Systematic Review of Advanced Optimization Techniques and Multi-Asset Integration in Home Energy Management Systems

Abstract

Home Energy Management Systems (HEMS) are increasingly positioned at the center of residential flexibility, particularly as homes integrate photovoltaics, battery storage, electric vehicles, and responsive loads. This systematic review examines recent advances in optimization and multi-asset coordination for HEMS. Searches were conducted in Scopus, Web of Science, IEEE Xplore, and ScienceDirect for studies published between 2020 and 2025; after screening and eligibility assessment, 90 studies were included. The findings indicates that deterministic optimization remains well suited to structured scheduling problems, whereas metaheuristic, hybrid, and learning-based methods are better able to address nonlinearity, uncertainty, and real-time adaptation. Across the reviewed literature, multi-asset integration generally improves cost, peak demand, self-consumption, and, in some cases, user comfort and emissions. Yet the field remains dominated by simulation-based validation. Future progress of HEMS will depend on real-world validation, interoperable system design, explainable control, and stronger alignment with user behavior, communication constraints, and regulatory frameworks.