2. Investoreports
Consistently lead the way in online reporting over the last
years
Standard Bank
...they provide value added guidance for our sites...
Datatec
...valuable insights and strategic direction...
CALBank
Within 4 weeks we had a modern, bespoke investor relations website....
8

3. Investoreports
We innovated, the rest followed…
...and now it’s time for another major shift that will change the
way SA issuers report online
...it’s based on hard facts, cold logic and will require you to
challenge your assumptions and practices

4. Primary disconnects
Issuer --- > to broad swathe of stakeholders
Impersonal, complex, verbose
Issuer ---- > to 21st century
In the age of Youtube, Twitter and Snapchat the primary
communication vehicle is a 100 - 300 page printed report?

5. Summary of this presentation
Biggest waste of time and resources ?
Creating HTML reports in the expectation that they will be
used by analysts, fund managers and other investment
professionals
The silliest idea ?
Copying print reports to HTML websites

6. Summary of this presentation
The new best idea ?
Create online reports that are:
•Crafted for the web
•Meet the requirements of the target audience
•Are engaging, thought provoking online experiences
•That create a sense of issuer/stakeholder community

7. Biggest waste of time and resources ?
Analysts and fund managers don’t want HTML or
e-books. They want print for their libraries and
PDFs for research
“Like PDFs for detail, prefer PDF to e-books as I know how
PDFs work. Not aware of HTML version really”
BNP Paribas Cadiz - Nic Dinham

8. So who are these people who consuming all these
pages ?
•Retail shareholders
•Staff
•Customers
•NGO’s and government departments
•And yes ...investment professionals

9. The silliest idea ?
Online reports should be copied from printed reports

10. The past generation of online reports are:
Created on the assumption that users are going to “READ”
online…
•Unusable
•Over complex
•Verbose
•Boring
•Packed with content few are ever going to look at (put it in a
PDF or Word file)

11. International research supports this premise

12. International research supports this premise

13. Best practice examples

14. Best practice examples

15. Best practice examples

16. A starting point..

17. How have changed to deal with this new era?
Pushing client’s to rethink their content strategies and work with
us to create true web reports (not just accepting what we are
given by the print agencies)
Restructured to resource a high level of interactive programming
Prepared a video hosting environment and established
relationships with various levels of suppliers
Added in our own print design and setting resource

18. Anglo Platinum will be the first client to engage the new era
Content and images have been interrogated for web relevance
Video and interactive elements are being created
Simple one page interface
...Liberty to follow...

19. Where to begin
Strategise for the online reports at the start of the process
Interrogate content and images for relevance
Plan video and interactive elements early
Style copy where it is wordy and verbose focusing on those
pages with more than 200 page-views
Work on corporate storytelling, what are the engaging stories
that support our strategy ?