters most: the quality of decision-making, the coherence of the philosophy, the strength of governance, the portfolio role, and the risks that could change our view.
Every assessment is built to support clearer thinking, stronger oversight and better-informed investment decisions.
Why it is different
Independent
No product agenda. No distribution pressure. No incentive to manufacture conviction where it does not exist.
Selective
We prioritise depth over breadth and judgement over box-ticking.
Plain English
We translate professional research into clear, decision-useful language.
Built for governance
Research framed around portfolio role, evidence, risk and what would change our view.
What our fund research assesses
Each assessment is designed to help professional investors understand whether a strategy has a clear role, a credible edge and risks that can be properly governed.
-
Philosophy, investment edge and decision-making discipline
-
People, process and governance quality
-
Portfolio role, implementation fit and peer context
-
Risks, limitations and what could change our view
-
Evidence across time, market conditions and manager behaviour
Our fund assessment framework
The framework is designed to support structured judgement rather than mechanical scoring. It helps assess whether a fund’s edge, implementation and governance are clear, repeatable and relevant in practice.
Active fund framework
Active strategies are assessed across philosophy and edge, process and implementation, people and governance, and evidence of behaviour through different market conditions.
Tracker fund framework
Tracker strategies are assessed across exposure integrity, index design, replication and implementation, provider governance, cost discipline and tracking delivery.
Different structures require different questions. The principle remains the same: clarity, accountability and disciplined judgement.
The Infundly conviction framework
This is not a recommendation or ranking. It is a statement of professional judgement grounded in disciplined research.
Established III
A strategy with a developed evidence base, assessed across multiple market environments.
Rated II
A strategy that meets Infundly’s research standards based on the available evidence.
Emerging I
A strategy with credible foundations and an evolving evidence base that merits continued assessment.
Fund research for advisers, DFMs and investment committees
-
Infundly Research is intended for authorised investment professionals and firms, including advisers, DFMs, MPS teams, family offices and investment committees.
-
It is designed for those who want independent perspective, clearer decision-making support and research that stands up to professional scrutiny.
Discuss independent fund research support
If your team would value independent, research-grounded support on fund selection, portfolio role, manager due diligence or investment oversight, Infundly would be pleased to discuss how we can help.
Infundly Research is intended for authorised investment professionals and firms. It is not investment advice, a personal recommendation or a financial promotion to retail investors.