Custom Proxy Analysis

Root can easily customise its large language model frameworks with specific voting policies or evaluation requests to provide reports, research, data and voting recommendations tailored specifically to a single stewardship team's requirements

Request

Set up a call with us to discuss your needs and we will run a feasability test with our model

Request

Set up a call with us to discuss your needs and we will run a feasability test with our model

Request

Set up a call with us to discuss your needs and we will run a feasability test with our model

Customise

We will create a custom model aligned to your required evaluation criteria or voting policy

Customise

We will create a custom model aligned to your required evaluation criteria or voting policy

Customise

We will create a custom model aligned to your required evaluation criteria or voting policy

Deliver

We can then wrap this data within a personalised, customisable dashboard or deliver as a CSV

Deliver

We can then wrap this data within a personalised, customisable dashboard or deliver as a CSV

Deliver

We can then wrap this data within a personalised, customisable dashboard or deliver as a CSV

Voting Recommendations

We can review resolutions against specific voting policies, providing custom analysis and transparent recommendations to streamline proxy season:

Transparent Reasoning - we always provide clear sourcing of research and summaries to explain framework outcomes

ESG Specialists - we are able to use a mixture of our existing data points and extract new ones to review resolutions in line with sophisticated ESG benchmarks

Custom Research Reports

For enterprise clients we can integrate voting policies, or evaluation criteria, to produce tailored analysis reports

Review resolutions, or entire company strategies in line with your specific voting criteria

Map data to standard benchmarks like TPI, Climate Action 100+, Nature Action 100+ and many more

What makes Root different?

Transparency

See exactly where the information we generate is coming from

Tailored

We can customise the information according to your portfolio or research

Near real-time

We process documents through our frameworks as they are published

Cost-effective

Our use of LLMs makes our data extraction cheaper than manual collection

Check out our other solutions

ESG Analysis

Root reviews the climate, nature, social and governance performance of 1,000s of companies, aligned with standard frameworks

Find out more

Instant Proxy Analysis

Root instantly generates proxy reports for the largest UK and US companies on the day AGMs are announced, to support early engagement

Find out more