A new investor narrative with Workiva keeping pace behind the scenes

New investor materials and reporting design reinforced a unique REIT proposition, while successful Workiva onboarding streamlined production.


At a glance

Sector

FTSE 100 real estate (REIT)

Client type

FTSE 100, REIT

Services delivered

Reporting, Brand


Insights

The IR team at SEGRO needed some fresh materials that could introduce the business and its dynamic proposition clearly to potential new generalist investors.

Beyond that, we needed to ensure the reporting production platform was just as sharp with Workiva properly set-up handle the pace and complexity of a FTSE 100 REIT.

We built a new set of investor materials that set out SEGRO’s unique proposition, then carried that direction through into the look and feel of the Annual Report and the Responsible SEGRO report.

In parallel, we onboarded SEGRO to Workiva and used Fuse and Flow to take friction out of the production cycle.

The impact

  • Investor materials that clearly articulate the SEGRO proposition

  • A consistent design language across the Annual Report and Responsible SEGRO report

  • Successful Workiva onboarding and a streamlined production process

What we delivered

  • Intro brochure to be used for new, generalist investors

  • Annual report design and production

  • Responsible SEGRO report design and production

  • Workiva set-up and onboarding

  • Fuse and Flow implementation for production efficiency

Modernising your IR materials or moving onto Workiva? We can do both at once.

Get in touch with the Design Portfolio team to talk through your own challenge.

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