Custom Analysis - Root Intelligence

Custom Proxy & ESG Analysis

Our proxy, governance and ESG analysis are fully customisable, providing tailored research and voting recommendations according to custom voting, stewardship or investment policies.

Request

Set up a call with us to discuss your needs and we will run a feasability test with our model

Request

Set up a call with us to discuss your needs and we will run a feasability test with our model

Request

Set up a call with us to discuss your needs and we will run a feasability test with our model

Implement

We will implement a custom model aligned to your required evaluation criteria or voting policy

Implement

We will implement a custom model aligned to your required evaluation criteria or voting policy

Implement

We will implement a custom model aligned to your required evaluation criteria or voting policy

Deliver

Receive this custom analysis in the most approporiate format, such as PDF, CSV or JSON

Deliver

Receive this custom analysis in the most approporiate format, such as PDF, CSV or JSON

Deliver

Receive this custom analysis in the most approporiate format, such as PDF, CSV or JSON

Custom Voting Recommendations

We offer to review resolutions against custom voting policies, providing tailored analysis and transparent recommendations:

Custom criteria can be specified to our agents which then extract and analyse them transparently and in-depth across 1000s of meetings

Custom qualitative or quantitative decision-making thresholds can be chosen for the evaluation of standard or custom criteria

Custom Proxy, Governance and ESG Analysis

Root's AI agents are available for custom research services, analysing any data points for 1000s of companies and providing custom output formats

Any custom data points can be requested from our models, ranging from plans for hydrogen projects to risk oversight structures to use of offsets

Receive analysis as a one-off or regularly, as PDFs, CSVs or JSON

What makes Root different?

Transparency

Every analysis is supported by detailed and transparent reasoning and citations

Tailored

Analysis can be fully customised to reflect client-specific voting, stewardship and investment policies

Near real-time

Analysis is conducted in near-real-time, meaning insights are available weeks earlier than existing solutions

Cost-efficient

AI agents enable Root to make high-quality and custom research available at a lower price than existing solutions

What makes Root different?

Transparency

Every analysis is supported by detailed and transparent reasoning and citations

Tailored

Analysis can be fully customised to reflect client-specific voting, stewardship and investment policies

Near real-time

Analysis is conducted in near-real-time, meaning insights are available weeks earlier than existing solutions

Cost-effective

AI agents enable Root to make high-quality and custom research available at a lower price than existing solutions

What makes Root different?

Transparency

Every analysis is supported by detailed and transparent reasoning and citations

Tailored

Analysis can be fully customised to reflect client-specific voting, stewardship and investment policies

Near real-time

Analysis is conducted in near-real-time, meaning insights are available weeks earlier than existing solutions

Cost-efficient

AI agents enable Root to make high-quality and custom research available at a lower price than existing solutions

What makes Root different?

Transparency

Every analysis is supported by detailed and transparent reasoning and citations

Tailored

Analysis can be fully customised to reflect client-specific voting, stewardship and investment policies

Near real-time

Analysis is conducted in near-real-time, meaning insights are available weeks earlier than existing solutions

Cost-effective

AI agents enable Root to make high-quality and custom research available at a lower price than existing solutions

Check out our other solutions

Proxy & Governance Analysis

Our proxy and governance analysis is available for the largest UK and US companies within days of the AGM being announced, to support early engagement and internal decision-making

Find out more

ESG Strategy Analysis

We offer in-depth analysis on the climate, nature, social and governance performance for the largest UK and US companies, aligned with standard investor and stewardship frameworks

Find out more