IRIS Catalog of Metrics

IRIS metrics are designed to measure the social, environmental and financial performance of an investment.

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

  • Racial Equity Strategy (ID9449)

    Indicates whether the organization implements a strategy to set targets, drive progress toward, and report on racial equity goals.

  • Racial Equity Transparency Practice (OD0482)

    Indicates whether the organization has a formalized and ongoing practice of sharing publicly its positions, practices, progress, and advocacy related to racial equity as a mechanism to build trust and…

  • Records System (OI1804)

    Describes the system used by a facility or service for record keeping, including whether it is paper-based or electronic, as of the end of the reporting period.

  • Recycled Materials (OI4328)

    Amount of recycled material used in the organization's products (including packaging) during the reporting period.

  • Recycling Policy (OI6286)

    Indicates whether the organization implements a recycling policy in its operating facilities.

  • Relationship to Target Stakeholders (OD7900)

    Describes the relationship between the organization and its target stakeholders.

  • Renewable Energy Expenditures (OI9206)

    Amount of money spent by the organization for renewable energy infrastructure and technology to produce energy intended for consumption at the organization's operating facilities during the reporting period.

  • Renewal Ratio (PI1275)

    Percentage of the organization’s clients that stay enrolled in policies after their coverage term expires during the reporting period.

  • Repayment Capacity Analysis (PI4733)

    Indicates whether the organization conducts repayment capacity analyses for its clients.

  • Report End Date (OD7111)

    End date of the reporting period for which the organization is providing data.

  • Report Start Date (OD6951)

    Start date of the reporting period for which the organization is providing data.

  • Reporting Currency (OD5990)

    The national currency used to report currency figures in this IRIS report. Indicate based on the International Organization for Standardization (ISO) Currency List. Select from the options in the Reference…

IRIS Version 5.3