Dataset Factsheet

EU Taxonomy

This dataset provides complete coverage of EU Taxonomy metrics across NFRD and CSRD companies. Our data captures both aggregate and granular activity-level insights on taxonomy alignment (A1) and eligibility (A2, A) across turnover, OPEX, and CAPEX. Rigorously standardized according to Commission Delegated Regulation (EU) 2023/2486, this dataset is essential for asset managers and financial institutions navigating sustainable finance regulations and investment decisions.

Data Characteristics

Company coverage

1800

Geographical Coverage

Europe

Sectorical Coverage

All Sectors

Data Historical Range

From 2021 to 2024

Median Data History

2 years

Data Traceability Rate

100%

Data Frequency

Annual

Average Reporting Lag

3 months

Data format

Point-in-Time

Dimensions and Metrics

Use Cases

Asset Management

Article 8 & 9 Fund ManagementDesign and manage taxonomy-aligned investment products that meet SFDR requirements. Monitor universe taxonomy alignment for Article 8 and 9 funds and ensure compliance with stated environmental objectives through granular activity-level data.

MiFID II Sustainability PreferencesAssess financial products against clients' taxonomy preferences under MiFID II requirements. Map investment products to taxonomy criteria and enable client-specific screening based on taxonomy alignment preferences.

Portfolio Construction & ManagementIntegrate taxonomy metrics into universe construction and optimization processes. Screen investments based on taxonomy alignment and monitor universe-level taxonomy exposure across asset classes.

EU ESG Template (EET) ReportingPopulate EET templates accurately with standardized taxonomy data for fund distribution. Enable automated EET reporting workflows and maintain consistency across different reporting periods.

Impact & Thematic Product DevelopmentDesign innovative financial products targeting specific environmental objectives using granular taxonomy activity data. Create thematic funds focused on climate transition, water resources, or circular economy using taxonomy-aligned screening criteria.

Engagement & StewardshipInform company engagement strategies with detailed taxonomy alignment data and sector benchmarks. Support dialogue with universe companies on improving taxonomy alignment and disclosure practices through data-driven insights.

Financial Institutions & Banking

Green Asset Ratio CalculationCalculate and report Green Asset Ratio (GAR) accurately using standardized EU Taxonomy data across lending universes. Monitor taxonomy alignment of credit exposures and assess taxonomy eligibility of banking book positions to meet regulatory requirements.

Sustainable Lending StrategyDesign taxonomy-aligned lending products and assess credit applications against EU Taxonomy criteria. Enable risk-adjusted pricing based on borrowers' taxonomy alignment and support transition finance strategies with objective taxonomy metrics.

Credit Risk AssessmentIncorporate taxonomy alignment data into credit risk models to evaluate borrowers' transition readiness and regulatory compliance. Assess potential impacts of taxonomy-related regulations on borrower creditworthiness and universe risk.

Regulatory Reporting & ComplianceMeet supervisory expectations for taxonomy-related disclosures and reporting requirements. Support Pillar 3 ESG disclosures with comprehensive taxonomy data and enable automated regulatory reporting workflows.

Green Bond Framework DevelopmentDesign green bond frameworks aligned with EU Taxonomy criteria using comprehensive activity-level data. Validate use of proceeds against taxonomy technical screening criteria and enable impact reporting aligned with taxonomy metrics.

Transition Finance StrategyDevelop transition finance strategies using taxonomy data to identify sectors and companies in transition. Support clients' taxonomy alignment improvement plans with sector-specific insights and benchmarks.

FinTech

Regulatory Reporting PlatformsDevelop automated solutions for taxonomy-related regulatory reporting requirements. Create tools for calculating taxonomy ratios and generating regulatory disclosures aligned with EU requirements.

Portfolio Analytics ToolsBuild universe analysis tools incorporating taxonomy metrics for investment decision-making. Enable taxonomy-based screening and universe optimization capabilities within investment platforms.

Data Analytics & ScoringDevelop taxonomy-based scoring models and analytics tools for assessing company performance. Create taxonomy alignment predictive models and sector-specific taxonomy benchmarking capabilities.

Green Asset Ratio Calculation ToolsDevelop automated solutions for calculating and monitoring Green Asset Ratio for banking clients. Create tools for simulating GAR impacts of different business strategies and universe compositions.

Taxonomy Alignment Screening ToolsBuild screening tools that assess alignment with taxonomy criteria across different environmental objectives. Enable automated verification of DNSH criteria and minimum safeguards compliance.

Corporates

Strategic PlanningDevelop taxonomy-aligned business strategies using comprehensive benchmark data. Identify opportunities for improving taxonomy alignment and assess competitive positioning through peer comparison.

Investor CommunicationSupport investor relations with detailed taxonomy performance data and peer benchmarks. Enable transparent communication of taxonomy alignment progress and strategic initiatives.

CapEx PlanningInform capital expenditure decisions with taxonomy alignment analysis and sector benchmarks. Evaluate investment opportunities against taxonomy criteria to optimize alignment of future activities.

Professional Services & Consulting

Taxonomy Implementation AdvisoryGuide clients through taxonomy implementation processes with data-driven insights and benchmarks. Support alignment assessment and gap analysis using comprehensive taxonomy metrics and sector comparisons.

Regulatory Compliance SupportAssist clients in meeting taxonomy-related regulatory requirements across different jurisdictions. Provide data-backed recommendations for improving taxonomy alignment and disclosure practices.

Strategic PlanningHelp clients develop taxonomy-aligned business strategies and transition plans. Support target-setting and roadmap development with benchmark-based insights and peer analysis.

Technical Screening Criteria AssessmentSupport clients in assessing compliance with technical screening criteria across different activities. Provide detailed gap analysis and improvement recommendations based on taxonomy requirements and peer performance.

DNSH & Minimum Safeguards VerificationAssist clients in verifying compliance with Do No Significant Harm criteria and minimum safeguards. Enable comprehensive assessment of taxonomy alignment requirements using standardized verification frameworks.

Research & Academia

Policy Impact AnalysisAnalyze the effectiveness of the EU Taxonomy regulation in driving sustainable investment and economic transformation. Study taxonomy alignment trends across sectors and assess implications for sustainable finance policy.

Sustainable Finance ResearchConduct empirical research on taxonomy alignment patterns and their relationship with financial performance. Study the impact of taxonomy criteria on capital allocation and market behavior.

Environmental Objective AnalysisStudy the contribution of different economic activities to environmental objectives under the taxonomy. Analyze the effectiveness of taxonomy criteria in driving environmental improvements across sectors.

Unique Data Value Proposition

Tracenable's EU taxonomy data sets the market benchmark for precision, standardization, and reliability. Learn why our data stands apart:

Fully Compliant with the Latest Standards

Our EU Taxonomy data is meticulously standardized to align with the Commission Delegated Regulation (EU) 2023/2486, capturing both activity-level details and aggregate metrics across turnover, CAPEX, and OPEX. This rigorous standardization ensures seamless regulatory reporting and cross-company comparability.

Unbiased Data Integrity

We perform comprehensive validation of taxonomy metrics through cross-reference checks and mathematical relationship verification (e.g., A=A1+A2) across all environmental objectives. This ensures data completeness and accuracy while maintaining the integrity of company-reported figures without estimations.

Precision in Every Figure

Our advanced cross-source data precision matching algorithm ensures delivery of the most granular taxonomy metrics. For instance, we capture exact activity-level figures like 1,671,540 EUR rather than rounded-sm aggregates, enabling detailed compliance analysis and accurate regulatory reporting.

End-to-End Data Traceability

Every taxonomy data point is linked to its original source document with exact page references and coordinates, complemented by documented calculation methodologies. This transparency enables confident verification of taxonomy metrics and supports regulatory compliance processes.

Fully Compliant with the Latest Standards

Unbiased Data Integrity

Precision in Every Figure

End-to-End Data Traceability

Data Dictionary

Attribute	Type/Format	Description	Example
isin	Alphanumeric String	International Securities Identification Number (ISIN) of the primary publicly traded financial instrument associated with the company.	US42704L1044
lei	Alphanumeric String	Legal Entity Identifier (LEI)	549300TP80QLITMSBP82
figi	Alphanumeric String	Financial Instrument Global Identifier (FIGI) of the primary publicly traded financial instrument associated with the company.	BBG00WNPK2F5
ticker	String	Ticker symbol of the primary publicly traded financial instrument associated with the company.	HRI
mic_code	String	Market Identifier Code (MIC) of the primary publicly traded financial instrument associated with the company.	XNGS
exchange	String	Stock exchange of the primary publicly traded financial instrument associated with the company.	NASDAQ
permid	Numerical String	Permanent Identifier	4295900057
company_name	String	Legal name of the company.	HERC HOLDINGS INC
country	Categorical String	Country where the company's headquarters are located.	United States
sector	String	Sector in which the company operates.	Technology
industry	String	Industry classification of the company.	Software - Application
year_of_disclosure	Year (YYYY)	Year in which the data point was disclosed.	2023
reporting_period	Year (YYYY)	Period for which the data point was measured, assessed, or is applicable.	2023
metric	String	The specific measurement or data points requested.	EU Taxonomy-Aligned (A1) Turnover Activities
level	Categorical String	Level of data distinguishing between Total or Activities.	Total
kpi	Categorical String	Key Performance Indicator (KPI) requested (turnover, OPEX or CAPEX).	Turnover
screening_criteria	Categorical String	EU Taxonomy screening criteria (A1, A2, A, B).	Aligned (A1)
activities	Array of Strings	Economic activities that meet the EU Taxonomy's criteria for environmentally sustainable classifications.	['4.9 CCM/CCA - Transmission and distribution of electricity']
relative_value	Numerical Float	Proportion of turnover, OPEX, or CAPEX.	0.156
relative_value_unit	Categorical String	Unit of measurement of the relative value.	Percentage of Total Turnover
absolute_value	Numerical Float	Amount of turnover, OPEX, or CAPEX in absolute terms.	3,978,900,000
absolute_value_ccy	Categorical String	Currency in which the absolute value is reported.	EUR
scope_of_disclosure	Categorical String	Oganizational boundaries used for data consolidation.	Operational Control
contribution_to_ccm	Categorical String	Contribution type of the activity(ies) to the Climate Change Mitigation (CCM) environmental objective (EO).	Aligned (Most Relevant EO)
contribution_to_cca	Categorical String	Contribution type of the activity(ies) to the Climate Change Adaptation (CCA) EO.	Eligible-not-aligned
contribution_to_wtr	Categorical String	Contribution type of the activity(ies) to the Water and Marine Resources (WTR) EO.	Eligible-not-aligned
contribution_to_ce	Categorical String	Contribution type of the activity(ies) to the Circular Economy (CE) EO.	Eligible-not-aligned
contribution_to_ppc	Categorical String	Contribution type of the activity(ies) to the Pollution Prevention and Control (PPC) EO.	Eligible-not-aligned
contribution_to_bio	Categorical String	Contribution type of the activity(ies) to the Biodiversity and Ecosystems (BIO) EO.	Eligible-not-aligned
pct_contribution_to_ccm	Numerical Float	Proportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Climate Change Mitigation (CCM) EO.	0.156
pct_contribution_to_cca	Numerical Float	Proportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Climate Change Adaptation (CCA) EO.	0
pct_contribution_to_wtr	Numerical Float	Proportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Water and Marine Resources (WTR) EO.	0
pct_contribution_to_ce	Numerical Float	Proportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Circular Economy (CE) EO.	0
pct_contribution_to_ppc	Numerical Float	Proportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Pollution Prevention and Control (PPC) EO.	0
pct_contribution_to_bio	Numerical Float	Proportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Biodiversity and Ecosystems (BIO) EO.	0
activities_contribution_type	Categorical String	Contribution type of the activity(ies) according to the Taxonomy classification (Enabling, Transitional or Substantial). When the contribution type cannot be clearly determined, the value is set to "Not Specified".	Enabling
source_names	Array of Strings	Names of the sources from which the reported data was obtained.	['Corporate Responsibility Report']
company_id	String	Tracenable's internal company identifier.	dfb6bd7b-facf-4d0f-86a2-f1eedf191946
document_id	String	Tracenable's internal source document identifier.	4a32b902-ae42-4692-ae96-b42c99fdd2f9
traceability_source_url	String	URL linking to the Tracenable platform, where each data point can be verified. Enables direct access to the audit trail for validation and transparency purposes.	https://platform.tracenable.com/source-trace?data-request-id-hash=U8yYrY3CMUDM&project=eu-taxonomy