Oakley Capital Investments reporting: award-winning and accessible

Listed private equity vehicle Oakley Capital Investments (OCI) reporting is bright, colourful and engaging. Off the back of the increasing number of retail investors returning to the market, the OCI team are keen to ensure that their reporting makes the business easily understood, and feels relevant in 2023.

Written by
Friend

Share
Linkedin

Listed private equity vehicle Oakley Capital Investments (OCI) reporting is bright, colourful and engaging. Off the back of the increasing number of retail investors returning to the market, the OCI team are keen to ensure that their reporting makes the business easily understood, and feels relevant in 2023.

In our second year working with the company, we continued to make bold design choices and to push the envelope in terms of best-practice content, including a significantly enhanced ESG section. The report is highly interactive, and was built from the ground up with on-screen readers in mind. Our first report for Oakley also won an AIC Shareholder Communication Award during 2022.

Reasons to invest: The report opens with a strong articulation of OCI’s investment case, focusing on the access OCI affords to private companies, the opportunities presented by their portfolio, and the company’s edge when it comes to origination.

Much-needed clarity: One of the more tricky things that listed private equity vehicles face is how to clearly differentiate between the vehicle itself, and the manager of its assets. We worked hard to ensure this was clear in the business model description, and throughout.

A strong showcase: We helped put together strong, visual case study pages which highlight specific investments in OCI’s portfolio.

Complexity made accessible: Infographics are used to make complex processes as accessible as possible in the ESG section.

Written by
Friend

Share
Linkedin