Berninvest

Efficient portfolio reporting through intelligent linking of different data sources

Initial situation

Berninvest is a fund management company with total fund assets under management of over CHF 2.1 billion (as at the end of 2024), spread across two real estate funds. A wide range of data is available in various systems, such as tenant index data, financial data and ESG information. A holistic view of the portfolio is only possible with a great deal of manual effort, as the information is stored separately in different systems.

At the same time, reporting requirements are increasing: different stakeholders expect regular, target group-specific evaluations in varying formats and levels of detail. Manual data preparation is time-consuming and prone to errors. Against this backdrop, Alphaprop supports Berninvest in setting up a sustainable data infrastructure and implementing automated, high-quality reporting.

Goals

  • Development of a consistent data strategy and definition of a “single source of truth” per data field
  • Survey of the reporting needs of the various stakeholders
  • Consolidation of data deliveries from a large number of property management companies (e.g. rent rolls, income statements)
  • Automation of data processes for target group-specific reporting
  • Creation of centralized data access for all relevant information at portfolio and property level

Cooperation

"Thanks to the interactive reports developed by Alphaprop, we save a lot of time when creating our reports and receive well-founded portfolio analyses with just a few clicks. The standardized processes and the technologies used ensure that we are completely system-independent. Thanks to the high quality of our collaboration, Alphaprop is now a strategic partner for us. Together we are developing the reporting of the future."

Dejan Dukov, CFO
Berninvest

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Solution

Portfolio reporting with Power BI

With a modern business intelligence infrastructure based on Microsoft Power BI, many different data sources can be processed, linked and historicized. The creation of reports can thus be automated. This results in significant efficiency gains and the ability to identify optimization potential or risks in the portfolio with just a few clicks.

Role Alphaprop

Alphaprop supports Berninvest as a strategic data partner in the development of a sustainable data infrastructure - from strategy to operational implementation. This includes the development of efficient data pipelines, the maintenance and further development of reports and ongoing adaptation to new requirements. The data infrastructure provides the basis for future applications in the field of artificial intelligence.

Further reference customers

Want to find out more? Contact us!

Address

Industriestrasse 24
6300 Zug
Switzerland

Your contact person

Dr. Massimo Mannino

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