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Company analysis › Frontier developers

AI control assessment

Guidelight produces standards covering control, capability testing, and transparency (Control, capability and transparency standards). Their first published assessment covered control practices (logging, monitor efficacy, gated actions, circuit breaking, third-party review, containment plans). No company scored above 3 of 5 on any practice and the grades ran from C+ (Anthropic, OpenAI) to F (Meta).

AI capabilities and scenarios › Single and catastrophic scenarios

AI 2040: Plan A

A detailed policy scenario created by the team behind AI 2027 exploring actions to delay the development of superintelligence until 2040.

Company analysis › Frontier developers

AI Safety Index - Summer 2026 Edition

A panel of seven independent experts grades nine companies across 37 indicators in six domains (risk assessment, current harms, safety frameworks, existential safety, governance and accountability, information sharing). Summer 2026 grades ranged from C+ (Anthropic) to F (xAI, DeepSeek, Mistral) and the index includes company-specific recommendations.

AI capabilities and scenarios › AI capability reviews and trends

Preliminary Report of the Independent International Scientific Panel on AI: Evidence-based assessment of opportunities, risks and impacts

A UN report by a panel of experts that covers AI capabilities, risks, access, market structure and governance. It is equivalent to the International AI Safety Report.

Company analysis › Frontier developers

SaferAI Ratings 2026

SaferAI scores twelve developers’ published frameworks on 65 weighted criteria across four dimensions: risk identification, risk analysis and evaluation, risk treatment, and risk governance. July 2026 scores ran from 35% (Anthropic) to 8% (Cohere). The methodology is published in Evaluating AI Providers’ Frontier Safety Frameworks and there is a companion report on emerging best practices (July 2026).

Investor frameworks and guidance › Investor publications

Global AI Governance: Frameworks in Formation

Report on evolving AI governance frameworks

AI capabilities and scenarios › Mainstream scenarios

AI Scenarios 2030: Helping policymakers plan for the future of AI

A set of five scenarios published by the UK government. The scenarios vary on six dimensions: capability, access, security, adoption, labour displacement and global cooperation. The scenarios are slow burn, open frontier, augmented growth, transformation economy, and take-off.

Investor frameworks and guidance › Investor publications

ESG Thema #23 - Digital Transition Series - The Social Dimensions of Responsible AI Deployment

A framework for investor stewardship on the social dimensions of AI

Company analysis › Frontier developers

xAI: The Unpriced Risk in SpaceX’s IPO

A group of AI governance non-profits published a report on xAI around the SpaceX IPO (Guidelight AI Standards, LASST, Encode AI, The Midas Project). This report included an assessment of four frontier AI developers against six critical AI governance practices.

AI capabilities and scenarios › Single and catastrophic scenarios

Europe 2031

A scenario published by the Arq Foundation on the risks to Europe from failing to catch up on AI.

Corporate AI governance › Corporate frameworks / guidance

Model AI Governance Framework for Agentic AI

Guidance for organisations on deploying agentic AI.

Corporate AI governance › Corporate frameworks / guidance

Corporate AI Risk Assessment Framework

The Corporate AI Risk Assessment Framework provides a basis for companies and external parties, including investors, to evaluate the management of AI-related risk.

Company analysis › Frontier developers

Frontier Risk Report

METR published a summary of its assessments of Anthropic, Google, Meta and OpenAI. Unlike the framework comparison above, this uses model access, questionnaires, agentic evaluations and red-teaming, with company review before publication. However, the report does not include the detailed company assessments.

Investor frameworks and guidance › Reviews of investor approaches

The Role of Investors in AI Governance

Review of the current approach of investors to AI governance and what would help.

AI capabilities and scenarios › AI capability reviews and trends

2026 AI Index Report

This is an annual report reviewing the state of the AI industry covering model performance; R&D; compute; economic impact; use in science, medicine, and education; and policy and governance. At 400+ pages it is a detailed review for investors

Investor frameworks and guidance › General

Briefing Paper: AI in Your Portfolio

Investor briefing on responsible AI

Investor frameworks and guidance › General

Responsible AI in practice: 2025 guidance for investors

Questions investors should ask on responsible AI

Investor frameworks and guidance › Investor publications

Responsible AI: Building trust and long-term value in the age of algorithms

Responsible AI investing framework

AI capabilities and scenarios › Reviews of scenarios and forecasts

Artificial General Intelligence Forecasting and Scenario Analysis

This report reviews AI forecasting and usefulness to policymakers. Chapter 4 - Understanding Disagreement: The Cruxes - is the most useful to investors as it outlines the three key questions that differentiate scenarios - capability, diffusion, and take-off.

Corporate AI governance › Disclosure frameworks and data

Governance that Performs: Oversight Risk and Return Signals in Tech

Analysis of AI governance of 52 companies

Corporate AI governance › Disclosure frameworks and data

Responsible AI in practice: 2025 global insights from the AI Company Data Initiative

Corporate survey based on UNESCO's Recommendation on the Ethics of AI.

Investor frameworks and guidance › Private markets

Responsible AI: The VC Perspective

Review of VC approach to responsible AI

Investor frameworks and guidance › Investor publications

AI Governance: Protecting portfolios in an AI driven world

Framework for AI governance

Corporate AI governance › Corporate frameworks / guidance

OECD Due Diligence Guidance for Responsible AI

This report provides practical guidance to enterprises for implementing OECD standards on responsible business conduct (RBC) and the OECD AI Principles when developing and using AI.

Investor frameworks and guidance › General

Investor Advocacy on Artificial Intelligence: A new Resource from SHARE

Investor briefing on responsible AI

Investor frameworks and guidance › Reviews of investor approaches

AI in the Boardroom 2025: Stewarding Workers’ Capital in the Age of System-Level AI Risk

Analysis of proxy voting on responsible AI resolutions in 2025.

Investor frameworks and guidance › Reviews of investor approaches

AI Stewardship in Motion: How First-Mover Asset Owners and Asset Managers are Responding to AI Risks

Review of investor approach to responsible AI in proxy voting and engagement.

AI capabilities and scenarios › Mainstream scenarios

Exploring possible AI trajectories through 2030

A set of four scenarios on the capabilities of AI published by the OECD. This has scenarios ranging from progress stalling to AI equalling or surpassing human capabilities across most or all activities by 2030. The report states all scenarios are plausible. The scenarios are focused on model capabilities, rather than other dimensions such as regulation, adoption and incidents.

AI capabilities and scenarios › AI capability reviews and trends

International AI Safety Report 2026

This is a regular review of AI capabilities and risks authored by over 100 AI experts. The 2026 version covers model capabilities, risks and governance.

AI capabilities and scenarios › Mainstream scenarios

Foresight on AI: Scenarios for an AI-enabled World

A report by the Government of Canada presenting four AI scenarios for policymakers. The scenarios focus on different paths of adoption and disruption in the economy, rather than model capabilities.

AI capabilities and scenarios › Mainstream scenarios

Global Economic and Financial Implications of Artificial Intelligence

A report by the IMF on two scenarios and the economic and financial implications - baseline and runaway diffusion. They cover the potential for strained government finances as labour taxes reduce and social spending increases.

AI capabilities and scenarios › Mainstream scenarios

The Futures of Artificial Intelligence

A report from the European Commission with five 2040 scenarios with an optimistic outlook for the EU. For example, one scenario is that the EU’s ‘safety first AI’ leads to a technological advantage.

AI capabilities and scenarios › AI capability reviews and trends

Frontier AI Trends Report

The UK AI Security Institute is a lead organisation conducting evaluations of models. This report presents trends in model capabilities and risks.

Investor frameworks and guidance › Reviews of investor approaches

Plugging the AI transparency gap: Collective Impact Coalition for Ethical AI 2025 Progress Report

Progress report for the WBA Collective Impact Coalition for Ethical Artificial Intelligence (AI CIC).

Company analysis › Frontier developers

Common Elements of Frontier AI Safety Policies

Periodically updated comparison by METR of 12 developers’ frameworks. A qualitative rather than quantitative assessment to identify the recurring elements. Currently includes capability thresholds, evaluations and elicitation, weight security, deployment mitigations, conditions for halting, evaluation timing, and oversight by boards or third parties.

Company analysis › Frontier developers

Foundation Model Transparency Index

This annual index scores 13 developers on 100 disclosure indicators across upstream, model and downstream domains. The 2025 average fell to 41 of 100 from 58 in 2024 (IBM 95; xAI and Midjourney 14).

Investor frameworks and guidance › Private markets

Responsible AI Due Diligence Tool

Due diligence tool for VC for responsible AI

AI capabilities and scenarios › AI capability reviews and trends

Second Key Update: Technical Safeguards and Risk Management

Update on technical approaches to general-purpose AI risk management.

Company analysis › AI safety model evaluations

HELM Safety Leaderboard

The Stanford Center for Research on Foundation Models publishes a model safety leaderboard based on five safety benchmarks. Stanford also publishes a benchmark on emerging government regulations (AIR-Bench, Nov 2025).

AI capabilities and scenarios › Reviews of scenarios and forecasts

The Longitudinal Expert AI Panel: Understanding Expert Views on AI Capabilities, Adoption, and Impact

A research project analysing expert predictions of AI. This provides investors with analysis on consensus expectations.

AI capabilities and scenarios › AI capability reviews and trends

First Key Update: Capabilities and Risk Implications

Update on capabilities and risks

AI capabilities and scenarios › Mainstream scenarios

Advanced AI: Possible futures: Five scenarios for how the AI-transition could unfold

A report with five AI scenarios from the Centre for Future Generations. The scenarios are plateau, big AI, diplomacy, arms race and take-off.

Investor frameworks and guidance › Investor publications

Achieving Effective AI Governance - From Theory to Practice

Framework for AI governance

Corporate AI governance › Corporate frameworks / guidance

EU AI Code of Practice

Code of practice for AI model developers

Investor frameworks and guidance › Investor publications

Governing the Algorithm: Investor Priorities for Responsible AI

Principles for approach to responsible AI

Company analysis › Digital rights and data privacy

RDR Index: Big Tech Edition

Ratings of 14 of the world's largest digital platforms.

AI capabilities and scenarios › Single and catastrophic scenarios

AI as Normal Technology

An essay arguing that AI should be thought of as a normal general-purpose technology like the internet or electricity.

AI capabilities and scenarios › Single and catastrophic scenarios

AI 2027

Presents a timeline from mid-2025 to the end of 2027 with a possible loss of control to AI. While many investors may find the ending extreme it outlines key tipping points and current developments are following its predictions.

AI capabilities and scenarios › Mainstream scenarios

How Artificial General Intelligence Could Affect the Rise and Fall of Nations

A report by RAND with eight scenarios on the geopolitics of AI.

AI capabilities and scenarios › AI capability reviews and trends

International AI Safety Report 2025

Comprehensive review of scientific research on the capabilities and risks of general-purpose AI systems.

AI capabilities and scenarios › Mainstream scenarios

Futures of Global AI Governance:

Four scenarios 1) Ideal scenario: Inclusive governance, share prosperity, 2) Suboptimal scenario: Cautious and controlled, 3) Suboptimal scenario: Fast and furious, and 4) Worst-case scenario: Breakthroughs backfire.

Investor frameworks and guidance › General

Responsible AI ESG Framework for investors

Responsible AI ESG framework for investors

Investor frameworks and guidance › Private markets

Human Rights Toolkit for Venture Capital General Partners

This resource from the UN B-Tech Project establishes a six-step framework designed to help venture capital (VC) general partners (GPs) understand how to assess technology startups’ human rights risks before investment and how to use their leverage to help portfolio startups identify and address these risks on an ongoing basis.

Investor frameworks and guidance › Private markets

Human Rights Toolkit for Venture Capital Limited Partners

This resource from the UN B-Tech Project establishes a six-step framework designed to help venture capital (VC) limited partners (LPs) understand how to assess general partners’ (GPs) approaches to technology startups’ human rights risks and how to encourage GPs to improve these approaches.

Investor frameworks and guidance › General

Responsible AI Playbook for Investors

Guide for investors on responsible AI engagement

Corporate AI governance › Principles

Principles for trustworthy AI

10 AI principles initially published in 2019 and updated in 2024.

Investor frameworks and guidance › General

Artificial Intelligence and Human Rights Investor Toolkit

RIAA guide for investors on financial and human rights risks from AI

Investor frameworks and guidance › General

Responsible AI Quick Guide for Asset Owners

Guide for asset owners on responsible AI

Investor frameworks and guidance › General

Artificial intelligence: An engagement guide

ICGN investor guide on AI

Investor frameworks and guidance › Private markets

Human Rights Risks in Tech: Engaging and Assessing Human Rights Risks Arising from Technology Company Business Models

This tool provides a series of “engagement cards” for investors to use in modeling their engagement with technology companies. Each card is a self-contained guide to engaging companies on a discrete issue connected to business model-related human rights risks.

Corporate AI governance › Corporate frameworks / guidance

ISO/IEC 42001:2023

International standard setting out requirements for establishing, implementing, maintaining and continually improving an AI management system.

Investor frameworks and guidance › Private markets

Responsible AI Startups (RAIS) Framework

Open-source resource aimed at fostering the safe and responsible application of AI. Based on the same resources Radical uses as part of its internal diligence and deliberation processes.

Corporate AI governance › Principles

Code of Conduct for Organizations Developing Advanced AI Systems

Code of conduct for advanced AI systems.

Company analysis › Digital rights and data privacy

WBA Digital Inclusion Benchmark

Assessment of 200 companies on digital inclusion using 15 indicators

Corporate AI governance › Corporate frameworks / guidance

NIST AI RMF 1.0

Voluntary US framework that helps organisations identify, assess and manage AI risks, organised around four functions: Govern, Map, Measure and Manage.

Corporate AI governance › Principles

Recommendation on the Ethics of Artificial Intelligence

Values, principles and policy recommendations.

Company analysis › Incident databases

AI Incident Database

Human created database of AI incidents

Company analysis › Frontier developers

AI Policy Watchtower

Logs changes to, and breaches of, the safety policies, model cards and model specifications of OpenAI, Anthropic, Google, xAI, Meta, Microsoft and three smaller developers. It also tracks whether each change was disclosed. This grew out of the project’s Seoul Commitment Tracker (February 2025), which found six of the original sixteen signatories had not met their Seoul commitments, although this has now been surpassed by legislation.

Company analysis › AI safety model evaluations

AI Risk Assessments

Common Sense Media publishes risk assessments of AI models for use by children

Company analysis › AI safety model evaluations

AI Security Leaderboard

FAR.AI has a leaderboard assessing how hard it is to make frontier AI models produce harmful content (jailbreak).

Corporate AI governance › Corporate frameworks / guidance

AI Verify Testing Framework

Helps companies assess the responsible implementation of their AI system against 11 internationally recognised AI governance principles.

Company analysis › AI safety model evaluations

CAIS AI Dashboard

This is a dashboard of model evaluations covering a range of areas including a Risk index section.

Company analysis › Incident databases

Enforcement Tracker

Tracks GDPR fines

AI capabilities and scenarios › Reviews of scenarios and forecasts

Forecasting platform covering AI

A platform that aggregates forecasts from individuals covering a range of AI questions. Questions include a probability and comments with useful references.

Corporate AI governance › Disclosure frameworks and data

Hiroshima AI Process Reporting Framework

The Hiroshima AI Process Reporting Framework, run by the OECD since 2025, is a voluntary transparency mechanism for organisations developing advanced AI systems to publicly report how they follow the G7 Hiroshima Process International Code of Conduct.

Company analysis › Incident databases

MIT AI Incident Tracker

Categorises AI Incident Database

Company analysis › Incident databases

OECD AI incidents and hazards monitor

AI incident tool based on automatically assessing news

AI capabilities and scenarios › AI capability reviews and trends

Trends in Artificial Intelligence

Epoch AI is a non-profit that publishes analysis on AI capabilities. It is well presented and concise. It is a very useful resource for investors.

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