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MetricEnvironmental performance - Financial services

Total assets in portfolio

Measurement answer

What this metric measures

Reports total assets in portfolio as a source-independent sustainability result defined by the cleared CDP Full Corporate Questionnaire 2026 package. Question routing, sector, environmental issue, reporting boundary, period and field-level units remain explicit dimensions.

Specification

Metric specification

Result format
Multi-field profile
Unit
field-specific units - CDP source-defined unit, scale and denominator
Reporting basis
The organization reporting period selected for the 2026 CDP disclosure cycle; target, base-year, prior-year and planned observations retain their stated reference period.
Aggregation
Aggregate only observations with the same reporting organization, boundary, period, population, unit, denominator, sector, environmental issue and CDP field definition. Recompute ratios from compatible components rather than averaging percentages.
Pillar
Environmental
Topic
Environmental performance - Financial services
Controlled domain
Sustainable finance
Entity type
Metric

Reporting boundary

The reporting organization and routed CDP full-corporate questionnaire boundary. Facility, geography, division, activity, subsidiary, value-chain position, commodity, asset class and sector remain queryable dimensions and are not silently merged.

Verified source occurrences

Framework coverage

This is one canonical metric. The bindings below show every verified framework occurrence without creating duplicate metric pages. Edition, disclosure, role, and relationship remain source-specific.

  • Adopting Disclosure

    CDP Full Corporate Questionnaire 2026

    Source evidence
    Publisher
    CDP
    Edition
    Full Corporate Questionnaire and Reporting Guidance 2026 v1.3, revised 6 August 2026
    Requirement
    Not Specified
    Relationship
    Defines Disclosure
    Mapping outcome
    Direct Evidence
    Source locator
    Q12.5, numeric field 1 | Q12.5, numeric field 2 | Q12.5, numeric field 3 | Q12.5, numeric field 4 | Q12.5, numeric field 5 | Q12.5, numeric field 6 | Q12.5, numeric field 7 | Q12.5, numeric field 8 | Q12.5, numeric field 9 | Q12.5, numeric field 10 | Q12.5, numeric field 11 | Q12.5, numeric field 12 | Q12.5, numeric field 13 | Q12.5, numeric field 14 | Q12.5, numeric field 15 | Q12.5, numeric field 16 | Q12.5, numeric field 17 | Q12.5, numeric field 18 | Q12.5, numeric field 19 | Q12.5, numeric field 20 | Q12.5, numeric field 21 | Q12.5, numeric field 22 | Q12.5, numeric field 23 | Q12.5, numeric field 24 | Q12.5, numeric field 25 | Q12.5, numeric field 26 | Q12.5, numeric field 27 | Q12.5, numeric field 28
    Open official framework source
  • Adopting Disclosure

    CDP Full Corporate Questionnaire 2026

    sustainable-finance-taxonomy-alignment-profile
    Publisher
    CDP
    Edition
    Full Corporate Questionnaire and Reporting Guidance 2026 v1.3, revised 6 August 2026
    Requirement
    Conditional
    Relationship
    Maps Source Identity
    Mapping outcome
    Published
    Source locator
    Q12.5, numeric field 1 | Q12.5, numeric field 2 | Q12.5, numeric field 3 | Q12.5, numeric field 4 | Q12.5, numeric field 5 | Q12.5, numeric field 6 | Q12.5, numeric field 7 | Q12.5, numeric field 8 | Q12.5, numeric field 9 | Q12.5, numeric field 10 | Q12.5, numeric field 11 | Q12.5, numeric field 12 | Q12.5, numeric field 13 | Q12.5, numeric field 14 | Q12.5, numeric field 15 | Q12.5, numeric field 16 | Q12.5, numeric field 17 | Q12.5, numeric field 18 | Q12.5, numeric field 19 | Q12.5, numeric field 20 | Q12.5, numeric field 21 | Q12.5, numeric field 22 | Q12.5, numeric field 23 | Q12.5, numeric field 24 | Q12.5, numeric field 25 | Q12.5, numeric field 26 | Q12.5, numeric field 27 | Q12.5, numeric field 28
    Open official framework source

Value structure

Dimensions and units

Unit
field-specific units - CDP source-defined unit, scale and denominator
Reporting basis
The organization reporting period selected for the 2026 CDP disclosure cycle; target, base-year, prior-year and planned observations retain their stated reference period.

Unit meaning: Use field-specific units while retaining the stated scale, denominator, population, geography, sector and reporting period.

Table fields and units

  • Total assets in your portfolio (unit currency as selected in 1.2)
  • Total assets covered in the calculation of the taxonomy KPIs in the reporting year
  • Total assets excluded from the calculation of your alignment KPIs in the reporting year
  • Aligned assets based on turnover of investees in the reporting year (unit currency as selected in 1.2)
  • Share of aligned assets based on turnover of investees out of total assets in the reporting year
  • Eligible assets based on turnover of investees in the reporting year
  • Share of eligible assets based on turnover of investees in the reporting year out of total assets in the reporting year
  • Aligned assets based on CAPEX of investees in the reporting year (unit currency as selected in 1.2)
  • Share of aligned assets based on CAPEX of investees out of total asset in the reporting year
  • Eligible assets based on CAPEX of investees in the reporting year
  • Share of eligible assets based on CAPEX of investees out of total asset in the reporting year
  • Share of aligned assets contributing to climate change mitigation based on turnover of investees in the reporting year
  • Share of aligned assets contributing to climate change mitigation that is transitional based on turnover of investees in the reporting year
  • Share of aligned assets contributing to climate change mitigation that is enabling based on turnover of investees in the reporting year
  • Share of aligned assets contributing to climate change adaptation based on turnover of investees in the reporting year
  • Share of aligned assets contributing to climate change adaptation that is adapted based on turnover of investees in the reporting year
  • Share of aligned assets contributing to climate change adaptation that is enabling based on turnover of investees in the reporting year
  • Share of aligned assets contributing to climate change mitigation based on CAPEX of investees in the reporting year
  • Share of aligned assets contributing to climate change mitigation that is transitional based on CAPEX of investees in the reporting year
  • Share of aligned assets contributing to climate change mitigation that is enabling based on CAPEX of investees in the reporting year
  • Share of aligned assets contributing to climate change adaptation based on CAPEX of investees in the reporting year
  • Share of aligned assets contributing to climate change adaptation that is adapted based on CAPEX of investees in the reporting year
  • Share of aligned assets contributing to climate change adaptation that is enabling based on CAPEX of investees in the reporting year
  • Total assets aligned with the taxonomy in the reporting year
  • % of portfolio that is aligned with the taxonomy in the reporting year
  • Total premium written in reporting year (unit currency – as specified in 1.2)
  • Gross premiums written for taxonomy-aligned non-life insurance and reinsurance activities
  • Total premiums written

Published dimensions

  • CDP question routes: Q12.5
  • CDP modules: Environmental performance - Financial services
  • Source field count: 28
  • Reporting organization and period
  • Environmental issue, questionnaire sector and routed disclosure population
  • Facility, geography, activity, commodity, portfolio or value-chain dimensions where applicable
  • Unit, scale, denominator, estimation method and assurance status

Disclosure method

Formula information

Status
Not applicable
Formula type
Structured Disclosure

Disclosure form

Report the direct value or structured profile defined by Q12.5

The pinned public field metadata supplies a direct value or structured result but no universal arithmetic formula; no formula is inferred.

Verified sources

Evidence and status sources

Sustopedia checked each record-specific claim directly against primary publisher material. Labels distinguish current measurement authority from future compatibility and corroborative, legal, edition, or method status context. Corroborative evidence can support a stated limitation but cannot establish the core measurement by itself.

Measurement evidence

  • Measurement evidenceChecked 1 September 2026

    CDP Questionnaire Changes Tracker 2026

    Publisher
    CDP
    Edition
    Full Corporate Questionnaire and Reporting Guidance 2026 v1.3, revised 6 August 2026
    Locator
    Q12.5, numeric field 1 | Q12.5, numeric field 2 | Q12.5, numeric field 3 | Q12.5, numeric field 4 | Q12.5, numeric field 5 | Q12.5, numeric field 6 | Q12.5, numeric field 7 | Q12.5, numeric field 8 | Q12.5, numeric field 9 | Q12.5, numeric field 10 | Q12.5, numeric field 11 | Q12.5, numeric field 12 | Q12.5, numeric field 13 | Q12.5, numeric field 14 | Q12.5, numeric field 15 | Q12.5, numeric field 16 | Q12.5, numeric field 17 | Q12.5, numeric field 18 | Q12.5, numeric field 19 | Q12.5, numeric field 20 | Q12.5, numeric field 21 | Q12.5, numeric field 22 | Q12.5, numeric field 23 | Q12.5, numeric field 24 | Q12.5, numeric field 25 | Q12.5, numeric field 26 | Q12.5, numeric field 27 | Q12.5, numeric field 28

    Supports: The cleared 2026 CDP package establishes Total assets in portfolio through Q12.5.

    Open official source

Use with context

Interpretation boundaries

Method disclosures required

Source-edition basis: Full Corporate Questionnaire and Reporting Guidance 2026 v1.3, revised 6 August 2026

  • State the CDP edition, question route, questionnaire sector and environmental issue.
  • State the reporting organization, boundary, period, geography, facility, activity, commodity, portfolio or value-chain population as applicable.
  • State every field-level unit, scale, denominator, estimation method, source data, uncertainty and assurance status.
  • Identify base-year, target-year, planned, prior-year and reporting-year observations separately.

Record-specific limitations

  • CDP questionnaire setup and prior responses determine which fields an organization sees; absence of a routed field is not a zero value.
  • The public Changes Tracker v3 is the maximum field universe and Version Control v1.3 supplies current edition evidence.
  • Comparability depends on consistent routing, boundary, period, unit, denominator, sector and method.
  • No universal arithmetic formula is inferred when the pinned public package supplies only a direct value or structured response field.

Interpret this metric with the stated reporting boundary, period convention, value shape, and unit. Results prepared with different boundaries or conventions may not be directly comparable.

Measurement evidence supports the core record-specific claims described above. Corroborative evidence can support limitations, while compatibility and status sources provide their separately labelled context. None of these cards by itself determines an organisation's legal applicability, filing readiness, assurance status, or compliance conclusion.