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.