Root provides AI-driven proxy, governance, and climate intelligence for institutional investor stewardship teams, delivering tailored reports on portfolio companies' governance practices and climate transition plans. Its proxy advice and transition plan analyses are customized to individual policies and engagement strategies, enabling clearer voting rationales and sharper engagement targets.
Funding
Funding not disclosed
Founders
Product
Problem
Institutional investors face growing demands to exercise active stewardship over portfolio companies, yet they often lack timely, policy-aligned intelligence on governance practices and climate transition plans. Off-the-shelf research fails to account for each investor's unique voting policies, engagement strategies, and materiality thresholds, making it difficult to form clear voting rationales and prioritize engagement targets.
Solution
Root delivers AI-driven proxy, governance, and climate intelligence tailored to each investor's specific policies and strategies. Its proxy reports are available within days of an AGM being announced, covering board elections, remuneration, shareholder proposals, say-on-climate votes, capital structure changes, and routine matters. Transition plan analyses align with standard investor and stewardship frameworks, examining commitments, disclosure, targets, implementation, governance, and engagement. All reports are customized in scope, metrics, and materiality thresholds to support decision-ready insight for voting and engagement.
Target Audience
Primary customers are institutional investors and asset owners, including stewardship teams at pension funds, asset managers, and climate-focused funds that need policy-aligned governance and climate intelligence for portfolio companies.
Features
- Proxy reports tailored to custom policies, delivered within days of AGM announcement
- Board election analysis covering leadership, composition, and skills
- Remuneration analysis dissecting complex compensation policies
- Say-on-climate reports providing detailed analysis of transition plans
- Transition plan reports aligned with standard investor and stewardship frameworks
- Customizable scope, metrics, and materiality thresholds per client policy
- Coverage of routine votes including political donations, dividends, and auditors