Infundly Research
Independent fund research for professional investors.
Built on clarity, governance and differentiated judgement.
Infundly Research helps advisers, DFMs, MPS teams, family offices and investment committees assess funds with greater clarity and conviction.
We provide selective, high-conviction fund research grounded in allocator-style judgement, plain-English analysis and disciplined assessment of strategy edge, governance, risk and portfolio role.
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.
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.
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 not just whether a strategy looks interesting, but whether it deserves a role in a portfolio.
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philosophy and decision-making edge
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people, process and governance quality
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portfolio role and implementation fit
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risks, limitations and what would change our view
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clarity of evidence across time and market conditions
Our fund assessment framework
Our framework is designed to support structured judgement rather than mechanical scoring. It helps us assess whether a strategy’s edge is clear, repeatable and relevant in practice.
Active fund framework
A disciplined framework for assessing active strategies through philosophy, process, governance and evidence of repeatable edge.
Tracker fund framework
A structured framework for assessing tracker funds through index design, implementation, governance, cost and delivery against stated exposure.
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 well-developed evidence base, assessed across multiple market environments.
Rated II
A strategy that meets Infundly’s research standards and has been assessed with conviction 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
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Infundly Research is intended for authorised investment professionals and firms, including advisers, DFMs, MPS teams, family offices and investment committees.
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It is designed for those who want independent perspective, clearer decision-making support and research that stands up to professional scrutiny.
Better investment decisions start with better research judgement
If your team would value independent, research-grounded support on fund selection, portfolio role or investment oversight, Infundly would be pleased to discuss how we can help.
Infundly Research is intended solely for authorised investment professionals and firms.