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    How Your Report can get Even Smarter

    At a recent Bloomberg Buy Side Forum, a panel discussed the potential impact of technology on the asset management industry, particularly on the need for change to attract next-generation investors, given their preferences in interacting and engaging with investments. We cannot stress enough how important it is to evolve for these “new” target audience. Lucky for IR professionals, due to the formality and sensitivity of investor communication, “evolving” does not require learning how to use Snapchat; a straight-forward approach is to combine two components: mobile and infographics.

    How to optimise your annual reports

    Component #1: Mobile

    We dedicate a large amount of our time accessing information on-the-go from mobile devices. According to the recent Mary Meeker 2016 Internet Trends Report, worldwide mobile users spend on average four to five hours and use 12 apps on their phones per day. Mr. Dick Wei, regional head of Internet Research at Credit Suisse, mentioned in the 6th Annual China Investment Conference last year, that about half of the Chinese born in the 1990s check their mobile phones every 15 minutes. A study released by Deloitte found that people in the United States across all age groups check their phones 46 times per day on average. Regardless which part of the world your target investors are located, mobile is the preferred medium for engagement and it must not be overlooked in nowadays’ investor communication and reporting. After all, when was the last time you found it convenient to read or analyze content directly from hardcopy and text-heavy reports?

    Component #2: Infographic

    Earlier this year, Hubspot has summarized 37 statistics about visual content and we find the following applicable to the IR function:


    Colored visuals increase people’s willingness to read a piece of content by 80%



    More information can be retained three days later when an image is paired

    In short, infographics draw attention and allow audience to actually absorb the message rather than just skimming through paragraphs of text. This is a concept that should definitely be considered when upgrading traditional black-and-white communication.

    The H5 Report


    The EQS H5 Report exclusive to our offices in Asia

    Acknowledging the grave impact and importance of these two components, we have created the EQS H5 Report  – a lively presentation of financial/investment highlights, functionally and aesthetically made for mobile viewers. The H5 Report consists of about 10 pages containing a combination of large texts with photos, illustrations of financial data, and subtle movements of animation. It is accessible via one URL link which can be easily opened and shared across social media channels and messaging apps, and can be read simply by swiping up and down one-handed. ANTA Sports (2020.HK) has made use of EQS H5 Report for their year-end result highlights accompanied with their full version annual report and webcast presentation.


    Our asian clients can purchase the H5 EQS Report now 

    The H5 Report has been well received by investors who look to gain a snapshot of a company’s performance to guide their timely investment decisions. In a world of information overload, the H5 Report help investors keep a clear mind while focusing on the most important takeaways.

    July 22, 2016
    July 22, 2016