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1. External financial reporting decisions
2. Planning, budgeting, and forecasting
3. Performance management
4. Cost management
5. Internal control
6. Technology and analytics
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1.1.10.1 Introduction to integrated reporting
Achievable CMA Part 1
1. External financial reporting decisions
1.1. Financial statements
1.1.10. Integrated reporting
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Introduction to integrated reporting

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Corporate reporting has traditionally focused on financial information, such as revenues, expenses, assets, and liabilities. These financial statements provide important insights into a company’s past performance and financial position. However, modern organizations create value through a much broader set of factors, including innovation, employee capabilities, environmental resources, and relationships with stakeholders.

As businesses increasingly rely on intangible resources and long-term strategies, traditional financial reporting alone is often insufficient to explain how organizations create value. In response, a new reporting approach known as integrated reporting has emerged to provide a more comprehensive view of corporate performance and strategy.

According to the International Integrated Reporting Council (IIRC), integrated reporting seeks to communicate how an organization creates value over time by linking financial information with nonfinancial information such as environmental, social, and governance factors.

Current institutional framework of integrated reporting

Integrated reporting was originally developed by the International Integrated Reporting Council (IIRC), which issued the International <IR> Framework to guide organizations in preparing integrated reports and communicating how value is created. Through a 2021 merger with the Sustainability Accounting Standards Board (SASB) and a 2022 consolidation into the IFRS Foundation, responsibility for this guidance now rests jointly with the ISSB and the IASB, who maintain it today as the Integrated Reporting Framework - a voluntary resource for connecting financial statements with sustainability-related disclosures.

Although the Integrated Reporting Framework is not a mandatory accounting standard, it plays an important role in modern corporate reporting by helping organizations explain how financial performance, sustainability considerations, and strategic decision-making are connected in the process of value creation.

Limitations of traditional corporate reporting

Historically, corporate reporting has evolved gradually as stakeholder information needs have expanded. Initially, financial statements served as the primary mechanism for communicating corporate performance. Over time, additional disclosures such as management commentary, governance reports, and footnotes were introduced to improve transparency.

Despite these developments, many stakeholders, including investors, continue to believe that traditional reporting does not fully explain the value creation process within organizations.

Several factors contribute to these limitations.

1. Increasing importance of intangible assets

Modern companies derive a large portion of their value from intangible assets such as:

  • intellectual property
  • technological capabilities
  • brand reputation
  • employee knowledge
  • organizational culture

Research suggests that tangible assets may represent only a relatively small portion of a company’s market value, highlighting the growing importance of intangible resources.

2. Incomplete information about long-term value creation

Traditional financial reports focus largely on historical financial performance. However, stakeholders are increasingly interested in understanding:

  • how strategy affects future performance
  • how companies manage risks and opportunities
  • how environmental and social factors influence long-term sustainability

Financial statements alone do not provide sufficient information about these issues.

3. Separation of financial and sustainability reporting

In many organizations, sustainability reports and financial reports are produced separately. Sustainability reports may include environmental or social metrics, but they often lack a clear connection to the company’s strategy and financial performance.

This separation makes it difficult for stakeholders to understand how financial and nonfinancial factors interact to create value.

Emergence of integrated reporting

Integrated reporting was developed to address these shortcomings by providing a holistic view of organizational performance.

Instead of presenting financial and nonfinancial information separately, integrated reporting combines these elements into a single report that explains how various resources and activities contribute to value creation.

Definitions
Integrated reporting
A reporting framework that communicates how an organization creates value over time by integrating financial and nonfinancial information in a single report.
Integrated report
A concise communication explaining how an organization’s strategy, governance, performance, and future prospects lead to value creation over the short, medium, and long term.
Integrated thinking
A management approach that considers the relationships among different resources, activities, and stakeholders when making decisions and managing the organization.

An integrated report therefore serves as a unified communication tool built around a defined set of content elements, including:

  • strategy
  • governance
  • performance
  • future outlook

within the broader context of the organization’s operating environment. These content elements, along with the six capitals, are covered in more depth in the next chapter.

This integrated approach helps stakeholders better understand how the organization generates sustainable value.

Relationship between integrated thinking, integrated reporting, and the integrated report

Integrated reporting is closely linked to the concept of integrated thinking.

Integrated thinking refers to the internal management process through which organizations consider the interactions between financial and nonfinancial factors when making strategic decisions.

The relationship among these concepts can be summarized as follows.

Concept Description
Integrated thinking Internal management process that considers the relationships among different resources and activities
Integrated reporting Reporting process that communicates how value is created
Integrated report Final report produced through the integrated reporting process

Integrated thinking is the foundation of integrated reporting.

Organizations must first adopt an integrated management perspective before they can effectively communicate value creation through an integrated report.

Purpose of integrated reporting

The primary purpose of integrated reporting is to explain how an organization creates value over time.

Unlike traditional financial reporting, which primarily focuses on short-term financial results, integrated reporting emphasizes long-term sustainability and strategic performance.

More specifically, integrated reporting aims to:

  • explain how an organization’s strategy and business model create value
  • show the relationship between financial and nonfinancial performance
  • improve transparency for investors and other stakeholders
  • encourage long-term decision making
  • highlight key risks and opportunities

Through this approach, companies can communicate not only what their financial results are, but also how those results are generated and sustained over time.

Value creation as the central concept

At the heart of integrated reporting is the concept of value creation. Organizations create value by transforming various resources into goods and services that generate benefits for both the organization and its stakeholders.

These resources include financial resources as well as human, intellectual, social, and environmental resources.

Integrated reporting seeks to explain how these resources interact through the organization’s business model and strategy to generate value in the:

  • short term
  • medium term
  • long term

Understanding how value is created requires examining the resources used by the organization and the way they are transformed through business activities. These resources are described in integrated reporting as the six capitals, which are discussed in the next section.

The relationship between integrated reporting and ESG

In recent years, environmental, social, and governance (ESG) issues have become increasingly important in corporate reporting. Investors, regulators, and other stakeholders increasingly expect organizations to disclose information about how they manage environmental risks, social responsibilities, and governance practices.

Definitions
ESG (environmental, social, and governance)
A set of criteria used by investors and other stakeholders to evaluate an organization’s environmental impact, social responsibility, and governance practices.

ESG reporting typically focuses on specific sustainability-related metrics and disclosures, such as carbon emissions, employee diversity, workplace safety, supply chain practices, or corporate governance structures.

Integrated reporting, however, has a broader objective. Rather than focusing only on sustainability metrics, integrated reporting explains how financial and nonfinancial factors combine to create value over time.

The relationship between the two approaches can be summarized as follows.

Concept Primary focus
ESG reporting Disclosure of environmental, social, and governance metrics
Integrated reporting Communication of how strategy, governance, and resources create value over time

ESG reporting focuses on sustainability performance metrics, while integrated reporting provides a broader narrative explaining how financial and nonfinancial factors contribute to long-term value creation.

As sustainability disclosure standards continue to evolve, particularly through the work of the International Sustainability Standards Board (ISSB), many organizations increasingly integrate ESG information into their broader corporate reporting frameworks.

  • Traditional financial reporting often fails to fully explain how modern organizations create value.
  • Integrated reporting combines financial and nonfinancial information into a single, coherent communication.
  • Integrated thinking refers to the internal management approach that connects different resources and activities.
  • The integrated report communicates how strategy, governance, and performance contribute to value creation.
  • The central objective of integrated reporting is to explain how organizations create value over the short, medium, and long term.
  • ESG (environmental, social, and governance) reporting focuses on specific sustainability-related disclosures, such as environmental impact, social responsibility, and governance practices.
  • Integrated reporting complements ESG reporting by providing a broader narrative that links sustainability factors with strategy, governance, and financial performance.

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Next  | 1.1.10.2 Value creation, the six capitals and the elements of an integrated report
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Introduction to integrated reporting

Corporate reporting has traditionally focused on financial information, such as revenues, expenses, assets, and liabilities. These financial statements provide important insights into a company’s past performance and financial position. However, modern organizations create value through a much broader set of factors, including innovation, employee capabilities, environmental resources, and relationships with stakeholders.

As businesses increasingly rely on intangible resources and long-term strategies, traditional financial reporting alone is often insufficient to explain how organizations create value. In response, a new reporting approach known as integrated reporting has emerged to provide a more comprehensive view of corporate performance and strategy.

According to the International Integrated Reporting Council (IIRC), integrated reporting seeks to communicate how an organization creates value over time by linking financial information with nonfinancial information such as environmental, social, and governance factors.

Current institutional framework of integrated reporting

Integrated reporting was originally developed by the International Integrated Reporting Council (IIRC), which issued the International <IR> Framework to guide organizations in preparing integrated reports and communicating how value is created. Through a 2021 merger with the Sustainability Accounting Standards Board (SASB) and a 2022 consolidation into the IFRS Foundation, responsibility for this guidance now rests jointly with the ISSB and the IASB, who maintain it today as the Integrated Reporting Framework - a voluntary resource for connecting financial statements with sustainability-related disclosures.

Although the Integrated Reporting Framework is not a mandatory accounting standard, it plays an important role in modern corporate reporting by helping organizations explain how financial performance, sustainability considerations, and strategic decision-making are connected in the process of value creation.

Limitations of traditional corporate reporting

Historically, corporate reporting has evolved gradually as stakeholder information needs have expanded. Initially, financial statements served as the primary mechanism for communicating corporate performance. Over time, additional disclosures such as management commentary, governance reports, and footnotes were introduced to improve transparency.

Despite these developments, many stakeholders, including investors, continue to believe that traditional reporting does not fully explain the value creation process within organizations.

Several factors contribute to these limitations.

1. Increasing importance of intangible assets

Modern companies derive a large portion of their value from intangible assets such as:

  • intellectual property
  • technological capabilities
  • brand reputation
  • employee knowledge
  • organizational culture

Research suggests that tangible assets may represent only a relatively small portion of a company’s market value, highlighting the growing importance of intangible resources.

2. Incomplete information about long-term value creation

Traditional financial reports focus largely on historical financial performance. However, stakeholders are increasingly interested in understanding:

  • how strategy affects future performance
  • how companies manage risks and opportunities
  • how environmental and social factors influence long-term sustainability

Financial statements alone do not provide sufficient information about these issues.

3. Separation of financial and sustainability reporting

In many organizations, sustainability reports and financial reports are produced separately. Sustainability reports may include environmental or social metrics, but they often lack a clear connection to the company’s strategy and financial performance.

This separation makes it difficult for stakeholders to understand how financial and nonfinancial factors interact to create value.

Emergence of integrated reporting

Integrated reporting was developed to address these shortcomings by providing a holistic view of organizational performance.

Instead of presenting financial and nonfinancial information separately, integrated reporting combines these elements into a single report that explains how various resources and activities contribute to value creation.

Definitions
Integrated reporting
A reporting framework that communicates how an organization creates value over time by integrating financial and nonfinancial information in a single report.
Integrated report
A concise communication explaining how an organization’s strategy, governance, performance, and future prospects lead to value creation over the short, medium, and long term.
Integrated thinking
A management approach that considers the relationships among different resources, activities, and stakeholders when making decisions and managing the organization.

An integrated report therefore serves as a unified communication tool built around a defined set of content elements, including:

  • strategy
  • governance
  • performance
  • future outlook

within the broader context of the organization’s operating environment. These content elements, along with the six capitals, are covered in more depth in the next chapter.

This integrated approach helps stakeholders better understand how the organization generates sustainable value.

Relationship between integrated thinking, integrated reporting, and the integrated report

Integrated reporting is closely linked to the concept of integrated thinking.

Integrated thinking refers to the internal management process through which organizations consider the interactions between financial and nonfinancial factors when making strategic decisions.

The relationship among these concepts can be summarized as follows.

Concept Description
Integrated thinking Internal management process that considers the relationships among different resources and activities
Integrated reporting Reporting process that communicates how value is created
Integrated report Final report produced through the integrated reporting process

Integrated thinking is the foundation of integrated reporting.

Organizations must first adopt an integrated management perspective before they can effectively communicate value creation through an integrated report.

Purpose of integrated reporting

The primary purpose of integrated reporting is to explain how an organization creates value over time.

Unlike traditional financial reporting, which primarily focuses on short-term financial results, integrated reporting emphasizes long-term sustainability and strategic performance.

More specifically, integrated reporting aims to:

  • explain how an organization’s strategy and business model create value
  • show the relationship between financial and nonfinancial performance
  • improve transparency for investors and other stakeholders
  • encourage long-term decision making
  • highlight key risks and opportunities

Through this approach, companies can communicate not only what their financial results are, but also how those results are generated and sustained over time.

Value creation as the central concept

At the heart of integrated reporting is the concept of value creation. Organizations create value by transforming various resources into goods and services that generate benefits for both the organization and its stakeholders.

These resources include financial resources as well as human, intellectual, social, and environmental resources.

Integrated reporting seeks to explain how these resources interact through the organization’s business model and strategy to generate value in the:

  • short term
  • medium term
  • long term

Understanding how value is created requires examining the resources used by the organization and the way they are transformed through business activities. These resources are described in integrated reporting as the six capitals, which are discussed in the next section.

The relationship between integrated reporting and ESG

In recent years, environmental, social, and governance (ESG) issues have become increasingly important in corporate reporting. Investors, regulators, and other stakeholders increasingly expect organizations to disclose information about how they manage environmental risks, social responsibilities, and governance practices.

Definitions
ESG (environmental, social, and governance)
A set of criteria used by investors and other stakeholders to evaluate an organization’s environmental impact, social responsibility, and governance practices.

ESG reporting typically focuses on specific sustainability-related metrics and disclosures, such as carbon emissions, employee diversity, workplace safety, supply chain practices, or corporate governance structures.

Integrated reporting, however, has a broader objective. Rather than focusing only on sustainability metrics, integrated reporting explains how financial and nonfinancial factors combine to create value over time.

The relationship between the two approaches can be summarized as follows.

Concept Primary focus
ESG reporting Disclosure of environmental, social, and governance metrics
Integrated reporting Communication of how strategy, governance, and resources create value over time

ESG reporting focuses on sustainability performance metrics, while integrated reporting provides a broader narrative explaining how financial and nonfinancial factors contribute to long-term value creation.

As sustainability disclosure standards continue to evolve, particularly through the work of the International Sustainability Standards Board (ISSB), many organizations increasingly integrate ESG information into their broader corporate reporting frameworks.

Key points
  • Traditional financial reporting often fails to fully explain how modern organizations create value.
  • Integrated reporting combines financial and nonfinancial information into a single, coherent communication.
  • Integrated thinking refers to the internal management approach that connects different resources and activities.
  • The integrated report communicates how strategy, governance, and performance contribute to value creation.
  • The central objective of integrated reporting is to explain how organizations create value over the short, medium, and long term.
  • ESG (environmental, social, and governance) reporting focuses on specific sustainability-related disclosures, such as environmental impact, social responsibility, and governance practices.
  • Integrated reporting complements ESG reporting by providing a broader narrative that links sustainability factors with strategy, governance, and financial performance.

More from Integrated reporting

  • Value creation, the six capitals and the elements of an integrated report
  • Benefits and challenges of integrated reporting