Proxy Analysis Demo
Root instantly extracts and structures data concerning the annual general meetings, corresponding resolutions and ESG performance of over 4,000 UK and US companies. Our LLM powered tools enable stewardship teams to enhance their research capabilities and perform proxy season portfolio analysis at speed.
How it works
We source the reporting materials of 1,000s of global companies and extract information relevant to your needs. We already have extraction models automatically pulling information about shareholder meetings and ESG data
We structure the information that is extracted, through custom frameworks, to enrich the information further and provide powerful insights for multi-faceted decision making
Relate data points across industries and geographies relevant to your portfolios
Relate data points across companies, meetings and resolutions, for comparisons and benchmarking
We classify and categorise documents, meetings and resolutions to speed up research
Choose and criteria and objectives you want to evaluate your portfolio against
Governance Objectives (E.G. sustainability-linked executive remuneration)
Industry Standards and Disclosure Compliance (E.G. CSRD, TCFD, CA100, TPI, ISSB & many more)
Sector Specific Criteria (E.G. Human rights violations in Mining, Scope 3 disclosures in e-commerce.. etc..)
Set your decision-making matrix which our algorithms will evaluate on-goingly. Receive your custom recommendation, alongside transparent reasoning, references as well as additional insights to inform your final decision.
What makes Root different?
