Proxy and Governance Analysis

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

Proxy Reports

Proxy Reports

In our proxy and governance reports, we dissect voting items and governance structures based on regulatory or industry-standard guidelines

Meeting details on upcoming AGMs, including links to all relevant documentation

Proxy Analysis on voting items, ranging from routine resolutions to shareholder resolutions or company strategy votes like transition plans

Governance Analysis on board composition, executive remuneration and review of committees

ESG-Based Evaluation

ESG-Based Evaluation

We also provide overviews of routine management resolutions through an ESG lens

Director Elections and Remuneration resolutions are reviewed in light of how well KPIs or committee structures are designed

Audit and annual reports are analysed to assess how well they incorporate material ESG risks

Strategy votes and shareholder proposals are analysed in light of their relevance, materiality and industry-practice

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-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

Check out our other solutions

ESG Strategy Analysis

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

Custom Proxy & ESG Analysis

Root's Proxy, Governance and ESG analyses are fully customisable, providing tailored research and voting recommendations according to custom voting and investment policies