To use IRIS metrics—and the resulting data—as part of the investment management process, IRIS metrics should be used and analyzed in generally accepted sets and according to well-defined objectives. To access generally accepted Core Metrics Sets by Theme or Sustainable Development Goal (SDG), set up a profile.
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Responsible Financial Products/Services Offered (PI8255)
Describes the use of the financial product/service provided by the organization, or disaggregates another metric in terms of one or more financial product or service. For loans, this is often called "loan…
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Responsible Financial Products/Services Offered (PI1209)
Indicates whether the organization offers responsible financial products and services. See usage guidance for further information.
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Retained Earnings (FP8653)
Value of the sum of the organization's profits, cumulative from inception to the end of the reporting period, not paid out as dividends but retained by the organization for reinvestment in its core business…
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Return on Assets (ROA) (FP4326)
Value of an organization’s net profit after taxes generated per dollar invested in total assets as of the end of the reporting period. This is a profitability ratio calculated as net income less taxes,…
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Return on Equity (ROE) (FP2651)
Value of an organization’s net profit generated per dollar of shareholders’ equity during the reporting period. This is a profitability ratio calculated as net income divided by average total equity or…
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Revenue from Grants and Donations (FP3021)
Value of revenue contributed as grants and donations during the reporting period.
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Revenue Generated at Directly Supported/Financed Enterprises (PI3180)
Revenue of enterprises financed or supported by the organization during the reporting period.
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Revenue Growth (FP4761)
Percentage growth in value of the organization's revenue from one reporting period to another.
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Sales Revenue (PI1775)
Value of revenue received during the reporting period from sales of the organization’s products/services.
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Sales Revenue: Certified (PI7321)
Value of revenue received from sales of the organization’s certified products during the reporting period.
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Sales Revenue: Collected Directly (FP8300)
Value of revenue during the reporting period from sales of the organization’s products/services and collected directly from clients.
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Sales Revenue: Collected from Third Party Payers (FP5624)
Value of revenue during the reporting period from sales of the organization’s products/services and collected from third-party (public or private) payers.
IRIS Version 5.3