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.