PortfolioEdge
Optimize capital under real constraints.
Choose the timing and mix under capex, grid, ESG, and risk limits to lift portfolio IRR by 100–300 bps.
At a glance
MILP-based optimization
Budget, timing, dependencies, resources handled properly
Risk & ESG constraints
VaR/CVaR limits, emissions caps, technology requirements
Scenario-aware
Optimize on Base, robust-check on Downside
Who it's for
Holdcos, funds, and corporates allocating scarce capital across many assets with real-world constraints.
What you can do in 45 minutes
- Load your project pipeline with NPVs and constraints
- Set budget envelopes and risk limits
- Generate optimal selection and timing
- Export board-ready allocation plan
Key capabilities
Budget & phasing
Annual envelopes, ramp-rates, multi-year schedules
Risk controls
Max portfolio VaR/CVaR, concentration limits
ESG & strategy
Emission budgets, technology mix requirements
Dependencies
Project sequencing and mutual exclusions
Scenario-robust
Solve on Base; ensure feasible on Downside
What-ifs
Test constraint sensitivity instantly
How it works
Load
Import candidate projects with metrics
Configure
Set constraints & objectives
Optimize
MILP solver finds best portfolio
Export
Schedule, curves, and bank pack
PortfolioEdge in Action
Portfolio overview and optimization dashboard
Portfolio optimization with project selection and constraint management
Click image to view full screen
Outputs you'll export
- Optimal project selection
- CAPEX deployment schedule
- Efficient frontier chart
- Shadow prices
- Portfolio KPIs
Governance & Security
Versioned packs, approvers, immutable logs; SSO/SAML; SOC2-aligned controls; GDPR & DPA available.
FAQs
How fast is optimization?
Seconds for 100 projects, minutes for 1000+
Can I force projects in?
Yes, pre-select mandatory projects
What about correlations?
Full correlation matrix support
Ready to optimize your portfolio?
Join leading utilities and funds already using PortfolioEdge