Fundhouse was founded in 2007 and is an independent, owner-managed firm providing specialised investment advice to our customers. We are an award-winning research firm, with expertise in fund manager research, asset allocation, portfolio construction and discretionary model portfolios. We separate out investment clarity from all the noise, by offering evidence-led, deeply researched investment opinions. Our mission is to be a force for good in financial services.

Invesco's Paul Causer and Paul Read to retire Columbia Threadneedle acquires BMO James Anderson to leave Baillie Gifford next year Fidelity EM Equity Team update Fundhouse Opinion: Budget 2021
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Increased fund manager M&A

Thursday, 8 Jul 2021
As part of our manager research process for a given fund, we will evaluate the corporate entity employing the investment team. Over the last five years, our team has had to focus more and more attention on fund groups that are merging with and/or acquiring other firms.
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We also take our role in the wider industry very seriously. We're passionate about encouraging carbon neutrality (and eventually carbon reduction), sustainable investment, improved corporate governance, improving broader environmental and social issues and the responsible allocation of capital. See our range of ESG services here.
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