Number of equity investments on the organization’s balance sheet as of the end of the reporting period.
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 2025 - IRIS+ v5.3b Released (current version)
No change.
December 2024 - IRIS+ v5.3a Released
No change.
June 2022 - IRIS+ v5.3 Released
Immaterial change. Minor revisions to definition and usage guidance for clarity.
May 2021 - IRIS+ v5.2 Released
No change.
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.