Root Engagement Platform

Root是一家总部位于英国的金融科技中小企业，其核心项目团队由Frederick Fabian（首席执行官/产品经理），Freddie Stretch（首席财务官/项目经理）和Jude Otaibi（首席营销官/用户体验/UI设计师）组成。英国的交易平台经历了显著的增长，创造了直接投资于英国股票和股票的个人数量的激增。然而，这些散户投资者中只有8%与他们持有股份的公司有联系，尽管86%的人表达了这样做的愿望。此外，由于受托责任报告要求的不断发展和零售客户信息的不足，资产管理公司和上市公司（plc）现在面临着越来越大的风险。这对散户投资者的短期影响是，在PLC的决策中仍然缺乏代表。此外，资产管理公司和plc将保持高成本，以跟上快速增长的散户投资者市场和不断变化的信托责任法规。如果资产管理公司和公司继续不反映80%的散户投资者希望在投资中考虑可持续性，那么长期影响是plc缺乏环境、社会和治理行动。为了应对这一挑战，Root正在开发一个数字参与平台，该平台将简化其核心终端用户散户投资者的股东参与过程，同时鼓励与资产管理公司、plc和专业股东活动家的合作。

Root is a UK-based fintech SME with a core project team of Frederick Fabian (CEO/Product Manager), Freddie Stretch (CFO/Project Manager) and Jude Otaibi (CMO/UX/UI Designer). UK trading platforms have experienced significant growth, creating a boom in the number of individuals investing directly into stocks and shares in the UK. However, only 8% of these retail-investors engage with the companies they own shares in, despite 86% expressing a desire to do so. Moreover, asset managers and publicly listed companies (PLCs) are now at an increased risk due to evolving fiduciary duty reporting requirements and insufficient information on retail customers. The short-term implication for retail-investors is a continued lack of representation in PLC decision making. Moreover, asset managers and PLCs will maintain high costs to keep up with the fast-growing retail-investor market and evolving fiduciary duty regulations. The long-term impact is a lack of environmental, social and governance action from PLCs, if asset managers and companies continue to not reflect the 80% of retail-investors that want sustainability considered in their investments.To address this challenge, Root is developing a digital Engagement Platform that will simplify the shareholder engagement process for its core end-users retail-investors, while encouraging collaboration with asset managers, PLCs and professional shareholder campaigners.