Independent challenge for charity trustees
Helping charities strengthen investment governance, hold managers to account, and align investments with purpose.
Trustees carry significant responsibility for how charitable assets are invested. That means setting clear objectives, maintaining appropriate oversight, and being able to demonstrate sound judgement, robust process and alignment with the charity’s purpose.
Infundly supports charity trustees and investment committees with independent, research-grounded input. We do not manage money. We do not sell products. We provide clear, practical challenge and support to help charities make better-informed investment decisions with greater confidence.
Independent thinking. Practical challenge. Better-supported trustee decision-making
Many charities already have managers and reporting. What they often still need is stronger independent challenge
Many trustees receive regular investment updates and professional advice, but still want greater comfort that:
-
the right questions are being asked
-
the investment policy is still fit for purpose
-
governance is proportionate, robust and well documented
-
manager reporting is genuinely useful rather than simply routine
-
investment decisions remain aligned with the charity’s wider purpose, obligations and long-term needs
Infundly helps trustees move from passive receipt of information to active, well-supported oversight
How Infundly can help
We work alongside trustees and committees to provide independent support across four core areas.
Investment governance
Reviewing whether current arrangements, policies, delegation and oversight processes remain fit for purpose.
Independent challenge
Helping trustees question existing managers, advisers, strategy decisions and reporting with greater clarity and confidence.
Policy and framework support
Supporting the development or refinement of investment policies, risk frameworks and decision making processes.
Mission and investment alignment
Aligning investments with the charity’s purpose, values, income needs, liquidity and long-term goals.
What this looks like in practice
Support can be provided through one-off projects or retained advisory input, depending on the charity’s requirements.
An independent review of your current investment arrangements, policy framework, manager oversight and committee process, with practical recommendations for improvement
Charity Investment Governance Review
Independent input ahead of key meetings, attendance at committee discussions where appropriate, and challenge notes to help trustees ask the right questions and document robust decision-making
Trustee and Committee Support
Help creating, refreshing or refining an investment policy statement, including objectives, spending needs, liquidity, time horizon, ethical considerations and governance responsibilities.
Investment Policy Support
Independent support in reviewing existing managers, assessing value for money, comparing approaches and identifying areas where trustees may wish to push further or explore alternatives
Manager Review and Challenge
Clear, plain-English support for trustees who want to strengthen their understanding of investment governance and improve the quality of board discussion
Training and Education for Trustees
Why Infundly
We work alongside trustees and committees to provide independent support across four core areas.
Independent
We are not an investment manager and do not promote in-house products
Research-grounded
Our work is informed by fund research, portfolio thinking and disciplined analysis
Clear and practical
We translate technical investment issues into plain English for trustees and committees
Built for decision-makers
Our role is to support better judgement, stronger challenge and more confident governance
Flexible support for different needs
Support can be tailored to the size, complexity and governance structure of the charity
one-off governance and policy reviews
support for a specific manager review or investment decision
quarterly or annual trustee or committee support
training sessions for boards, or investment committees
Stronger investment governance starts with better questions
If your charity would value an independent perspective on investment governance, policy or manager oversight, Infundly would be pleased to discuss how we can support your trustees and committees
Independent thinking, grounded in investment research, to support charity trustees where it matters most