Build capital plans that drive your ESG strategy

Turn aspirational goals into operational plans with Copperleaf

Environmental, Social, and Governance (ESG) pressures are adding complexity to investment planning and decision making. Whether driven by shareholder requirements, new policies such as net-zero commitments, or increasingly conscious and demanding consumers, ESG adds complexity and intensifies the scrutiny around internal decision making.

The bottom line: organizations must strike a balance between meeting existing business commitments—and delivering on increasingly important ESG-driven outcomes.

Expand business cases to include ESG measures

Bold ambitions need concrete plans to fund and resource the many programs that will be required to meet current and future goals. Yet organizations struggle to compare the multitude of funding requests in a consistent way. Whereas purely financial objectives are easy to quantify and measure, goals related to net zero, community development, and climate resilience are more challenging to express in tangible terms everyone can agree on.

Copperleaf® helps organizations expand their assessment of project value by quantifying ESG and financial measures on a common economic scale. The Copperleaf Value Framework provides an enterprise-wide view of all the value measures that support your strategic goals—as well as the models used to calculate how individual investments or projects will contribute to those goals. This ensures all relevant ESG criteria are accounted for, used in business cases, and valued consistently. This drives consensus and links day-to-day decisions with business strategy, creating a culture of transparency, accountability, and trust.

Embed ESG in your organization’s decision-making approach

As ESG-minded investors and regulators push for greater transparency and disclosure of the plan to achieve net zero and other targets, organizations need to strengthen governance through effective risk management and robust capital planning processes.

When “value” is expressed in common economic terms, different departments can align on the cost-benefit of their proposed projects. Everyone can understand the rationale behind each decision and see how their projects contribute to high-level ESG goals. This drives collaborative discussions about the best plan for the business as a whole. Decision making becomes much more transparent and consistent, rallying teams to operationalize a high-level strategy into a deliverable plan, and turn aspirational goals into everyday decisions.

Demonstrate the highest-value plan to stakeholders with confidence

Copperleaf provides a centralized, enterprise-wide repository to capture the various options considered for every business case. Powerful optimization capabilities make it easy to select the combination of investments and timing that will deliver the most value—and create a realistic, deliverable plan that can be executed with your available resources.

Decision makers can run multiple what-if scenarios to understand the trade-offs of different investment strategies, agree on a recommended plan, and adapt quickly to shifting priorities. With a complete audit trail for every decision, you’ll be able to demonstrate that the plan considers all options and targets with confidence.

Making Value-based Decisions is Easy with Copperleaf

A transparent, rigorous and repeatable approach to achieve your financial and ESG targets

Copperleaf’s entire business is focused on helping organizations respond to stakeholder pressures—with decision analytics and a proven methodology for defining and utilizing a value framework to optimize value and drive strategic goals. Extending your current approach to business cases to include ESG criteria is what a Copperleaf Value Framework is all about. It evolves as your business evolves.

We can help you identify what factors contribute to your definition of value. These can be financial, environmental, social, or related to governance, including risk. We identify the most appropriate metrics to quantify these factors and enable you to use them to justify each project or program. Leverage best practice models from the Copperleaf Value Model Library to get started quickly with a value-based decision-making approach.

ESG | Asset Investment Management | Copperleaf
Optimizing capital plans to achieve net zero as fast and cost-effectively as possible will be critical to National Grid’s success as a company. Copperleaf provides an ideal solution to help us do exactly that.”
Lisa Lambert Chief Technology & Innovation Officer, National Grid

ESG-driven Decision Making

When it comes to valuing potential investments through an ESG lens,
organizations are leveraging Copperleaf’s solutions to lead the way:

  • Manitoba Hydro, an electric power and natural gas utility in Canada, includes the benefits of carbon reduction in its value framework, enabling trade-offs between risk, cost savings, and the environment
  • Anglian Water in the UK sets carbon output limits to ensure carbon reduction targets are considered during the planning of an investment portfolio to drive sustainability performance
  • Essential Energy, an Australian electricity network operator, mitigates the impacts of bush fires using geographical shape files to determine the appropriate spend levels to achieve sustainable risk management
  • Elia Group, a leading European transmission system operator, is developing project portfolios for the next 10 years to address both the replacement of existing assets and the necessary grid extensions required by the energy transition in Belgium and Germany
  • TransAlta, a leading Independent Power Producer in Canada, has integrated sustainability into governance, decision making, risk management, and day-to-day business processes
  • The BC Government established a rigorous process to ensure spending decisions are aligned with the initiatives that are most important to citizens and local businesses

My team’s work has helped position SRP as a leader in asset management. We’ve been interviewed by utilities, both nationally and internationally, on our existing and planned asset management processes, and on how we use Copperleaf Portfolio™ to support those processes and strengthen corporate governance.”

Danielle Jackson Manager, Financial Analysis, Salt River Project

Delivering low carbon, low-cost solutions does not happen by chance. Having a single system where we can input the information required and then retrieve the data from one source in terms of carbon and cost has been an integral part of the success of our carbon journey.”

David Riley Head of Carbon Neutrality, Anglian Water

Prioritizing and planning investments has become increasingly complex. Many factors must be considered to end up with a feasible investment portfolio that is aligned with our strategic goals and objectives, and that uses our available resources in the most optimal way.”

Dimitri Coletti Portfolio Analyst, Elia Group

Sustainability has to be embedded into your organization and the only way to truly do that is by operationalizing sustainability goals. This sends a message from the top that sustainability is an important part of corporate strategy and other groups need to think about that, as a matter of doing business every day.”

Marc Campbell Manager of Sustainability Policy and Programs, Salt River Project (SRP)

With Copperleaf’s solution, we have established a more rigorous process to ensure we’re aligning our spending decisions with the initiatives that are most critical to citizens and businesses in BC.”

Amrik Virk Minister of Technology, Innovation and Citizens’ Services, BC Government

An important part of our success is working with Copperleaf to integrate carbon into our asset management process—ensuring that we are challenging our supply chain against the measures we put in place.”

David Riley Head of Carbon Neutrality, 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.”

Mark Coulson Strategic Investment Manager, Anglian Water

Decision Analytics for
Net Zero & ESG

How should utilities integrate the increasing importance of ESG and net zero into their asset management and investment planning in a time of massive infrastructure growth and renewal?

Download this report from Utility Week to find out:

  • How a Value Framework can help you optimize investment portfolios
  • How decision analytics technology can support delivery of ESG and net-zero goals
  • The cost and operational efficiency gains associated with Asset Investment Planning and Management (AIPM)

Spotlight on ESG at Anglian Water

With a long coastline, and low rainfall in a low-lying region, Anglian Water’s strategy to adapt to the climate emergency is critical and impacts its entire business operations and supply chain. Central to Anglian Water’s ESG strategy is the goal to achieve net zero by 2030 and ensure that greenhouse gas emissions (GHG) are lower or equal to mitigation activities.

Download this case study to learn how the implementation of Copperleaf Portfolio™ empowers Anglian Water to holistically evaluate investment projects and demonstrate progress against its strategic objectives and ESG goals.

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Find out how Copperleaf can help your organization incorporate ESG criteria into your investment decision-making approach.