IRIS+ Catalog of Metrics

Last updated: 2022

The IRIS metrics are designed to support impact investors with measuring the social, environmental and financial performance of their investments. They can be used as part of the broader IRIS+ System for measuring, managing and optimising impact.

Use this resource for the following Actions of Impact Management:

  • Measure, assess and value: Access usage and calculation guidance for the selected metrics.

IRIS+ Guidance / Build an Impact Portfolio

Last updated: 2021

This introductory document outlines how to use IRIS+ to inform investors’ decision-making when building an impact portfolio, enhancing their ability to achieve their impact and financial goals.

Use this resource to:

  • Measure, assess and value: Integrate impact actors into a single-asset-class impact portfolio in private markets.

IRIS+ Guidance / Incorporate Stakeholders

Last updated: 2019

This document provides guidance on how to use IRIS+ to incorporate the voices of affected stakeholders into impact measurement and management practice.

Use this resource to:

  • Use IRIS+ to incorporate the voices of affected stakeholders into impact measurement and management practice.

IRIS+ Guidance / Decision-Making

Last updated: 2019

The “How to use IRIS+ for decision-making” document provides practical guidance on how to use IRIS+ Core Metrics Sets to inform decision-making to enhance impact throughout the investment lifecycle.

Use this resource to:

  • Implement: Understand how to track and mine impact data throughout the investment lifecycle

IRIS+ Guidance / Data Collection

Last updated: 2020

This document belongs to the How-To guidance series of IRIS+ which provide examples of how to use IRIS+ in practice.

Use this resource to:

  • Measure, assess and value: Answer what to measure and how to use impact data to inform decision-making.

IRIS+ Core Metrics Sets

Last updated: 2019

The Core Metrics Sets belong to the IRIS+ Fundamentals guidance series, offering an overview of the core concepts and rules underpinning the IRIS+ methodology for measuring and managing impact.

Use this resource for the following Actions of Impact Management:

  • Measure, assess and value: Impact investors can use the Core Metrics Sets to assess the impacts of their investments.

Standard on applying Social Value Principle 7: Verify the result

Last updated: 2022

This document sets the SVI Standard to apply Principle 7: Verify the result. The essence of this Principle is to take action; to make decisions about social value in response to data and measurement.

Use this resource to:

  • Verification, assurance and certification: Ensure stakeholders are involved in reviewing the final results and verifying them assurance is being provided on behalf of the people who experience the changes in their life.

Standard on applying Social Value Principle 6: Be Transparent

Last updated: 2022

This document sets the SVI Standard to apply Principle 6: Be Transparent. The essence of this Principle is to take action; to make decisions about social value in response to data and measurement.

Use this resource to:

  • Communicate: Demonstrate the basis on which the analysis may be considered accurate and honest, and show that it will be reported to and discussed with stakeholders.

Standard on applying Social Value Principle 8: Be Responsive

Last updated: 2022

This document sets the SVI Standard to apply Principle 8: Be Responsive. The essence of this Principle is to take action; to make decisions about social value in response to data and measurement.

Use this resource to:

  • Implement: Create a structured ‘impact management approach’ that can guide decision making at strategic, tactical, and operational levels to optimise impacts on wellbeing for all materially affected stakeholder groups. This means implementing activities that are designed to maximise the extent and rate of positive changes in wellbeing, whilst also identifying and eliminating activities that result in negative changes in wellbeing as fast as possible.

GRI Standards

Last updated: Various

The GRI Standards are a modular system of interconnected standards for reporting on sustainability performance, covering a wide range of sustainability topics, including climate change, human rights, labour practices and product responsibility. They enable organisations to measure, manage and communicate their sustainability performance effectively.

Use this resource for the following Actions of Impact Management:

  • Communicate: Report to all stakeholders on material topics that reflect the organisation’s most significant impacts. GRI’s standardised metrics help the organisation and its stakeholders compare performance with others.