EU Taxonomy Report

The EU Taxonomy Report helps you track and understand the alignment status of your assets with EU Taxonomy requirements. It provides clear visualizations showing whether economic activities in your portfolio align with environmental objectives such as Climate Change Mitigation and Climate Change Adaptation, covering both Substantial Contribution (SC) and Do No Significant Harm (DNSH) criteria. Alignment status is calculated in the EU Taxonomy Tool based on your responses to the EU Taxonomy criteria and data requirements (e.g., meeting certain EPC classes or primary energy demand requirements).

Access the report

1. Select ESG reports from the left-side menu.

2. Under EU taxonomy, click Report to access the relevant report.

Filters in the report

You can adjust what data is shown in the report using filters in the top bar of the platform.

1. Portfolio filter

Use this filter to choose which part of your portfolio you want to analyze.
You can select:

• Regions, countries, or buildings (based on geography or custom structure)

• Building attributes like type, ownership, or status

2. Building dropdown

Use this dropdown to select one or more buildings for detailed analysis.

3. Filter panel

You can use the following filters to adjust what data is shown in the report:

Visualizations and Insights

1. Overview

Key performance indicators (KPIs)

• Gross asset value: This shows the valuation of buildings that are fully aligned with both EU Taxonomy sub-objectives: Substantial Contribution (SC) and Do No Significant Harm (DNSH). The denominator represents the total valuation of the selected portfolio or buildings.

• Assets (Buildings): This shows the number of buildings that are fully aligned with both EU Taxonomy sub-objectives: Substantial Contribution (SC) and Do No Significant Harm (DNSH). The denominator represents the total number of selected portfolio or buildings.

• Area: This shows the gross floor area (GFA) of buildings that are fully aligned with both EU Taxonomy sub-objectives: Substantial Contribution (SC) and Do No Significant Harm (DNSH). The denominator represents the total GFA of the selected portfolio or buildings.

2. Donut charts

These charts provide a visual summary of how your assessed assets align with the EU Taxonomy sub-objectives: Substantial Contribution (SC) and Do No Significant Harm (DNSH). Each donut chart shows the distribution of Gross Asset Value (GAV) across different alignment statuses.

• The colored segments represent the proportion of GAV for each status category.

• The number in the center indicates the total count of assets fully (100%) aligned with the respective sub-objective - meaning they have met all necessary criteria for that sub-objective.

Status Categories

• Aligned: Indicates that the asset meets all requirements for the EU Taxonomy sub-objective (SC or DNSH).

• Not Aligned: Denotes that the asset does not meet all requirements for the EU Taxonomy sub-objective (SC or DNSH).

• Aligned Pending Evidence: Indicates that the asset could be marked as ‘aligned’ once you provide the necessary supporting evidence.

• Incomplete: Indicates that the assessment for the asset is still incomplete, and further steps are needed to determine its final status.

3. Data coverage

The data coverage widget helps you assess the completeness of your portfolio data by showing overall progress of assessments, measured by the number of buildings evaluated.

The status Complete includes all assets for which an assessment has been conducted, regardless of the outcome. This category encompasses:

• Aligned: Assets fully meeting the EU Taxonomy criteria.

• Not Aligned: Assets that do not meet the alignment criteria.

• Aligned Pending Evidence: Assets where the assessment indicates alignment but supporting documentation is still required.

In contrast, the status Incomplete refers to assets for which the assessment process has not been finalized. This includes:

• Incomplete: Assets where data is partially available or under review.

• Assets with No Report: Assets where no assessment has been initiated.

This classification enables you to efficiently distinguish between assets with finalized assessment outcomes and those that require additional input or analysis.

4. Detailed breakdown

The detailed breakdown provides a comprehensive, itemized view of each building in your portfolio. This dynamic table adjusts based on your current navigation or applied filters, ensuring that only the most relevant properties and associated data are displayed.

The table is organized into various categories for ease of analysis:

• Taxonomy Status: Displays the EU Taxonomy alignment status of each building.

• Building Information: Provides key details about the building, such as name and location.

• Substantial Contribution Split: Highlights the alignment status with Substantial Contribution (SC) criteria.

• DNSH Split: Indicates compliance with Do No Significant Harm (DNSH) criteria.

• Building Additional Information: Offers supplementary data related to the asset.

• EPC and Benchmark Information: Includes energy performance certificates (EPCs) and benchmarking data.

Download data: You can export the data to a CSV or Excel file by clicking the download icon above the table and selecting your preferred format.