Purpose of this article
This guide explains how asset managers use Scaler to interpret ESG performance and support value creation decisions.
Your role in Scaler
As an asset manager, you are primarily an insights consumer focused on investment performance and asset strategy.
You oversee individual asset performance and use ESG data to identify value creation opportunities, support business plans, and respond to investor due diligence.
Your key workflows in Scaler
Workflow 1: Review individual asset performance trends
When you'll do this:
- Quarterly or annual asset performance reviews
- Preparing asset business plans
- Responding to investor due diligence requests
- Assessing operational efficiency
- Before investment committee meetings
Where in Scaler: Analytics Portal → Asset → Overview
What you'll need to know:
- Performance overview
- Energy, GHG, water, and waste performance
Workflow 2: Compare assets and identify underperformers
When you'll do this:
- Quarterly portfolio reviews
- Identifying assets requiring intervention
- Benchmarking against peers
- Supporting capital allocation decisions
- Preparing investment committee reports
Where in Scaler: Analytics Portal → Portfolio → Performance Analytics Portal → Portfolio → Metrics Table
What you'll need to know:
- Performance overview
- Energy, GHG, water, and waste performance
- Custom metrics tool
- Scores and benchmarking
Workflow 3: Assess data quality for due diligence
When you'll do this:
- Before acquisition or disposition decisions
- During investor due diligence
- When data quality affects asset valuation
- Preparing for audits or third-party reviews
Where in Scaler: Analytics Portal → Portfolio → Performance (data coverage indicators) Data Collection Portal → Asset → Upload Log (where permitted)
What you'll need to know:
- Understanding Scaler data coverage methodology
- Data reliability and verification
Workflow 4: Track decarbonisation pathways for assets
When you'll do this:
- Planning capital improvements
- Assessing regulatory risk and stranding exposure
- Supporting ESG CapEx business cases
- Tracking progress against asset-level targets
Where in Scaler: Analytics Portal → Portfolio → Roadmaps Analytics Portal → Asset → Overview
What you'll need to know:
- Roadmaps & decarbonisation pathways
- Understanding CRREM pathways
Workflow 5: Export insights for business plans and reports
When you'll do this:
- Preparing asset business plans
- Creating investment committee materials
- Responding to investor queries
- Supporting ESG capital allocation requests
Where in Scaler: Analytics Portal → Portfolio → Metrics Table Analytics Portal → Portfolio → Performance
What you'll need to know:
- Custom metrics tool
- Performance overview
Quick reference: Where you'll work most often
Scaler location | Primary use |
Analytics Portal → Asset → Overview | Review individual asset KPIs and trends |
Analytics Portal → Portfolio → Performance | Compare assets and identify outliers |
Analytics Portal → Portfolio → Metrics Table | Customize metrics and export analysis |
Analytics Portal → Portfolio → Roadmaps | Track decarbonisation pathways and targets |
Analytics Portal → Portfolio → Scores | Review benchmarking against peers |
What to focus on during onboarding
✅ Review performance for your assets ✅ Understand benchmarks and comparison methods ✅ Identify data gaps affecting analysis ✅ Learn how to export insights for reports ✅ Understand decarbonisation pathway scenarios
Need help?
- Review Scaler Knowledge Base for detailed how-to guides
- Ask Lumi AI for instant answers to platform questions
- Discuss with your ESG team for methodology clarification
- Contact your Scaler Account Operations Manager for personalized support