Purpose of this article
This guide explains how portfolio managers use Scaler to integrate sustainability data into investment strategy, capital allocation, and portfolio-level decision-making.
Your role in Scaler
As a portfolio manager, you are a strategic decision-maker responsible for portfolio performance, not individual asset operations.
You translate fund-level sustainability targets into asset-level actions and capital allocation decisions. You use aggregated ESG data to assess risk, identify priorities, and ensure the portfolio meets investor and regulatory commitments.
Your key workflows in Scaler
Workflow 1: Review portfolio-level sustainability performance
When you'll do this:
- Quarterly or annual portfolio reviews
- Preparing for investment committee meetings
- Tracking progress against fund-level targets
- Responding to investor ESG queries
- Before major capital allocation decisions
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
Workflow 2: Identify priority assets for ESG capital allocation
When you'll do this:
- Annual capital planning cycles
- Assessing ESG CapEx requests from asset managers
- Identifying underperformers requiring intervention
- Supporting net zero or decarbonisation commitments
- Responding to regulatory risk assessments
Where in Scaler: Analytics Portal → Portfolio → Performance Analytics Portal → Portfolio → Metrics Table Analytics Portal → Portfolio → Roadmaps
What you'll need to know:
- Performance overview
- Custom metrics tool
- Roadmaps & decarbonisation pathways
- Scores and benchmarking
Workflow 3: Track decarbonisation pathways and scenario analysis
When you'll do this:
- Setting or updating portfolio-level sustainability targets
- Assessing capital requirements for net zero commitments
- Evaluating regulatory and stranding risk
- Supporting investor net zero reporting
- Planning long-term portfolio strategy
Where in Scaler: Analytics Portal → Portfolio → Roadmaps
What you'll need to know:
- Roadmaps & decarbonisation pathways
- Understanding CRREM pathways
- Roadmap audit trail download
Workflow 4: Review benchmarking and framework compliance
When you'll do this:
- After annual GRESB or framework submissions
- Assessing portfolio competitiveness
- Responding to investor ESG performance queries
- Identifying areas for strategic improvement
Where in Scaler: Analytics Portal → Portfolio → Scores
What you'll need to know:
- Scores and benchmarking
- Understanding GRESB data coverage methodology
Workflow 5: Review regulatory and investor reporting outputs
When you'll do this:
- Before investor quarterly or annual reporting
- Reviewing GRESB, SFDR, or regulatory disclosures
- Preparing for investor ESG due diligence
- Responding to investment committee queries
Where in Scaler: Data Collection Portal → Portfolio → Reports (review only)
What you'll need to know:
- How to generate reports
- Understanding reports audit trail sheets
- Audit features in Scaler
Quick reference: Where you'll work most often
Scaler location | Primary use |
Analytics Portal → Portfolio → Performance | Review aggregated portfolio performance |
Analytics Portal → Portfolio → Metrics Table | Compare assets and identify priorities |
Analytics Portal → Portfolio → Roadmaps | Track decarbonisation pathways and capital scenarios |
Analytics Portal → Portfolio → Scores | Review benchmarking and framework compliance |
Data Collection Portal → Portfolio → Reports | Review regulatory and investor reporting outputs |
What to focus on during onboarding
✅ Review portfolio-level sustainability targets and pathways ✅ Understand how assets compare against benchmarks and peers ✅ Identify data coverage gaps that affect decision-making ✅ Learn how to assess regulatory risk exposure ✅ Understand decarbonisation scenarios and capital implications
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 target-setting and methodology clarification
- Contact your Scaler Account Operations Manager for personalized support