Portfolio Analytics

Independent valuation.
Transparent results.
Regardless of complexity.

Independent third-party valuation of commodities portfolios and physical assets. Structured hedge rating and performance analytics. Built for the people who need a number they can stand behind.

Third-Party

Independent

No conflicts

5 Asset Types

Generation · Storage

Transport · Reserves

Probabilistic

Hedge analysis

Full scenario coverage

Ongoing MTM

Post-close coverage

Performance analytics

Portfolio Valuation

Your book,
valued with no agenda.

Scoville provides independent third-party valuation of commodities portfolios for trading books and for a broad array of physical assets. Using multiple pricing sources, we maintain up-to-date market data across a broad geographic and commodities footprint.

Once we have the data defining the portfolio, the due diligence commences with reliable methodology and transparent results — regardless of portfolio size or complexity. Post-transaction valuation and performance analytics is also available.

Asset classes covered

GenerationThermal · Wind · Solar
TransportPipeline · Capacity rights
StorageNG · BESS · Caverns
ReservesUpstream · Physical books
Trading BooksStructured · Derivatives

Independent & Third-Party

No conflicts. We are not a broker, trader, or counterparty. Our sole mandate is an accurate, defensible number.

Multiple Pricing Sources

Up-to-date market data across a broad geographic and commodities footprint — not a single source relying on stale marks.

Reliable Methodology

Consistent, documented methodology that can be explained, audited, and defended — regardless of portfolio size or complexity.

Transparent Results

Every number has an explanation. Attribution is clear, assumptions are stated, and outputs are structured for scrutiny.

Portal + Excel delivery

Results available on the Scoville client portal for live access, or delivered in structured Excel workbooks — or both.

Hedge Rating Program

A badly designed hedge
can collapse a project.

Structured hedges are an inherent component of project finance. Well-designed hedges ensure project performance and successful debt repayment. Scoville's formalized hedge rating program quantifies the future performance of structured hedges with a fully probabilistic analysis of cash flows across a set of plausible scenarios.

Identifies potential weaknesses
Codifies hedge quality in a numerical rating
Suggests structural improvements
Provides ongoing MTM and re-assessment
01
01

Portfolio Intake

Define the physical asset, the structured hedge, and the financing terms. We establish the full picture before analysis begins.

02
02

Probabilistic Simulation

Fully probabilistic analysis of future cash flows for both the underlying asset and the hedge across a comprehensive set of market scenarios.

03
03

Weakness Identification

We stress-test the hedge against adverse scenarios to identify structural weaknesses — the conditions under which project finance could be at risk.

04
04

Numerical Rating

Hedge quality codified in a formal, numerical rating — giving lenders and investors a clear, standardized measure of hedge effectiveness.

05
05

Structural Recommendations

Where weaknesses exist, we identify specific structural improvements to the hedge — not just diagnosis, but a path to a better structure.

06
06

Ongoing MTM & Re-Rating

Hedge mark-to-market and updated performance assessments on an ongoing basis as markets move and the hedge evolves.

The Insight

By examining a set of plausible scenarios, we identify potential weaknesses, codify hedge quality in a numerical rating, and make suggestions as to potential structural improvements.

On an ongoing basis, Scoville provides updated assessments and hedge mark-to-market — so lenders and project sponsors always know where they stand.

Hedge Rating

A−

Effective · Minor gaps

Post-Transaction

The deal closes.
The analysis doesn't.

Post-transaction valuation and performance analytics keeps you informed as markets move and assets perform. Whether tracking a structured hedge MTM, monitoring portfolio performance against plan, or supporting ongoing reporting obligations — we stay engaged.

Ongoing portfolio valuation

Regular mark-to-market across all assets and positions. Consistent methodology pre- and post-close.

Performance vs plan analytics

Track how assets perform against acquisition underwriting. Understand the delta — and why it exists.

Hedge MTM and re-rating

Updated hedge mark-to-market and re-assessment as market conditions evolve through the project term.

Need a number
you can stand behind?

Scoville Analytics provides independent portfolio valuation and hedge rating for institutional investors, developers, and lenders. Engagements are available on a project basis or ongoing retainer.