Copperleaf Portfolio


Make the highest-value decisions

Businesses today are faced with unprecedented challenges. Climate change, corporate social responsibility commitments, aging infrastructure, digital transformation initiatives, and pandemic recovery initiatives demand increased investment. To thrive, companies must strike the right balance between cost-effectively managing the current business and investing to meet future demands. How can you be confident you’re making the best decisions—the ones that will deliver the greatest value?

Copperleaf Portfolio™ empowers organizations to efficiently create, manage, and communicate investment plans that deliver the greatest value while simultaneously respecting funding, resource, and timing constraints. Portfolio equips your team with streamlined investment capture and costing tools, AI-enabled portfolio optimization tools, and a value-based decision-making framework that uses industry-proven models from the Copperleaf® Value Model Library. Make the highest value investment decisions with Copperleaf Portfolio.

The biggest benefit is that we now have an end-to-end solution. We can start off with a rough idea of the projects we need to undertake to achieve our strategy and then track that investment all the way through to delivery and benefits realization.”
Neil Tansley Asset Modeling Manager, National Grid

Create the optimal investment strategy

Delivering the highest value means doing the right projects at the right time. This is no easy task for organizations that deal with hundreds of candidate investments, with multiple alternatives and start dates to consider. Finding the optimal solution is impossible using traditional methods.

Copperleaf’s AI-powered optimization can evaluate the vast number of possibilities and identify the highest-value investment plan within minutes. Create any number of what-if scenarios to compare and contrast the impact of different funding and resource constraints on risk and value. Copperleaf Portfolio helps stakeholders quickly come to agreement on the best overall investment plan.

Scenario Viewer | Asset Management | Copperleaf

Align decisions with your strategic objectives

The Copperleaf Value Framework makes it possible to consistently assess the value of every investment and align decisions to the strategic priorities of your organization. Any number of value measures can be added, including mitigated risk, financial and non-financial benefits, improvements to Key Performance Indicators (KPIs), and more.

Copperleaf Portfolio evaluates how an investment contributes to each value measure and aligns that value to a common economic scale. Even the most dissimilar investments can be compared so that difficult decisions can be made with confidence.

Scenario Planning | Asset Management | Copperleaf

Improve the effectiveness of your planning process

Copperleaf Portfolio streamlines the process of developing, approving, and managing investments through their full lifecycle. It provides a centralized, enterprise-wide platform to capture all investment candidates, allowing them to be scoped, costed, valued, and organized into portfolios.

Portfolio ensures all investment decisions are based on “one source of the truth”, enabling planning teams and other stakeholders to operate more efficiently and collaboratively as projects evolve from idea to execution.

Plan Performance Dashboard | Asset Management | Copperleaf

Faster, smarter, more transparent decisions

The Copperleaf solution enables a holistic, end-to-end planning solution that incorporates “bottom-up” asset modeling with “top-down” strategic planning at the portfolio level. By creating optimal asset sustainment plans in Copperleaf Asset and then passing those strategies over to Copperleaf Portfolio to be optimized against other candidate investments, organizations achieve optimal enterprise-wide business plans.

Duke Energy

“Our mantra is we want to plan the work and work the plan. The ability to collect and manage your investments in a portfolio management approach is really something that we use to reinforce accountability and ownership for the investments.”


National Grid

Copperleaf Portfolio gives us the ability to run a lot of different simulations in order to identify the best combination of asset investments that deliver the most value to customers in terms of cost and risk.”


Anglian Water

“The thing that stands out as innovative in the Copperleaf optimization approach is how the customer and environmental values are taken into account so that the best decisions can be made, not only on a cost basis, but also for the environment and for customers.”

Copperleaf Portfolio lets us identify the optimal set of investments and timing that deliver the greatest value to the organization and its customers across multiple portfolios. It helps us proactively identify, quantify and manage risk.”
Adam Causley Manager Network Strategy and Risk, Essential Energy

Modular and Configurable

Copperleaf Portfolio is highly modular and configurable, growing with you as your business needs evolve. It can integrate seamlessly with your existing systems to turn data into decisions.

Arrange a Software Demo

Interested in learning more about Copperleaf Portfolio? Contact us today.