Strategy Creation & Optimization

This article describes the different types of investment strategies on the Optiml platform, customization options, and how the optimization algorithms work.

What types of strategies can I create?

• Asset Strategy Design: Optimizes individual buildings by determining the best renovation actions bottom-up, starting on component-level.
• Portfolio Strategy Design: Optimizes across multiple buildings to balance cost, CO₂ reduction, and compliance top-down, but also taking into account all individual buildings' specificities on component-level granularity.

Can I customize targets and KPIs?

Yes. You can adjust 25+ different KPIs, including:

• Return on Investment (ROI)
• CAPEX budgets
• CO₂ reduction targets
• Indicative EPC (Energy Performance Certificate) levels
• Energy usage and OPEX
• ...

What are the standard out-of-the-box Optiml strategies?

Before you get to work yourself, Optiml already serves you 4 default strategies to get you started.

Tip: Instead of starting your own asset or portfolio strategy from scratch, save time by duplicating one of the default strategies as starting point for your customization! 

• Status Quo: considers no interventions until 2050 and aims to represent that everything stays as it is.
• Minimum Cost: an un-constrained strategy that tries to reduce life cycle costs as much as possible by 2050. That considers Capex and Opex including energy costs - all on a building level.
• Feasible Low CO2: optimized sweet spot between life cycle costs and life cycle emissions until 2050.
• Minimum Total CO2: aims to reduce all life cycle emissions (Scope 1, 2, and parts of Scope 3 (embodied emisisons of components) until 2050.

How does the optimization work?

Optiml uses decision tree models to:

• Determine which upgrades to prioritize (e.g., heat pumps, window replacements).
• Calculate the best timeline for renovations.
• Consider CapEx, OpEx, and financial returns.
• Ensure compliance with CRREM pathways and net-zero goals.