Case StudiesAgentic AI for investment research

400 sources synthesized across web and academia.

Project
Agentic AI for Investment Research
Client
Baillie Gifford (through UU/DT Lab)
Industry
Finance / Sustainable Investment
Role
AI Engineer / Consultant
Context

Baillie Gifford was exploring expansion into the Indian market and wanted to examine how systemic climate risks could affect investment portfolios and support discussion with investors and other stakeholders about sustainable investment strategies.

Challenge

This analysis required evidence from academic literature and web sources, structured around frameworks for modeling change in complex socio-technical systems. For each region and climate-risk driver, the team needed to identify relevant sources, examine the academic literature in depth, and synthesize the findings into material for portfolio analysis and workshop discussions at Baillie Gifford. Doing this manually meant substantial time spent searching, evaluating and selecting sources before synthesis could begin.

Approach

To automate this process, I built the research pipeline for the India market as part of a consulting project through Utrecht University's Center for Global Challenges and the Deep Transitions Lab, working within a cross-disciplinary team of professionals.

The system used a multi-agent researcher → writer → polisher architecture. A researcher agent gathered evidence from academic and web sources: academic search used Semantic Scholar, retrieved full papers, and used RAG to retrieve and synthesize evidence from them, while a custom SearxNG deployment was used by the agent to gather evidence from the web. A writer agent synthesized the findings into a structured report with citations, and a polisher agent refined the final output for clarity and consistency while preserving the source trail. The resulting reports were added to a shared knowledge base used by other parts of the project. Every research output retained citations back to its underlying sources.

Results & impact

The pipeline became the research layer behind the tools used in a live stakeholder workshop. It populated a shared knowledge base with structured, cited evidence from 400 academic and web sources across 10 Indian regions, which other members of the team used to build interactive tools for exploring systemic climate risks. The result was a quick, cited overview analysis in a fraction of the time it would have taken to fill the knowledge base by hand — with structured, source-grounded inputs that could be reused across the wider consulting project.

How it works

  • Multi-agent research
  • Academic search
  • Web search
  • RAG
  • Citation grounding

Tech stack

  • LangGraph
  • Semantic Scholar API
  • SearxNG
  • Qdrant
  • Docker

Have a similar problem?

Let's have a virtual coffee. We will talk about your workflow and see whether AI is a sensible way to improve it.