Showcase - Oakley Capital Digital Annual report 2024

The context

Oakley Capital Investments (OCI) is a FTSE 250 listed company, offering public investors access to Oakley's private equity (PE) portfolio and the returns it generates.

OCI’s reporting is a crucial tool for stakeholder engagement, building trust in the business and understanding of its investment case. They are a leading investor in digitisation and technology businesses, and they need their reporting and communications to reflect this.

The challenge

High-quality reporting communications is crucial to Oakley's strategy, but they face the same timing challenges as many reporters – following Board sign-off, the results announcement, report launch and ESEF filing must be completed the next morning.

Following the success of their 2023 digital-first report, the OCI team were keen to use the valuable analytics data to enhance areas of the report which attract the most users, to maximise stakeholder engagement.

And with the new requirements of Provision 29 of the UK Corporate Governance Code around the corner, the process needed to be ready for additional internal and audit committee controls.

The solution

In ‘year two’ of using with Reportl, OCI were keen to build upon their groundbreaking 2023 report – which took home seven trophies from six reporting and communications awards.

OCI’s 2024 report incorporates many improvements based on analytics captured from the prior report.

User's preferences guided the 2024 report’s content and structure, introducing more mobile-friendly, accessible and engaging graphics, video and animation at key points of the user journey.

The report showcases how high volumes of complex information can be distilled into a digestible and easy-to-follow story, while allowing for intuitive navigation and enhanced readability.