Case Study: Hannon Armstrong boosts investment analysis and portfolio management with Mercatus

Hannon Armstrong - Customer Case Study

Hannon Armstrong, a publicly traded sustainable infrastructure investor focused on energy efficiency, renewable energy, and other low-carbon assets, needed a better way to manage a growing portfolio. Its small portfolio management team was overwhelmed by scattered data, manual Excel-based reporting, and a long, cumbersome process for vetting new investments and analyzing risk-adjusted returns.

Hannon Armstrong chose Mercatus’ Asset Management solution to digitalize portfolio data and modeling. With Mercatus, the team can surface and verify pricing assumptions in about 15 seconds and update investment models in minutes instead of days, while also comparing forecasts with actual performance to improve diligence and reduce risk. The result has been a major boost in speed, insight, and proactive decision-making.

Hannon Armstrong

Dan McMahon

Executive Vice President of Portfolio Management