Empowered Stewardship

Empowered Stewardship

Empowered Stewardship

Root enhances investor stewardship with fast, transparent and customised proxy season analysis

Root enhances investor stewardship with fast, transparent and customised proxy season analysis

Root enhances investor stewardship with fast, transparent and customised proxy season analysis

Supported by

Industry-Leading Stewardship Solutions

Root automatically gathers intelligence concerning the annual general meetings, resolutions and ESG performance of 1,000s of companies and structures the information into reports, datasets, or custom analysis aligned with specific voting policies

Root automatically gathers intelligence concerning the annual general meetings, resolutions and ESG performance of 1,000s of companies and structures the information into reports, datasets, or custom analysis aligned with specific voting policies

ESG Analysis

Root reviews the climate, nature, social and governance performance of 1,000s of companies, aligned with standard frameworks

Standard Proxy Analysis

Root instantly generates proxy reports for the largest UK and US companies on the day AGMs are announced, to support early engagement

Custom Proxy Analysis

Root can align its reports and analysis to specific voting policies, providing tailored research and voting recommendations on complex topics

What makes Root different?

Transparency

Transparency

See exactly where the information we generate is coming from

See exactly where the information we generate is coming from

Tailored

Tailored

We can customise the information according to your portfolio or research

We can customise the information according to your portfolio or research

Near real-time

Near real-time

We process documents through our frameworks as they are published

We process documents through our frameworks as they are published

Cost-effective

Cost-effective

Our use of LLMs makes our data extraction cheaper than manual collection

Our use of LLMs makes our data extraction cheaper than manual collection