Developing Hollard Investment’s first-ever retail-focused quarterly report

The challenge

Until 2025, Hollard Investments lacked a retail-friendly investment report. Despite its expertise and strong performance, the brand struggled to communicate effectively and accessibly with everyday investors. There was a clear need for a report that aligned with its warm, credible brand identity while demystifying complex market information.

The solution

Moop was engaged to create Hollard’s inaugural quarterly investment report. Our approach involved a comprehensive effort across content, design, and structure. The goal was to produce a publication that was both informative and engaging. This was achieved by incorporating clear sections, friendly language, and expert input, ensuring a balance between credibility and clarity.

The impact

The result is a standout piece of investor communication that is now issued every quarter. This report not only delivers a transparent view of how clients’ money is managed, establishing a new standard of trust and engagement for Hollard’s retail investors, but it also serves as a blueprint for the business. The insights and clear communication style developed for this report can now be consistently applied across various client-facing platforms, including investor roadshows and client feedback sessions, ensuring a cohesive and client-friendly message everywhere.

Strategic communications for organisations at the nexus of finance, technology, and impact.

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