Bountiful Financial
Bountiful builds faith-based indices through a proprietary AI-platform.
Bountiful Financial builds faith-based indices through a proprietary AI platform. In addition to leveraging investment-grade governance to transform religious teachings and adherents’ lived experiences into investment frameworks, datasets, and indices that asset managers, we are building a framework composer designed to translate spiritual doctrines and principles into actionable investment frameworks. The system will enable end-users to create personalized investment frameworks based on their principles while providing RIAs the ability to evaluate fund compliance.
Frameworks describe the doctrinal standards and principles governing investment categories. Datasets quantify product involvement, controversies, and a company’s positive or negative impact. Indices set thresholds that govern a company’s inclusion or exclusion from the index, directly informed by the datasets. And framework composition is generated by an LLM trained on faith-based texts and assets.
Nikos is a partner and CTO of Bountiful Financial. Through an AI-powered data transformation engine, Aion Labs built Bountiful's foundational data platform and is creating the proprietary AI framework composer.
Core Capabilities of the AI platform include:
- Translation of spiritual principles into codified taxonomies
- Automated investment screening based on LDS doctrine
- Personalized framework creation for end users
- Portfolio evaluation against LDS principles
- RIA compliance validation
The key challenge isn't so much the technical implementation of the form itself - that's relatively straightforward. The complexity lies in creating an intelligent system that can:
- Guide users through articulating their values in a way that can be translated to investment criteria
- Accurately map religious principles to concrete investment metrics
- Generate consistent and meaningful frameworks
- Select securities that truly align with the user's values