ANNEX VIII
TEMPLATE FOR KPIS OF INVESTMENT FIRMS
|
Template number |
Name |
|
0 |
Summary of KPIs to be disclosed by investment firms under Article 8 Taxonomy Regulation |
|
1 |
KPI IF – Dealing on own account services |
|
2 |
KPI IF – Other services |
0. Summary of KPIs to be disclosed by investment firms under Article 8 Taxonomy Regulation
|
|
Total environmentally sustainable assets |
KPI (*3) |
KPI (*4) |
% coverage (over total assets) (*2) |
|
|
Main KPI (for dealing on own account) |
Green asset ratio |
|
|
|
|
|
|
Total revenue from environmentally sustainable services and activities |
KPI |
KPI |
% coverage (over total revenue) |
|
|
Main KPI (for services and activities other than dealing on own account) |
KPI on Revenue (*1) |
|
|
|
|
|
(*1)
Fees, commissions and other monetary benefits.
(*2)
% of assets covered by the KPI over total assets.
(*3)
Based on the Turnover KPI of the counterparty.
(*4)
Based on the CapEx KPI of the counterparty. |
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1. KPI IF – Dealing on own account services
2. KPI IF – Other services
