Institutional clients
Pension funds, foundations, insurers. Consolidation across several asset managers, investment-guideline monitoring, ASIP-compliant sustainability reports, private equity metrics.
Investment reporting for banks and asset managers
Reporting your clients understand.
From the pension fund report through the mandate statement to the sustainability factsheet, for web, PDF, Word and Excel, from one source, in your brand.
See the examplesRequest a demo
PreviewPreview: the report answers questions about its own figuresIn use for
- BLKB
- AKB
- BKB
- BEKB
- SGKB
- Pax
- AXA
- Tellco
- and more …
Who it serves
Three segments, one platform
One platform serves all three segments. What differs is the report type, the depth and the tone, not the system behind it.
Private clients
Discretionary and advisory mandates. An investment report with performance, allocation, holdings and transactions, at the depth the mandate calls for.
Retail
Execution-only and fund distribution. Factsheets and custody statements at volume, produced automatically and delivered through the portal.
Examples
The problems we solve
Sample reports and published client documents. In production everything is produced with Cinnamon, our own platform; some marketing examples were laid out in InDesign. Every example can be opened.
Consolidate the assets
The assets sit with several managers, across asset classes and currencies. The client still wants one figure and one view.
Pension fund investment report
Strategy bandwidth check, BVV2 limits with traffic-light indicators and compliance rules: what a board of trustees has to see.
View PDF →
Investment report
The long form, 73 pages. Here the mortgage book by canton, income, loan-to-value and affordability.
View PDF →
Private client investment report
Overview with return against benchmark, allocation by asset class and by currency.
View PDF →Disclose sustainability
ESG ratings, emissions and ASIP requirements have to match the same figures as performance, whether in a report of their own or in the investment report.
ESG report to ASIP standard
Stewardship, ESG integration, Scope 1 and Scope 2 emissions, energy and water intensity.
View PDF →
ESG portfolio report
ESG rating distribution against benchmark, with explanations written for the client.
View PDF →Produce documents at volume
Factsheets in quantity, each current as at the reporting date, each in the institution's own brand. We produce them for BLKB, AKB and Pax month after month.
Fund factsheet, Pax
Profile, risk indicator, six-year performance and fund data on one page, produced at volume.
View PDF →
ESG factsheet, AKB
Sustainability policy, assets by ESG assessment, MSCI rating and exclusion criteria, per fund, every month.
View PDF →
ESG factsheet, BLKB
Same production line, different brand: overall ESG rating, exclusion criteria and top holdings by rating.
View PDF →Let clients help themselves
The same report in the browser rather than attached to an e-mail, with period selection, drill-downs and export.
Verda: live report
A complete mandate report, running here in the browser: chapters, figures, charts and tables. Scroll through it.
Open live →
Reporting portal
The same reporting in the browser: performance against benchmark, profit and loss, contribution analysis, interactive rather than a document.
Open view →Report illiquid assets
Private equity has no price times quantity. Commitments, capital calls, DPI and TVPI need a presentation of their own.
Private equity report
Commitments, capital calls, DPI and TVPI per vehicle: the metrics illiquid assets demand.
View PDF →As a service
We develop Cinnamon and run it for you
The Cinnamon Cloud is built to FINMA requirements. We run the platform, execute your production runs and deliver the reports. You keep report types, profiles and content in your own hands.
Built to FINMA requirements
Operation, data residency and outsourcing arranged for Swiss financial institutions.
Operation and runs with us
Reporting-date runs, resumption, monitoring, on our infrastructure.
How it is shaped stays with you
You change report types, profiles, parameters and editorial content yourself, while the system runs.
Institutions using our Cinnamon platform as a service
- BLKB
- AKB
- BKB
- BEKB
- Pax
- AXA
- Tellco
- and more …
The supplier
Why institutions work with us
What the product does is above. In practice these four points decide whether a working relationship holds.
Reporting and position keeping are our core
Reporting and position keeping here are not modules among twenty others, they are the product. You hand over a subject that ties up specialist knowledge in your own house, and get it back from people who work on it every day.
Platform and operation from one place
We are maker and operator at once: licence, setup, production runs and delivery, all from a single source.
Changes while running, without a release
A new segment, an extra figure, a different structure: configured while production carries on. What you promise a client does not wait for the next release date.
Web and print from one source
The web channel shows the same figures as the PDF because both come from the same report tree. No second system for the portal, and no explaining why two documents disagree.
The figures behind it
Usually calculated in Cinnamon Core
Most institutions take the figures in their reports from Cinnamon Core: positions, valuations, returns and transactions, booked and calculated in one system. Reporting works just as well with other sources.
What sets Cinnamon apart
Three things that make the difference
Conversational AI
Your client asks, the report answers, with figures it has read or computed itself. The model cannot invent numbers.
More about the AI assistant →Web-first, every channel, your brand
One report tree, five output formats. Web and print look the same because they share a source, and carry whichever brand you choose.
See web & print →Adapted quickly
A new client segment, an extra figure, another language: that is a configuration, not a project. Many changes are done in minutes.
See how it adapts →Next step
20 minutes live, and you ask the questions
We show Cinnamon on a complete report and answer your questions about how it fits your environment.
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