Number of equity investments on the organization’s balance sheet as of the end of the reporting period.
Organizations should footnote all assumptions used. See usage guidance for further information.
This metric is intended to capture equity investments made by the organization in for-profit enterprises and outstanding as of the end of the reporting period.
In an equity investment, in exchange for investment funds, the organization receives an ownership interest in the equity (stock) of the enterprise, either common or preferred stock.
Organizations are encouraged to footnote whether their equity is held directly in enterprises or through funds.
June 2022 - IRIS v5.3 Released (current version)
Immaterial change. Minor revisions to definition and usage guidance for clarity.
January 2020 - IRIS v5.1 Released
No change.
May 2019 - IRIS v5.0 Released
No change.
March 2016 - IRIS v4.0 Released
No change.
March 2014 - IRIS v3.0 Released
Immaterial change. Minor revision to definition language for clarity.
November 2011 - IRIS v2.2 Released
No change.
February 2011 - IRIS v2.1 Released
No change.
September 2010 - IRIS v2.0 Released
New metric. Equity Portfolio Outstanding - Number of Investments (PI1914) was developed via the Financial Services Working Group.
IRIS Metrics Work Better in Sets
To use IRIS metrics—and the resulting data—to understand impact performance, IRIS metrics should be used and analyzed in generally accepted sets and according to well-defined objectives. IRIS+ gives you access to generally accepted Core Metrics Sets aligned to common Impact Themes and Sustainable Development Goals (SDGs).