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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Value of Community Development Contributions (OI1619)
Value of payments made by the organization during the reporting period towards activities that benefit local communities.
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Value of Community Facilities Financed (PI2410)
Value of community facilities projected to be built, renovated, or purchased as a result of investments made by the organization during the reporting period.
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Value of Equity Investments Closed (PI4142)
Value of equity investments closed by the organization during the reporting period.
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Value of Equity Investments Outstanding (PI7940)
Value of equity investments on the organization's balance sheet at the end of the reporting period.
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Value of Fines and Settlements (OI7639)
Value of payments made by the organization as legal or regulatory fines and settlements during the reporting period.
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Value of Housing Units Financed (PI7233)
Value of housing projected to be constructed or preserved as a result of investments made by the organization during the reporting period.
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Value of Investments in Communities Historically Marginalized Due to Race and/or Ethnicity (II6610)
Value of the investing organization's assets under management deployed to communities that are predominantly populated by groups historically marginalized due to race and/or ethnicity as of the end of…
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Value of Investments in Company: Outstanding (II8480)
Value of the investing organization's outstanding investment in a company as of the end of the reporting period. See usage guidance for details.
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Value of Investments in Company: Total (II9005)
Value of the investing organization's investment in a company as of the beginning of the investment.
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Value of Loans Disbursed (PI5476)
Value of loans disbursed by the organization during the reporting period.
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Value of Loans Fully Repaid on Time (FP9954)
Value of the organization’s loans due for complete payback during the reporting period (but disbursed at any time) that were repaid no later than their due dates.
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Value of Loans Outstanding (PI7569)
Value of disbursed loans remaining on the organization's balance sheet at the end of the reporting period.
IRIS Version 5.3