For pension funds and foundations
The report a foundation board understands.
A pension fund invests through several asset managers and has to turn that into one report: one portfolio, the investment guidelines kept, the sustainability to the ASIP standard. And all of it for a board that does not deal with investments every day.
In use at
- Pax
- AXA
What decides it
Four things the report has to do
Across every manager
Every manager delivers differently. It is consolidated nonetheless into one view, in one currency, with one return — and beside it the contribution of each mandate.
Consolidation →Sustainability to the standard you have to meet
ESG risk against the benchmark, ratings, exclusions, controversies; CO₂ over time and by sector, the five largest emitters, the implied temperature rise; SDG alignment and fund look-through. To the ASIP standard and the Swiss Climate Scores, with data from MSCI and ISS ESG. For regulatory certainty we work with PwC.
ESG →Readable for a board
The same figures, at the depth the reader needs: the investment committee gets the metrics, the board gets the statement. Both reports come out of the same report tree — as a PDF for the meeting folder, on the web for the question in between, as Excel for whatever follows.
Web & print →Asking the report
A foundation board is made of people who do not deal with investments every day. In preview they ask the report directly: why the return sits behind the benchmark, what a position has cost. The answer comes out of the report’s own figures with its evidence, and the calculating happens in Core.
Conversational AI →
Operation
Operated and processed in Switzerland
Cinnamon Services AG runs Cinnamon in the Cinnamon Cloud, on Microsoft Azure in the Switzerland North region — and takes over the daily processing through to the reconciled closing if you wish.
Next step
An ASIP report, step by step
In half an hour we show on our sample book how a report to the ASIP standard comes about in Cinnamon — and clarify which data it would take at your end.
Free slots in the calendar, no Microsoft account needed.
Opens your mail client with the enquiry prepared.
Or call us:+41 44 454 84 84
Your contact
Thomas Tscherrig
Cinnamon · bmpi AG