Independent thinking for advisers, DFMs, MPS teams and investment committees
Research-grounded support, sharper governance and practical challenge for firms making important investment decisions.
Investment teams do not always need another product provider. Often, they need something more valuable: an experienced, independent perspective that helps them challenge assumptions, strengthen governance, and make better-supported decisions.
Infundly provides independent research, governance support and practical committee challenge for advisers, DFMs, MPS teams, family offices and their investment committees. No product push. No commercial bias. Just the extra pair of experienced eyes your committee, compliance team and regulator will value.
CIO-level clarity, without the CIO-level cost.
Built for professional investment decision-makers
Infundly works with firms and committees that want stronger research, better challenge and more confidence in the decisions they are making.
Support with due diligence, centralised investment propositions, governance evidence and client-ready investment thinking.
Independent challenge, manager research, committee input and governance support for teams that need depth without additional permanent headcount.
Allocator-grade fund research, portfolio challenge and practical support for monitoring, change decisions and proposition development.
Independent perspective on fund selection, manager oversight, portfolio thinking and committee decision-making.
Sharper challenge, better documentation and experienced external input where governance and decision quality matter.
Where Infundly adds value
Most teams we speak to are already capable. What they often need is more time, stronger evidence and more independent challenge.
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committee papers and challenge logs need to stand up to greater scrutiny
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model portfolio or proposition decisions need stronger external challenge
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existing research feels conflicted, shallow or too close to product distribution
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value assessments, governance frameworks or oversight processes need strengthening
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quarterly commentary and investment communications need to be clearer and more useful
Infundly helps take weight off internal teams while improving the quality of oversight and decision-making.
Why Infundly
Independent
No in-house products. No distribution agenda. No pressure to recommend what suits someone else’s commercial model.
Experienced
Over 20 years of fund selection, committee engagement and portfolio oversight brought to practical, real-world decisions.
Research-grounded
Work informed by disciplined fund research, portfolio thinking and allocator-style analysis.
Commercially useful
Support designed to help firms save time, improve governance and make better-supported decisions without adding permanent headcount.
How Infundly helps
Independent fund research
Deep-dive fund, trust and ETF research, including manager analysis, shortlist support and independent assessment free from commercial bias.
Governance and committee support
Practical input on committee papers, governance frameworks, challenge processes, oversight documentation and decision trails.
Portfolio and proposition challenge
Independent perspective on MPS, CIP, portfolio changes, manager selection, risk positioning and strategic investment decisions.
Decision-useful communications
Clear market commentary, investment notes and client-facing material that help teams explain decisions with greater confidence.
What this looks like in practice
Fund and Manager Due Diligence
Independent research on active funds, passive vehicles, investment trusts and multi-asset solutions, with a focus on process, people, alignment and role in portfolio.
Committee Challenge and Governance Support
Support for investment committees through meeting preparation, independent challenge, governance templates, challenge logs and decision documentation.
MPS and Proposition Support
Input into model portfolio construction, manager changes, range reviews and proposition development, with practical challenge grounded in portfolio thinking.
Oversight and Monitoring
Ongoing support with fund monitoring, manager reviews, value assessment preparation and follow-up research where issues or questions arise.
Quarterly Commentary and Investment Writing
Concise, professional market and portfolio commentary designed to support advisers, clients and internal stakeholders.
Project-Based Strategic Support
Flexible input for firms dealing with proposition change, governance upgrades, new committee structures or periods of internal transition.
Flexible support, shaped around your needs
one-off fund, manager or proposition reviews
project work during proposition change or strategic review
support for committee papers and governance processes
outsourced writing and commentary support
retained monthly or quarterly research and challenge support
How we work
Discovery call
A short conversation to understand your current setup, where the pressure points are, and what good looks like.
Practical proposal
A clear proposal setting out where we can help, what the scope is, and what the cost would be.
Light-touch onboarding
Fast, straightforward onboarding so support can begin without unnecessary drag.
Independent support that fits
Project-based or ongoing input shaped around your team, timetable and governance requirements.
Better investment decisions need better independent challenge
If your team would value an experienced external perspective on fund research, governance or investment committee decision-making, Infundly would be pleased to discuss how we can help.
Independent thinking, grounded in fund research, and shaped to support professional investment decision-makers.
Trusted by experienced industry professionals
Andy Parsons, Insight Manager (Funds & DFM) at Defaqto
“Rigorous, commercially astute and never afraid to ask the tough questions.”
Duane Hasnip, Business Development Manager at Sarasin & Partners
“Outstanding due diligence, backed by real depth in economics, portfolio theory and fund management.”
Harry Andronicou, Head of UK Strategic Partnerships, UK Wholeslae Distribution at Columbia Threadneedle
“An intellectually curious investment professional who brings strong fund knowledge and challenges the status quo.”
Felicia Hjertman, former Founder & CEO at TILLIT
“A thoughtful, analytical fund selector with a rare ability to identify what makes exceptional funds stand out.”