Cinnamon Reporting: The solution for EU-compliant SFDR-Annex IV

The development of SFDR Annex IV with Cinnamon Reporting

Cinnamon is a flexible reporting software used by financial institutions for both client reporting and investment reporting. The software is modular and allows the use of reusable building blocks in each report. New building blocks are created within a very short time according to individual requirements. Furthermore, Cinnamon integrates seamlessly with existing data sources and serves web reporting and print formats in a standardised way – especially Microsoft Word, on which Annex IV is based. This gives the software a clear advantage in the development of the SFDR Annex IV.

Cinnamon Reporting fulfils SFDR Annex IV requirements for big bank

For the successful implementation of SFDR Annex IV at the big bank, the following various adjustments within Cinnamon were necessary:

1. adaptation of existing data sources to ensure data integration.
2. creation of new Building Blocks to fulfil the requirements of the SFDR Annex IV.
3. creation of new Word templates to implement the regulatory requirements.
4. integration of new chart and graphic designs from Nerves into Cinnamon.
5. configuration of the report type to generate the SFDR Annex IV.

The project involved several parties who contributed to the successful implementation of the customisations. These included Elin Rütimann, Consultant at bmpi, David Eschbach, Software Engineer at bmpi, consultants from Nerves and KPMG as well as various internal teams from the major bank.

Regulatory reporting with Cinnamon: flexibility as the key to success

During the project, the strict regulatory requirements of the EU posed a challenge, as they did not harmonise optimally with the familiar user experience (UX) of Cinnamon. In addition, there were frequent regulatory changes, which were well managed thanks to Cinnamon’s flexibility. For example, in order to evaluate the performance of the sustainability indicators, a table was required that sometimes contained numbers, text responses and breakdowns in one column. Although this initially seemed impossible, a solution was quickly found to meet these requirements. Thanks to the agile approach, the project was able to successfully adapt to the changes.

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You want to know more about Cinnamon Reporting?

• Discover our explanatory videos about zu Cinnamon Reporting.
• You can get additional information in our wiki about Cinnamon Reporting.
• Contact Marcus Brändle at marcus.braendle@bmpi.ch or +41 44 454 84 84 for a consultation.

Would you like to learn more about ESG reporting?

• Would you like to offer ESG reporting to your clients and prospects? Take advantage of our service. Find out more on our ESG website.
• What is the difference between the ESG Web Report and the ESG Print Report? View our ESG Web Report and our ESG Print Report.
• Contact Thomas Tscherrig at thomas.tscherrig@bmpi.ch or +41 44 454 84 84 for a consultation.