Amplifying Investor Stewardship with
Better Intelligence.
Amplifying Investor Stewardship with
Better Intelligence.
Amplifying Investor Stewardship with
Better Intelligence.
Amplifying Investor Stewardship with
Better Intelligence.
Root provides AI‑driven proxy, governance & climate intelligence about portfolio companies for stewardship teams. Tailored to individual policies and strategies.
Root provides AI‑driven proxy, governance & climate intelligence about portfolio companies for stewardship teams. Tailored to individual policies and strategies.
Root provides AI‑driven proxy, governance & climate intelligence about portfolio companies for stewardship teams. Tailored to individual policies and strategies.



Our solutions
Based on industry-leading frameworks, best practices and regulatory requirements, our solutions support institutional investors and owners with unique intelligence and in-depth reports, analysing companies' governance practices and climate transition plans.
Our solutions
Based on industry-leading frameworks, best practices and regulatory requirements, our solutions support institutional investors and owners with unique intelligence and in-depth reports, analysing companies' governance practices and climate transition plans.
Proxy Advice

Our proxy reports are tailored to your custom policies and available within days of an AGM being announced, to support early engagement and decision-making.
Proxy Advice

Our proxy reports are tailored to your custom policies and available within days of an AGM being announced, to support early engagement and decision-making.
Board Election
Analysing board leadership, composition and skills
Remuneration
Dissecting complex remuneration policies
Shareholder Proposals
Assessing content, relevance and necessity
Say-on-Climate
Detailed analysis of transition plans
Capital Structure
Analysing share issuance or buy-backs
And other routine votes
such as political donations, dividends and auditors
Proxy Advice

Our proxy reports are tailored to your custom policies and available within days of an AGM being announced, to support early engagement and decision-making.
Board Election
Analysing board leadership, composition and skills
Remuneration
Dissecting complex remuneration policies
Shareholder Proposals
Assessing content, relevance and necessity
Say-on-Climate
Detailed analysis of transition plans
Capital Structure
Analysing share issuance or buy-backs
And other routine votes
such as political donations, dividends and auditors
Proxy Advice

Our proxy reports are tailored to your custom policies and available within days of an AGM being announced, to support early engagement and decision-making.
Board Election
Analysing board leadership, composition and skills
Remuneration
Dissecting complex remuneration policies
Shareholder Proposals
Assessing content, relevance and necessity
Say-on-Climate
Detailed analysis of transition plans
Capital Structure
Analysing share issuance or buy-backs
And other routine votes
such as political donations, dividends or auditors
Transition Plan Analyses

Our transition plan reports provide transparent and detailed analysis of companies' transition plans, aligned with standard investor and stewardship frameworks.
Transition Plan Analyses

Our transition plan reports provide transparent and detailed analysis of companies' transition plans, aligned with standard investor and stewardship frameworks.
Commitments
Summary of all climate commitments of a company
Disclosure
Analysis of the company's climate disclosures
Targets
Analysis of short-, medium and long-term climate targets
Implementation
Analysis of the decarbonisation progress
Governance
Analysis of the company's climate governance
Engagement
Analysis of the supplier engagement and lobbying
Transition Plan Analyses

Our transition plan reports provide transparent and detailed analysis of companies' transition plans, aligned with standard investor and stewardship frameworks.
Commitments
Summary of all climate commitments of a company
Disclosure
Analysis of the company's climate disclosures
Targets
Analysis of short-, medium and long-term climate targets
Implementation
Analysis of the decarbonisation progress
Governance
Analysis of the company's climate governance
Engagement
Analysis of the supplier engagement and lobbying
Transition Plan Analyses

Our transition plan reports provide transparent and detailed analysis of companies' transition plans, aligned with standard investor and stewardship frameworks.
Commitments
Summary of all climate commitments of a company
Disclosure
Analysis of the company's climate disclosures
Targets
Analysis of short-, medium and long-term climate targets
Implementation
Analysis of the decarbonisation progress
Governance
Analysis of the company's climate governance
Engagement
Analysis of the supplier engagement and lobbying
Tailored stewardship intelligence
We recognise that high‑quality stewardship can’t be delivered through off‑the‑shelf research. We therefore customise our proxy advice and transition‑plan analyses—scope, metrics, materiality thresholds—to your own policies and engagement strategies. The result is decision‑ready insight that underpins clearer voting rationales, sharper engagement targets and clear stewardship priorities.
Tailored stewardship intelligence
We recognise that high‑quality stewardship can’t be delivered through off‑the‑shelf research. We therefore customise our proxy advice and transition‑plan analyses—scope, metrics, materiality thresholds—to your own policies and engagement strategies. The result is decision‑ready insight that underpins clearer voting rationales, sharper engagement targets and clear stewardship priorities.
UK Policy
US Policy
Climate Funds
Client A
Portfolio Manager A & B
High Emitters
Net Zero Policy
Small & Medium PLCs
UK Policy
US Policy
Climate Funds
Client A
Portfolio Manager A & B
High Emitters
Net Zero Policy
Small & Medium PLCs
UK Policy
US Policy
Climate Funds
Client A
Portfolio Manager A & B
High Emitters
Net Zero Policy
Small & Medium PLCs
01. Simply provide us with your policies
Provide us with one or multiple policies, alongside you decision-making threshold and criteria. We also offer our default corporate governance and transition plan frameworks, or variations of it tailored to our clients' stewardship strategy.
UK Policy
US Policy
Climate Funds
Client A
Portfolio Manager A & B
High Emitters
Net Zero Policy
Small & Medium PLCs
01. Simply provide us with your policies
Provide us with one or multiple policies, alongside you decision-making threshold and criteria. We also offer our default corporate governance and transition plan frameworks, or variations of it tailored to our clients' stewardship strategy.
02. We tailor our models
to your policy
We tailor our models to capture and analyse to make informed voting and engagement decisions. This also involves cross-checking our results against your voting history and integrating initial feedback on our outputs.
02. We tailor our models
to your policy
We tailor our models to capture and analyse to make informed voting and engagement decisions. This also involves cross-checking our results against your voting history and integrating initial feedback on our outputs.
03. Simple integration into existing processes
We offer custom delivery to smoothly integrate into your existing stewardship workflows, but also offer simple PDFs and CSVs to minimise friction with existing processes.
03. Simple integration into existing processes
We offer custom delivery to smoothly integrate into your existing stewardship workflows, but also offer simple PDFs and CSVs to minimise friction with existing processes.
Our value proposition
Our value proposition
Our value proposition
Customised
Analysis can be fully tailored to reflect client-specific voting, stewardship and investment policies
Analysis can be fully tailored to reflect custom voting, stewardship and investment policies
Customised
Analysis can be fully tailored to reflect client-specific voting, stewardship and investment policies
Fast
Reports produced in near real-time, meaning insights are available weeks earlier than existing solutions
Fast
Reports produced in near real-time, meaning insights are available weeks earlier than existing solutions
Cost Efficient
AI enables Root to make high-quality and custom research available at a lower price than existing solutions
Cost Efficient
AI enables Root to make high-quality and custom research available at a lower price than existing solutions
Transparent
Every analysis is supported by detailed and transparent reasoning and citations
Transparent
Every analysis is supported by detailed and transparent reasoning and citations
Featured analysis
Featured analysis
17 April 2025
Analysis: BHP's reset strategy

10 April 2025
Overview: US Shareholder Climate Resolutions

7 April 2025
Overview: UK Transition Plan Votes


17 April 2025
Analysis: BHP's reset strategy

10 April 2025
Overview: US Shareholder Climate Resolutions

7 April 2025
Overview: UK Transition Plan Votes

17 April 2025
Analysis: BHP's reset strategy

10 April 2025
Overview: US Shareholder Climate Resolutions

7 April 2025
Overview: UK Transition Plan Votes


17 April 2025
Analysis: BHP's reset strategy

10 April 2025
Overview: US Shareholder Climate Resolutions

7 April 2025
Overview: UK Transition Plan Votes

What our clients say
"The customisation is incredibly accurate and finds information we missed before."
Proxy Voting Analyst
Asset Manager
"With Root we can start engaging weeks earlier and without time pressure."
Engagement Manager
Asset Manager
"Their analysis saves me hours of manual research against our policies."
Stewardship Analyst
Asset Manager
"Root's opens up new engagement possibilities for us as we receive data directly relevant to us, on scale."
Stewardship Lead
Pension Fund
"The customisation is incredibly accurate and finds information we missed before."
Proxy Voting Analyst
Asset Manager
"With Root we can start engaging weeks earlier and without time pressure."
Engagement Manager
Asset Manager
"Their analysis saves me hours of manual research against our policies."
Stewardship Analyst
Asset Manager
"Root's opens up new engagement possibilities for us as we receive data directly relevant to us, on scale."
Stewardship Lead
Pension Fund
About us
About us
Traditional proxy‑advisory and stewardship‑data services were built for a different era: One with fewer disclosures, simpler expectations and a narrower definition of risk.
Today, stewardship teams must parse thousands of pages of reports, reconcile diverging frameworks and still craft engagement that respects their own nuanced voting policies. Off‑the‑shelf research often arrives too late, follows a one‑size‑fits‑all template and hides its reasoning behind black‑box methodologies. The result: recommendations that may tick compliance boxes but rarely deepen the relationship between investors and the companies they own.
Root exists to re‑imagine that relationship. Our mission is to make stewardship a force for genuine partnership—where investors and companies work side by side to build resilient, inclusive and long-term business models. We believe that credible governance is crucial for a company's long-term success, and that transparent, evidence‑based insight is the bridge.
By harnessing AI to surface the story behind every disclosure, we aim to free stewardship teams from box‑ticking and empower them to ask better questions, spark richer dialogue and accelerate progress on the issues that matter most: to portfolios, to people and to the planet.
Traditional proxy‑advisory and stewardship‑data services were built for a different era: One with fewer disclosures, simpler expectations and a narrower definition of risk.
Today, stewardship teams must parse thousands of pages of reports, reconcile diverging frameworks and still craft engagement that respects their own nuanced voting policies. Off‑the‑shelf research often arrives too late, follows a one‑size‑fits‑all template and hides its reasoning behind black‑box methodologies. The result: recommendations that may tick compliance boxes but rarely deepen the relationship between investors and the companies they own.
Root exists to re‑imagine that relationship. Our mission is to make stewardship a force for genuine partnership—where investors and companies work side by side to build resilient, inclusive and long-term business models. We believe that credible governance is crucial for a company's long-term success, and that transparent, evidence‑based insight is the bridge.
By harnessing AI to surface the story behind every disclosure, we aim to free stewardship teams from box‑ticking and empower them to ask better questions, spark richer dialogue and accelerate progress on the issues that matter most: to portfolios, to people and to the planet.
Traditional proxy‑advisory and stewardship‑data services were built for a different era: One with fewer disclosures, simpler expectations and a narrower definition of risk.
Today, stewardship teams must parse thousands of pages of reports, reconcile diverging frameworks and still craft engagement that respects their own nuanced voting policies. Off‑the‑shelf research often arrives too late, follows a one‑size‑fits‑all template and hides its reasoning behind black‑box methodologies. The result: recommendations that may tick compliance boxes but rarely deepen the relationship between investors and the companies they own.
Root exists to re‑imagine that relationship. Our mission is to make stewardship a force for genuine partnership—where investors and companies work side by side to build resilient, inclusive and long-term business models. We believe that credible governance is crucial for a company's long-term success, and that transparent, evidence‑based insight is the bridge.
By harnessing AI to surface the story behind every disclosure, we aim to free stewardship teams from box‑ticking and empower them to ask better questions, spark richer dialogue and accelerate progress on the issues that matter most: to portfolios, to people and to the planet.

Frederick Fabian
CEO

Frederick Fabian
CEO

Frederick Fabian
CEO

Frederick Fabian
CEO

James Carter
CTO

James Carter
CTO

James Carter
CTO

James Carter
CTO
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