KPIs for ESG - DVFA

8575 Life Insurance
ESG KPI KPI-Label + Definition
4029 Energy Efficiency E0101 Energy consumption, total
4030 Energy Efficiency E0102 Energy consumption, specific (intensity); Options: per unit of
revenue, per FTE, per unit of production volume (e.g. tonnes of steel)
4031 GHG Emissions E0201 GHG emissions, total (scope I,II, III)
4032 GHG Emissions E0202 GHG emissions, specific; Options: per unit of revenue, per
FTE, per unit of production volume (e.g. tonnes of steel)
4033 Staff Turnover S0101 Percentage of FTEs leaving p.a./total FTEs
4034 Training & Qualification S0202 Average expenses on training per FTE p.a
4035 Maturity of Workforce S0301 Age structure/distribution (number of FTEs per age group, 10-year intervals)
4036 Remuneration S0801 Total amount of bonuses, incentives and stock options paid out in €,$
4037 Remuneration S0802 Total number of FTEs who receive 90 % of total amount of bonuses, incentives and stock options
4038 Remuneration S0803 Key Performance Narrative (Please answer the questions in max. 500 words) Do you take ESG
performance into account in your performance agreements? How do you integrate ESG principles
within performance agreements in your company and to what extent do you apply them?
4039 Litigation risks V0101 Expenses and fines on filings, law suits related to anti-competitive
behavior, anti-trust and monopoly practices
4040 Corruption V0201 Percentage of revenues in regions with Transparency International corruption index below 6.0
4041 Revenues from new
products
V0302 Percentage of new products or modified products introduced less
than 12 months ago
4042 Innovation V0401 Total R&D expenses
4043 Innovation V0403 Total R&D expenses or funding of research to external partners, suppliers or academic research in
monetary terms i.e. currency
4044 Innovation V0403 Total R&D expenses or funding of research to external partners, suppliers or academic research in
monetary terms i.e. currency
4045 Innovation V0409 Total investments in research on new risk in monetary terms i.e. currency
4046 Innovation V0410 Total investments in research on new risk in man days
4047 Innovation V0411 Total investments in research on new risk in monetary terms i.e. currency as a percentage of revenue
4048 Innovation V0412 Total investments in research on ESG-relevant aspects of business such as e.g. eco-design, ecoefficient
production processes, decreasing impact on biodiversity, improving health and safety
conditions of employees or supply chain partners, consulting on integration of ESG aspects in change
management, development of products to exploit ESG opportunities etc. in monetary terms i.e.
currency as a percentage of revenue
4049 Innovation V0413 Percentage of products or services for
- increasing eco-efficiency of client applications or operations
- developing and using clean technologies
- offsetting climate change, carbon emissions , resource depletion
- increasing fuel-efficiency
- making ESG-relevant products operable
(e.g. smart metering, green building technologies)
- financing of ESG-relevant products or services
4050 AuM under ESG E1801 Value of AuM for clients in €, $ managed in accordance to ESG-criteria
4051 AuM under ESG E1802 Value of own AuM in €, $ managed in accordance to ESG-criteria
4052 Contributions to political
parties
G0101 Contributions to political parties as a percentage of total revenues
4053 Dimensions of Pending Legal G0201
Proceedings
Amount in monetary terms i.e. currency in dispute from legal proceedings
4054 Diversity S1001 Percentage of female employees in relation to total employees
4055 Diversity S1002 Percentage of female FTEs in senior positions in relation to total FTEs in senior positions
4056 Diversity S1003 Percentage of total FTEs from ethnic minority groups
4057 Demographic Change S1601 Key Performance Narrative (Please answer the questions in max. 500 words) In many societies,
demographic change can have several adverse effects on companies' business continuity. E.g. aging
of a population may result in an aging workforce while a continuously low birth rate may aggravate
the problem through shortage of young employees to replace those employees retiring. What are the
efffects of demographic change on your company and how do you seek to offset potentially adverse
effects?
4058 Microinsurance S1801 Percentage of total customers protected by microinsurance products
4059 Microinsurance S1802 Percentage of total revenue generated with microinsurance products
4060 Microinsurance S1803 Revenues with microinsurance products in monetary terms i.e. currency
4061 Customer Satisfaction V0601 Percentage of total customers surveyed comprising satisfied customers
4062 Non-Performing Loans V1401 Percentage of non-performing loans in relation to total loans
4063 Non-Performing Loans V1402 Total credit value of non-performing loans in monetary terms i.e. currency
4064 Credit Portfolio, Investments V1501
& Prop Trading
Percentage of loans subjected to ESG-screening
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