Investment Lens

  • Geographic Setting
  • Poverty Level


  • Clients
  • Distributors
  • Employees
  • Suppliers

Poverty Assessment (PD3569)

Indicates whether the organization assesses the poverty levels of its intended beneficiaries.
Reporting format
Metric type
Metric level
Product/Service, Organization
IRIS metric citation
IRIS, 2016. Poverty Assessment (PD3569). v4.0.


Organizations should footnote the details around the frequency and ways in which poverty levels are assessed and the type of beneficiary assessed. See usage guidance for further information.

Usage Guidance

  • A poverty assessment is often conducted when poverty reduction is one of the organization's social goals. Organizations can use the metric Target Beneficiaries (OD7212) to indicate the type of beneficiary assessed (e.g., clients, suppliers, distributors).
  • Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households. Additional information related to poverty assessment is also available in the SPI4 (specifically the Essential Practice 1b5). The SPI4 ( is a social audit tool developed for financial service providers but applicable to any organization that has both social and financial objectives.