Our market-leading housing stock assessment tool helps Registered Providers and private landlords design and implement strategic retrofit programmes for their housing stock.

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Portfolio is used by the landlords of over 2 million homes across the UK, in all sectors of the market.

By using all available property data and looking beyond the EPC to all potential measures, and combinations of measures, that can be applied in a home, Portfolio develops cost-effective retrofit projects, deliverable over time, at an affordable price.

For full programme development, our Portfolio Plus service produces a dynamic programme plan, incorporating drivers and constraints, to optimise delivery within and across homes over time.


Profile Stock

Report on properties with given characteristics, such as poor loft insulation or inefficient boilers, or report against targets.

Visualise data

Use data visualisation to quickly identify opportunities and challenges, and develop and communicate programmes layering energy performance data with other factors such as planned works or voids.

Optimise action

Test the impact of 3000+ energy efficiency measures for each property to optimise the route to your carbon, SAP, heat demand and/or affordability target.

Data confidence

Understand and manage data quality to improve the quality and cost-effectiveness of intervention programmes.


Available to Asset Management Systems to access the powerful Portfolio recommendation engine and support mutual clients.

Software and a Service

Parity Projects provides support through a designated data analyst, regular training updates, knowledge base and a quarterly user group.



For Registered Providers and Private Landlords

Our market-leading housing stock assessment tool helps Registered Providers and private landlords design and implement strategic retrofit programmes for their housing stock.


Retrofit Strategy Report

Communicate  modelling insights to a non-expert audience

Portfolio’s strategy reports are designed to communicate our modelling insights to a non-expert audience with the context required to make informed strategic decisions for the future energy use of your housing stock.


Close Up, color image of an old window, in need of replacement, with rotting wood and peeling paint, inside an older home, during winter


For risk management and Compliance

Focus resources where they are most needed with our address-level predictions for health hazards in homes.

Available exclusively to our Portfolio and Pathways clients, this machine learning module predicts the likelihood of main health hazards across the housing stock to focus investment in energy efficiency, public health and stock condition improvements.

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Available exclusively to our Portfolio and Pathways clients, this geospatial module identifies homes suitable for solar PV installations across the housing stock.



Portfolio Plus


Portfolio Plus optimises delivery over time, incorporating your tenants’ needs, other relevant works, and, importantly updates with your plans, policy changes and funding opportunities.




How does the service add value?

Clients have reported the following benefits:

  • Identify the least cost route to their decarbonisation goals.
  • Deliver efficiencies by embedding retrofit in other planned works.
  • Turn voids into an opportunity to get deep retrofit done.
  • Respond quickly to funding opportunities.
  • Improve data quality and reduce contract variations.

Portfolio Plus adds additional value, at an average of around £3,000 per home, by optimising sequencing of measures alongside other works and in relation to drivers and constraints beyond core factors of measures and targets.

How much does the service cost?

Portfolio is delivered through an annual licence, with the price based on the number of properties. Please contact us with your requirements and number of homes and we will provide you with a quote.

Portfolio Plus is available subject to an additional charge. Again, please contact us for details.

What data do you require from the housing provider?

We understand that data quality is a concern for many landlords. The initial phase of our work for you is to collate any relevant property data in order to get the most up-to-date picture of what is happening in the stock. This data includes EPCs, data from asset management systems, spreadsheets, and even emails. We will cleanse and collate it into a comparable format before starting analysis, and – with your input – determine a data confidence score for each data source to manage uncertainties as the analysis develops.

Portfolio Plus requires additional data and includes a significant engagement exercise across the client organisation. This is because optimised retrofit plans need to take all works into account, alongside tenant needs, regulatory pressures and local regeneration programmes.

Why do you use RdSAP?

We use the Government’s RdSAP method to calculate the benefit of different measures for three reasons:

  • it relates directly to Government policy;
  • we have found it to be reliable in the recommendation of measures; and
  • it is cost-effective.

We are aware of, and manage, limitations. Our model considers the impact of the decarbonisation of the grid on carbon emissions, considers up to 3000 variations on measures for every home, and tests every relevant combination using current market prices.

Our data visualisations help housing providers identify gaps in data and outliers that indicate other potential data issues, which can inform the quality assurance of future surveys. We continue to feed into Government consultations and thinking about its ongoing development, and are particularly keen to see consideration of ventilation needs and adaptation, as recommended by the Committee on Climate Change.

Can you help deliver decarbonisation and address fuel poverty?

Yes. Our scenario testing nests your targets so they can deliver on multiple requirements. Criteria include SAP ratings, EI, fuel bill, kWh, kWh/m2 and CO2 savings. The last of these can be tested against the Government’s different Grid decarbonisation scenarios to understand the implications of electrifying heat.

There is of course the unknown of future energy prices – we advise on how this can be handled by balancing demand reduction with the electrification of heat.

Can Portfolio provide a strategic plan for decarbonising housing stock?

Yes. Our tools are designed to provide you with the big picture, drawing on property level detail. Until 2018 we delivered strategy advice in the form of a one-off report. We developed our online tools in response to client feedback – they found the report useful but only needed to read it once. What they really wanted was to then use the data generated to start moving towards delivery. We therefore now provide a light-touch report with the tool putting more focus on putting resulting strategy into action.

We work with a number of consultants who can provide additional advice on commercial buildings, fleet and the governance of decarbonisation across your organisation.

Do you provide advice on decarbonising commercial buildings and fleet?

No. Parity Projects does not advise on decarbonising commercial buildings and fleet. We work with a number of partners who can incorporate our outputs to provide a cross-organisation view of the potential for decarbonisation.

How many users can access the system?

We do not limit the logins for each client; they can select who they give access to their data, whether staff or contractors with related user rights.

How can I track my performance?

Portfolio offers two relevant reports: progress reporting and benchmarking.

All users can see their progress over time, in terms of energy performance metrics and the quality of their data. We report both, as improving the quality of data may affect the reported energy performance of homes and so it is worth viewing them concurrently.

We offer benchmarking to users who consent to use of their data for this purpose, and this has been taken up by nearly half our client base to date. Users view the energy performance of their homes in comparison with other anonymised users. We understand there are systemic reasons why some landlords report better energy performance than others, so it is not a league table, but can be used to understand what is happening in the sector and prompt discussion about the reason for the user’s relative performance.

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