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Annex VII - Template for KPIs of investment firms

Annex VII
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.

1. KPI IF – Dealing on own account services

\text{Not applicable}

2. KPI IF – Other services

’

Official text · consolidated version 01/01/2026 (in force) Open full page ↗
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