Annual Report

Trends 2012

10K WRAPS 5 Who says print reports are dead?

10k Wraps are still on the rise, leading the pack with printed reports, and have increased 10% in the last 4 years,

according to the latest NIRI Survey; Traditional ARs and Summary Reports have held steady. The good news is that the

NIRI survey found that 87% of companies surveyed still produce some type of annual report.

10K WRAP

56% 66%

2006 2010

ASPEN INSURANCE

TRADITIONAL AR

32% 31%

2006 2010

THE PROGRESSIVE CORPORATION

SUMMARY REPORT

9% 10%

2006 2010

SOUTHERN COMPANY

ONLINE REPORTS

HTML VS. PDF?

HTML reports continue to grow with some survey’s reporting 52% of US companies and 42% of European companies

investing in HTML versions.

PDF reports can be a more economical solution, and are still preferred by some investment professionals. They are getting

much more advanced with embedded video, search-ability and links. Unfortunately the information in charts and graphs

will not come up in an internet search.

Many companies are providing both as United Technologies did, created by Ideas on Purpose, which gives the user

options.

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UNITED TECHNOLOGIES

‘ONLINE FIRST’ REPORTS

Online first reports are one of the hottest things happening with reports – these are reports that are designed for the online

user first, customized with tools like creating your own financial charts or creating searchable tables, with no print

companion or a at least a very secondary printable report.

Thomas Rosenmayr and his firm Nexxar in Austria are riding this wave specializing in Online First reports and this

Linde report is a great example of one of their Online First reports.

THE LINDE GROUP

VIDEO 3 Video online continues to grow over the last few years as we have seen video reports online posted on YouTube and Vimeo

and html reports with heavy video support for companies such as GE and Caterpillar.

Video is a great way to showcase a CEO’s vision as Booz Allen Hamilton did on their award-winning shareholder

letter and to focus on a companies business sectors, the United Technologies and Southern Company did in their

award-winning reports.

Many report photographers are also learning to shoot video, along with their award-winning photography like

Alan Shoemake and James Schnepf.

GENERAL ELECTRIC BOOZE ALLEN HAMILTON

SOUTHERN COMPANY

INTEGRATED REPORTS

Integrated reports are another emerging trend that feature the company as a whole, not only showcasing financial

performance reporting but also featuring CSR performance with GRI reporting.

Denmark’s Novo Nordisk was one of first international companies to do an integrated report in in 2004.

Today South Africa is leading the pack as they have legislature requiring companies to produce an integrated report.

The US is behind due to complications and hurdles with the FSC and IIRC. However, we have had some US companies

leading the way differentiating themselves such as Pfizer and United Technologies.

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NOVO NORDISK PFIZER UNITED TECHNOLOGIES

APPS for iPAD & MOBILE

With the unprecedented growth and

success of the iPad – 55 million sold in less

than two years this is a huge opportunity.

Plus with the ability to showcase the best of

both online and offline reports, iPads have a

huge potential for annual report application.

Just under 200 AR Apps for global

companies are available on iTunes and

under 25 Android AR Apps are available

today, so this is still in its infancy but has

huge potential.

GE has one of the most engaging iPad

reports with incredibly produced video

and interactive charts versus the majority

of companies only providing PDFs for

tablet usage.

Meanwhile jury is still out with Mobile

Phone Apps. Although both mobile phones

and tablets have Apps the design for each is

very different.

For Mobil Phone Apps, the graphics need

to be bold and simple, with minimal text –

not a very good medium for large annual

reports with lots of text. They are best used

to communicate a bold marketing message

or drive viewers to the online report.

So when it comes to Apps, the iPad seems

to be the big winner for now!

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Annual Report

Trends 2012