Maximizing the Value of Your Annual Report
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The document discusses the importance of crafting effective annual reports, highlighting that they play a crucial role in investor relations and can positively impact perceived valuation. It emphasizes the need for strategic design, messaging, and various presentation formats to engage stakeholders, including retail investors who often rely on reports for investment decisions. Additionally, it covers the integration of digital formats and tools to enhance the annual report's reach and effectiveness.
Maximizing the Value of Your Annual Report
- 1. MAXIMIZING THE VALUE OF YOUR ANNUAL REPORT/ | Strategic Design |1
- 2. SPEAKERS/ CAROLINE BRUCKNER ANDREW PERRO cbruckner@equicomgroup.com aperro@equicomgroup.com | Strategic Design |2
- 3. SO, YOU ARE CREATING AN ANNUAL REPORT/ | Strategic Design |3
- 4. WHY IS IT SO IMPORTANT? | Strategic Design |4
- 5. IMPRESSIONS MATTER/ vs. | Strategic Design |5
- 6. UNIVERSITY OF MIAMI / UCLA STUDY 11PERCENT AVERAGE INCREASE OF PERCEIVED VALUATION | Strategic Design |6
- 7. RETAIL INVESTORS DO READ YOUR ANNUAL REPORT/ 70 69 80 P ERCENT PERCENT PERCENT FIND AR HELPFUL HELPFUL IN TRACKING HELPFUL IN IN STOCK-BUYING EXISTING STOCK TRACKING PORTFOLIO DECISION OWNERSHIP LONG-TERM | Strategic Design |7
- 8. A CAPTIVE 5 AUDIENCE/ MINUTES AVERAGE AMOUNT OF TIME SPENT READING AN ANNUAL REPORT | Strategic Design |8
- 9. EMPLOYEE EMPOWERMENT/ THE BEST EMPLOYEES CARE | Strategic Design |9
- 10. ONLINE POLL QUESTION NO. 1/ Do you currently A. Yes, we produce a front end messaging piece together with the financials produce a printed annual report? B. No, we only produce financials | Strategic Design | 10
- 11. GETTING STARTED/ management investor strategic relations design | Strategic Design | 11
- 12. THE ANNUAL REPORT SHOULD BE SEEN AS PART OF AN IR STRATEGY— NOT A ONE-OFF ENDEAVOUR/ messaging factsheet investor annual report presentation web | Strategic Design | 12
- 13. ASSET CREATION/ key statements messaging positioning | Strategic Design | 13
- 14. ASSET CREATION/ key statements messaging positioning maps process diagrams infographics pipelines charts | Strategic Design | 14
- 15. ASSET CREATION/ photograph executive team photograph facilities/products key statements messaging digital assets maps create videos positioning select typography process diagrams colour palette infographics pipelines charts | Strategic Design | 15
- 16. WHAT CAN WE DO WITH ALL THIS STUFF? | Strategic Design | 16
- 17. WHAT CAN WE DO WITH ALL THIS STUFF? Message Itati bero et hil in nectum est ma quatem ratus pores Itati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup- escilliae. Elibus aut ommoluptatem rectia cusda volup- tatin conseque rerferum harit, culluptatur sequam, core tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt sum fugitiatur, eumquam cum quis dolumqu idistiunt | Strategic Design | 17
- 18. WHAT CAN WE DO WITH ALL THIS STUFF? Message Message Itati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommolupta- tem rectia cusda voluptatin conseque rerferum harit, culluptatur Itati bero et hil in nectum est ma quatem ratus pores Itati bero et hil in nectum est ma quatem ratus pores sequam, core sum fugitiatur, eumquam cum quis dolumqu vitiaepre simil id milleni mustist otatia dolorupta vitiaepre simil id milleni mustist otatia dolorupta idistiunt eritem non conesti untore non porepera dolorpores doluptiatin peria quis sitione ctoresed modicit earcienti doluptiatin peria quis sitione ctoresed modicit earcienti magnam fugiaectem. Ut ma vollorat minctus, qui odi ab ipsum at quae volorios experfe ruptum sus nost molest ius es at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup- escilliae. Elibus aut ommoluptatem rectia cusda volup- tatin conseque rerferum harit, culluptatur sequam, core tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt sum fugitiatur, eumquam cum quis dolumqu idistiunt | Strategic Design | 18
- 19. WHAT CAN WE DO WITH ALL THIS STUFF? Message Message Itati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommolupta- tem rectia cusda voluptatin conseque rerferum harit, culluptatur Itati bero et hil in nectum est ma quatem ratus pores Itati bero et hil in nectum est ma quatem ratus pores sequam, core sum fugitiatur, eumquam cum quis dolumqu vitiaepre simil id milleni mustist otatia dolorupta vitiaepre simil id milleni mustist otatia dolorupta idistiunt eritem non conesti untore non porepera dolorpores doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup- doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup- magnam fugiaectem. Ut ma vollorat minctus, qui odi ab ipsum Message tatin conseque rerferum harit, culluptatur sequam, core tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt sum fugitiatur, eumquam cum quis dolumqu idistiunt Itati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommolupta- tem rectia cusda voluptatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt eritem non conesti untore non porepera dolorpores magnam fugiaectem. Ut ma vollorat minctus, qui odi ab ipsum | Strategic Design | 19
- 20. | Strategic Design | 20
- 21. PRINT/ TRADITIONAL TYPESET ANNUAL REPORT | Strategic Design | 21
- 22. PRINT/ TRADITIONAL TYPESET ANNUAL REPORT | Strategic Design | 22
- 23. PRINT/ COVER WRAP WITH FINANCIALS | Strategic Design | 23
- 24. PRINT/ MARKETING PIECE WITH POCKET FOR FINANCIALS 365 DAYS PER YEAR EXTEND THE LIFE OF YOUR FRONT-END MESSAGING PIECE | Strategic Design | 24
- 25. ONLINE/ FULL HTML CONTENT 50 P ERCENT RETAIL INVESTORS USE THE INTERNET TO MAKE DECISIONS | Strategic Design | 25
- 26. PRINT + ONLINE/ PRINT + SUMMARY WEBSITE | Strategic Design | 26
- 27. PRINT/ SUMMARY/PROGRESS REPORT | Strategic Design | 27
- 28. ONLINE POLL QUESTION NO. 2/ A. Yes, we produce a full html version of our annual report Do you currently B. Yes, we produce a summary produce an online version of our annual report online annual report? C. No, we only post a PDF version | Strategic Design | 28
- 29. ONLINE/ TRADITIONAL PDF | Strategic Design | 29
- 30. ONLINE/ INTERACTIVE PDF | Strategic Design | 30
- 31. ONLINE/ INTERACTIVE PDF | Strategic Design | 31
- 32. PRESENTATION/ CORPORATE/AGM PRESENTATION > | Strategic Design | 32
- 33. PRESENTATION/ SLIDESHARE | Strategic Design | 33
- 34. TABLET & MOBILE/ iPAD APP | Strategic Design | 34
- 35. TIMING IS EVERYTHING/ start early photography develop online concurrently management buy-in | Strategic Design | 35
- 36. ONLINE POLL QUESTION NO. 3/ A. 10 months or more How far in advance of filing B. 6-9 months do you start your C. 3-6 months annual report? D. 3 months or less | Strategic Design | 36
- 37. TRENDING NOW/ CEO MESSAGE – VIDEO IFRS/XBRL SOCIAL MEDIA INTEGRATED REPORTING | Strategic Design | 37
- 38. TRENDING NOW/ CEO MESSAGE – VIDEO IFRS/XBRL SOCIAL MEDIA INTEGRATED REPORTING | Strategic Design | 38
- 39. TRENDING NOW/ CEO MESSAGE – VIDEO IFRS/XBRL SOCIAL MEDIA INTEGRATED REPORTING | Strategic Design | 39
- 40. TRENDING NOW/ CEO MESSAGE – VIDEO IFRS/XBRL SOCIAL MEDIA INTEGRATED REPORTING | Strategic Design | 40
- 41. ONLINE POLL RESULTS | Strategic Design | 41
- 42. THANKS FOR ATTENDING/ Q&A/ | Strategic Design | 42
- 43. THANK YOU for more information, contact: Emily Gibbs, egibbs@equicomgroup.com Sarah Zupnik, szupnik@equicomgroup.com | Strategic Design Akthem Sumrain, asumrain@equicomgroup.com