Building Blocks (Features)
Goals
Set of re-usable building blocks that are used to compose report types
Cinnamon Features
Feature | Description / Details |
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Building Block Framework | Cinnamon provides a framework to quickly develop new and powerful building blocks that
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Building Block Testing | Cinnamon supports the definition of automated regression tests for each building block by defining test cases by
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Documentation | Cinnamon can automatically produce a documentation of a building block showing
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Available Building Blocks
Feature | Description / Details | Examples |
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Portfolio Information Blocks | Building blocks that show important information about the reported portfolio
| ![]() Portfolio Strategy ![]() Contact ![]() Fund Identifiers ![]() Fund Sales Registrations |
Key Figures Block | Flexible building block to report on key figures on portfolio level (e.g. “Total assets” or “Percentage invested in bonds” etc.) | ![]() (Risk) Key Figures ![]() Key figures / key metrics |
Performance Overview Blocks | Building blocks to report on the portfolios performance, e.g.
| ![]() Performance monthly for YTD ![]() Performance yearly ![]() Performance yearly as chart ![]() Performance chart YTD ![]() Performance chart Long-term ![]() Performance rolling periods ![]() Performance chart rolling periods ![]() Performance annualized ![]() Performance chart annualized And many more variants |
Risk Blocks | Building blocks to report on the portfolios performance, e.g.
| ![]() etc. |
Contribution & Attribution Blocks | Building blocks to report on the portfolios contribution & attribution, e.g.
| ![]() Contribution MTD ![]() Contribution vs. Benchmark Barchart ![]() Contribution vs. Weight Scatter Plot ![]() Attribution MTD ![]() Attribution effects ![]() Attribution effects as chart And many more… |
Valuation & Asset Breakdown Blocks | Building blocks to report on the portfolios valuation broken down by segmentations, e.g.
| ![]() Asset allocation vs. Benchmark ![]() Country/Currency allocation on map ![]() Asset allocation as barchart ![]() Top N positions ![]() Position list ![]() Two-dimensional Asset Allocation ![]() Strategy check ![]() Strategy check as table ![]() Development of asset allocation ![]() Development of asset allocation as chart And many more… |
ESG & Impact Reporting | Building blocks that show
| ![]() ESG Risk ![]() ESG Worst positions ![]() Business activities ![]() CO2 Emissions ![]() SDG Alignment And many more… |
Investment strategy specific blocks |
| ![]() Currency overlay bandwitdth checking Any specific building block can be built on request. |
Other Blocks | Specialised building blocks to cover
| ![]() BVV2 check ![]() Mifid service costs ![]() ESG characteristica And many more… |