Infundly Research
Independent fund research for fund selectors and allocators
Independent
No product bias.
No third-party influence.
No incentive to manufacture conviction where it does not exist.
Judgement-led
Evidence, experience and critical challenge.
​Analysis focused on strategy edge.
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Structured
A consistent framework across every fund.
Focus on governance quality, portfolio role and risk.
Professional
Built for selectors, allocators and committees
Evidence, experience and critical challenge.
Clear portfolio role. Explicit risks. Independent thinking.
From research... to your own due diligence
Turn fund documents into a structured committee-ready draft.
Infundly Research gives investment teams independent research and conviction views.
The Committee Note Builder goes a step further.
Document control
Evidence mapping
Research gaps
Follow-up questions
Committee discussion points
Governance & risk insights
Public-source screening
Committee-ready first draft
Two different ways to use Infundly
Infundly Research
Read our independent research
Research written by Infundly
Free (approved login required)
Supports fund discovery
&
Committee Note Builder
Analyse your own funds
Research draft created from your uploaded documents
Annual firm subscription
Supports committee preparation
Our research helps you shortlist faster, challenge more effectively and make better decisions at every stage of the investment process.
How to access Infundly Research & the Committee Note Builder
A simple journey for selectors and allocators
Start here: Independent Fund Research
Explore Infundly's research proposition, sample outputs and methodology
Apply for approved login
Professional-use access chack.
Research is free
Approved login required
Browse Infundly research notes
Annual firm plan required
Upload fund documents
Generate a structured committee-ready draft
Plan & Pricing
Choose the annual plan that unlocks the tool.
Use the tool
Document-control checks
Evidence mapping
Research gaps & follow-up questions
Committee-ready output
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
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A strategy with a developed evidence base, assessed across multiple market environments.
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As its evidence base develops through future market cycles, it will continue to be assessed.
Rated II
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A strategy with clear strengths and a developed evidence base.
As its evidence base develops through future market cycles, it will continue to be assessed.
Emerging I
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A newer strategy/fund with credible foundations, developing evidence base, that merits consideration.
As its evidence base develops through future market cycles, it will continue to be assessed.
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.