10097987Root Engagement PlatformClosedCollaborative R&DInnovate UKRoot is a UK-based fintech SME with a core project team of Frederick Fabian (CEO/Product Manager), Freddie Stretch (COO/Project Manager) and James Carter (CTO). Investor stewardship has grown increasingly complex, with asset managers facing mounting challenges due to time-intensive processes, evolving fiduciary duties, and insufficient transparency in traditional proxy voting solutions. On average, asset managers oppose 20% of the 80,000 resolutions they must evaluate annually, which span across 8,000 shareholder meetings. This results in an estimated 16,000 individual voting decisions that demand careful consideration. Despite this critical role, existing proxy advisory services fall short in providing the efficiency, cost-effectiveness, and customization needed for today’s demands. In response to these challenges, Root is building on its existing shareholder meeting tracker for retail investors to develop a transformative Proxy Season Intelligence platform that harnesses the power of Large-Language Models (LLMs) and generative AI. Tailored for proxy voting and ESG research, the platform delivers customized insights, accelerates the creation of proxy reports, and streamlines ESG intelligence gathering for thousands of companies. This approach addresses the shortcomings of traditional solutions by offering unparalleled speed, reduced costs, and greater alignment with asset managers’ policies. Root is committed to piloting its innovative solutions to redefine proxy voting and empower asset managers with actionable ESG intelligence for the future.