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Getting started in Scaler: Asset manager

An onboarding guide for asset managers using Scaler to analyse ESG performance and support investment decisions.

Purpose of this article

This guide explains how asset managers use Scaler to interpret ESG performance and support value creation.


Your role in Scaler

As an asset manager, you are primarily an insights consumer.

In Scaler, you typically:

  • Review performance trends
  • Compare assets and benchmarks
  • Identify underperforming assets
  • Use ESG data in investment decisions

What to focus on during onboarding

  • Review analytics for your assets
  • Understand benchmarks and comparisons
  • Identify data gaps affecting analysis
  • Learn how to export insights

Where you’ll work in Scaler

  • Analytics Portal → Asset → Overview
    • Review KPIs and performance trends

  • Analytics Portal → Portfolio → Analytics
    • Compare assets and portfolio performance

  • Analytics Portal → Portfolio → Metrics Table
    • Review and customise metrics

  • Analytics Portal → Portfolio → Roadmaps
    • Review decarbonisation pathways


Which parts of Scaler you’ll use most

  • Asset and portfolio analytics dashboards
  • Benchmarking views
  • Data quality indicators
  • Reports and exports

Key articles to read next

  • Analytics overview
  • Energy, GHG, water, and waste analytics
  • Roadmaps & decarbonisation pathways
  • Scores and benchmarking

Need help?

  • Discuss with your ESG team
  • Contact your Scaler Account Manager
  • Ask Lumi AI
  • Review Scaler Knowledge Base
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