Re-imagining Stewardship Intelligence with Large Language Models (LLMs)

Frederick Fabian
Feb 10, 2025

Re-imagining Stewardship Intelligence
In today’s fast-moving sustainable investment world, data overload can slow even the most committed stewardship teams. Root was founded to change that. By pairing purpose-built AI agents with deep governance expertise, we bring you insights that are fast, transparent, and tailored to the way you vote and engage.
What We Do
1. Gather the right documents—instantly
We pull regulatory filings, annual reports, sustainability statements, and trusted web sources into one secure feed.
Where a report isn’t in a central repository, our agents hunt it down on the open web so nothing slips through the cracks.
2. Read like an experienced analyst—at machine speed
Large Language Models trained on governance codes, net-zero frameworks, and (optionally) your own voting policy flag what matters: meeting details, resolutions, ESG datapoints, climate underpins in pay, and more.
Each datapoint is stored with references, so you can trace every finding back to its source.
3. Enrich the raw facts with context
We link items to peer behaviour, historical voting outcomes, and cross-referenced filings, creating a living map of who said what, when, and why.
Data is classified and scored against either industry benchmarks (e.g., Net-Zero Alignment) or the custom criteria you specify.
4. Deliver clear, actionable intelligence
Proxy briefings, climate-transition deep-dives, or bespoke dashboards—choose PDF, spreadsheet, or API.
Every recommendation arrives with transparent reasoning so your team can engage or vote with confidence and consistency.
Why It Matters
Speed: Reports land within days of new disclosures, giving you time to act before the vote.
Customisation: From simple director-independence checks to nuanced just-transition metrics, you decide the rules; our AI provides the data.
Clarity: No black boxes—each insight comes with a human-readable explanation chain.
Looking Ahead: Proxy Season 2025
The next voting season is already on the horizon. We’re opening a handful of pilot slots to help asset managers and owners move from information overload to decisive, values-aligned action.
Ready to rethink stewardship? Let’s talk.