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The asset manager’s dilemma

Written by Negin Hashemi | Jun 7, 2026 7:00:03 AM

The technology companies that win in this industry have stopped competing on engineering alone. They design products and installations around the person who can move a project forward: the asset manager.

Picture an asset manager’s morning.
Their inbox holds an engineering recommendation for a leading-edge erosion campaign, a service bulletin from an OEM, a renewal note from the insurance broker, three vendor pitches for various products, and a reminder from the capital partner that the updated CapEx case is due by Friday. And the site supervisor just called to report a blade collapse due to a lightning strike.

Each input is legitimate and involves an actual operational problem. And none of them are in the same vocabulary as the others.

This is the job. Asset managers don’t run a wind farm the way site supervisors do. They translate a flood of unaligned inputs into a coherent capital plan the rest of the organization will accept. The most common outcome on any given morning is not a decision; it is a deferral. Not because the asset manager won’t act, but because the case in front of them is not defensible enough to act on.

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