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This collaboration between TransCap Initiative and Mutua explores how LLM and GenAI capabilities can be harnessed to augment human work in systemic investing.

As such, it also seeks to establish a framework for responsible innovation in the field, setting out its constituent processes and indicating how and where emerging technologies are currently being adopted to facilitate or enhance them, how and where they might be adopted in the future, as well as the risks involved in doing so.

A key objective is to build the field’s capacity to engage thoughtfully with these technologies and nurture a community of technologists and system change-makers who critically integrate AI into their work, ensuring its use advances meaningful and equitable transformation.

We welcome your feedback to refine this framework so our work can become more valuable to the ecosystem. Get in touch with André Ticoulat: [email protected]

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Table of Content 

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Acknowledgments

We would like to extend our sincere gratitude to the following expert voices from across SI and adjacent fields: Dominic Hofstetter, Madeleine Lewis, Michel Rassy, Jason Jay, Alban Yau, Steve Waddell, Rory Tews, and Alison Fort for their feedback on this report. Their insights, suggestions, and expertise have refined our work and enhanced its overall quality. We deeply appreciate the time and effort they dedicated to supporting this project.

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