Transforming reporting | Digital first | Showcase - Oakley Responsible Investment 2024

Showcase / Oakley Capital / Responsible Investment Report 2024

Taking the next step.

Digital-first sustainability reporting.

Oakley is an innovator in corporate communications, awarded with many high-profile awards for its digital-first approach to listed company reporting.

Building on these innovations, it was a natural step to enhance Oakley Capital’s sustainability reporting with a digital-first approach too.

Find out how Oakley achieved this with Reportl.

View Oakley's 2024 Sustainability Report

Full digital-first sustainability reporting

For 2024, Oakley Capital has produced a truly digital-first Responsible Investment report showcasing how complex information can be distilled into a digestible, easy-to-use online format with intuitive navigation and enhanced readability.

Featuring content based on CSRD requirements, this is also Oakley’s most in-depth and accessible report yet – mobile-friendly and more findable by Google and AI.

View Oakley's 2024 Sustainability Report

The story

The context

Oakley Capital is a leading private equity firm, partnering with ambitious founders and management teams to invest in outstanding mid-market businesses.

It actively monitors and steers sustainability performance across its portfolio of businesses, in addition to mitigating its own, relatively smaller, impacts.

As corporate reporting continues to digitise, Oakley Capital Investments (listed PE firm) has been a leader, and Oakley Capital (PE Funds) wanted to also reflect this approach in its sustainability reporting.

The challenge

Over the past year, Oakley’s portfolio companies prepared to report against the evolving CSRD framework, beginning with a ‘double materiality’ exercise, which generated new data and content.

Oakley published their first three Responsible Investment reports in print PDF format (2021-2023).

But as the content grows and needs to be easier to find, from 2024, the Oakley team wanted to move to digital-first – providing more transparent, accessible and engaging reports for stakeholders.

Given that the report is not printed, and the vast majority of readers access reports online, it makes sense for the digital-first process to lead the design and production, replacing print-first design processes.

The solution

Reportl’s ‘native HTML’ approach brings digital-first to reporting design and production, with minimal change to the report creation process.

Oakley Capital and their specialist design agency, Friend Studio, used Reportl to collaborate on content, design and editing throughout.

The report was published simultaneously in both digital and PDF, as soon as it had received Board sign-off, with none of the usual online or PDF production delays.

Reportl’s unique digital-first, multi-channel process enabled all formats to be designed ‘natively’ in web format (HTML).

The benefits

This new process efficiently delivers accessible, interactive online and PDF formats from one system, simultaneously. This is also ready for XBRL tagging (when required) using the relevant frameworks.

Oakley’s report is responsive to all screen sizes, and retains its interactive, accessible features on all devices. (It is estimated that 75% of stakeholders rely solely on their mobile phone to access digital information.)

Analytics data shows that ten times more users access an online report than download the PDF, but large increases in total engagement also show that the PDF and online versions are both vital to meeting stakeholders needs.

View Oakley's 2024 Sustainability Report