ANNEX VII
‘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.
1. KPI IF – Dealing on own account services
\text{Not applicable}
2. KPI IF – Other services
\text{Table not parsed as a single mathematical formula}
(*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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