Social Performance Mainstreaming
Introduction and SDC's key partner Introduction and SDC's key partner Social performance is about making a financial service provider’s social mission a reality. It includes an analysis of the declared objectives of institutions, the effectiveness of their systems and services in meeting these objectives, related outputs (for example, reaching larger numbers of very poor households) and success in effecting positive changes in the lives of clients. Since 2004, SDC has contributed significantly to the progress made in promoting microfinance standards for social performance measurement and disclosure through a pro-active role in CGAP, in the Social Performance Task Force (SPTF), the Social Performance Indicator Initiative, the Rating Initiative, the Client Protection Campaign and exchanges with Swiss microfinance investors. This has led to growing transparency and accountability in the global microfinance industry.
SDC actively supports the following initiatives: CERISE: Social Performance Indicators Initiative The Social Performance Task Force The Rating Initiative: The Rating Initiative was launched in September 2008 and it is administated by ADA in Luxembourg. The Initiative collaborates with the Social Performance Task Force in all aspects concerning social ratings. The Rating Initiative aims at promoting and contributing to the establishment of a financially viable, sustainable and healthy global microfinance rating market both from the demand and supply side in underserved regions for financial ratings and in all regions for social ratings. The Rating Initiative also works at developing a standard rating product that combines financial and social performance. Visit the website for more information or FSD links. The Smart Campaign: The Smart Campaign seeks to unite microfinance providers worldwide to develop and implement standards for the appropriate treatment of low-income clients based on six principles. The overall objective of the Campaign is for these principles to become embedded within the fabric of the microfinance community and for microfinance to be recognized as a strongly pro-consumer industry. The six principles of the client protection campaign are: 1. Avoidance of over-indebtedness SDC represents bilateral donors in the Camaign's Steering Committee since its launch in March 2009. For more information, please visit the website of the Smart campaign. There you will also find an extensive list of all the campaign endorsers including most of our Swiss partners. Apart from the publications listed below you might also want to have a look at the presentations given at the "Savings & Forum on Mainstreaming Social Performance in Microfinance - Implementing the Double Bottom Line". (2 July 2010) |
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Your search "Category: FSD Social Performance" resulted 11 Hits:
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List of references from the Savings and Credit Forum July 2010 Author: Intercooperation Compilation of relevant references, handed out on the occasion of the Savings & Credit Forum on "Mainstreaming Social Performance in Microfinance - Implementing the Double Bottom Line" on 2 July 2010
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Audit of the Social Performance of Microfinance Institutions: the SPI Questionnaire 3.1 January 2010 Author: Cerise This is a questionnaire that assesses principles, actions and corrective measures implemented by the MFI to achieve its social mission. It is composed of three main elements: 1) the identity of the MFI 2) the institutions’ own social mission and strategy. 3) the organizational processes in the light of four dimensions: a) outreach to the poor and excluded; b) adaptation of services and products to the target clients; c) improvement of the economic and social benefits for the clients and their families; and d) the institution's social responsibility The questionnaire is compatible with the Mix Market reporting and complemented with a guide in English, French and Spanish(see below).
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Audit of the Social Performance of Microfinance Institutions: The Operational Guide to Questionnaire January 2010 Author: Cerise This operational guide complements the questionnaire aimed at supporting MFIs to assess their social performance. English Version 3.1 (Jan. 2010), French Vérsion 3.0 (to be translated soon), Spanish Versión 3.0 (Nov. 2009)
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Implementing the Client Protection Principles. A Technical Guide for Investors. September 2009 Author: S.Forster, E.Lahaye and K.McKee for CGAP Client protection is a key issue in microfinance. The Client Protection Principles are a set of global principles aimed at ensuring microfinance clients are treated fairly and responsibly and do not become over-indebted. This Guide offers simple and straightforward guidance and tools for investors seeking to incorporate the Principles into their investment processes. It was compiled by CGAP, drawing on contributions from across the microfinance investor community.
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Challenging the “trade off theories”? The links between Financial and Social Performance. June 2009 Author: INCOFIN and Cerise This presentation outlines the link between social and financial performance by means of an empirical study using data from Cerise and INCOFIN. The presentation concludes that although poverty targeting can be costly, other social performance dimensions have positive effects on financial performance.
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The Relationship Between Social and Financial Performance in Microfinance June 2009 Author: W. Angora, F. Bédécarrats, C. Lapenu Microfinance is driven by two objectives, social and financial: This brief analyses the relationship between these two objectives: is strong social performance a business asset, an unproductive expense, or a fashionable term with no effect on financial viability? The analysis is based on social and financial data from 126 MFIs (data on SPI audit tool and financial performance of a representative range of MFIs worldwide).
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Social Performance Standards Report 2009 Author: MIX This Social Performance Standards Report was created by MIX to collect information on the 22 core indicators selected by The Social Performance Task Force. Part I of the report contains 13 indicators which mainly focus on an MFI's mission, products and services offered, social responsibility to clients and to staff, and clients outreach. Part II contains 6 indicators which focus on employment outreach, social responsibility to community and to environment, and children education. Finally, the table for poverty measurement contains the remaining 3 indicators on poverty levels. MFIs that want to update their profile on MIX Market with the social performance indicators are expected to be able to report information on the 13 indicators contained in Part I of the report. Finally, a glossary has been created to link those indicators which are most difficult to conceptualize and conform to a standard definition.
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The Role of Investors in Promoting Social Performance in Microfinance June 2008 Author: European Microfinance Platform This publication of the European Microfinance Platform (e-MFP)discusses the role investors can play in introducing social performance. The publication was prepared by the Social Performance Working Group of e-MFP, and is partly based on a workshop for Microfinance Investment Vehicles (MIV) organised by SDC in Bern in March 2007. The French copy contains only the part on the MIV workshop - La copie française ne contient que les conclusions du séminare sur la pérformance sociale de mars 2007 à Berne.
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Social Performance Glossary October 2006 Author: Gary Woller, SEEP Network This glossary defines key terms, concepts and best practice principles in social performance of microfinance institutions.The terms and definitions in the glossary are listed alphabetically. They are also listed by category at the back of the glossary.
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Conceptual Note on Social Performance October 2006 Author: SEEP Network This note presents all important concepts of social performance of microfinance institutions: definitions; benefits of social performance management; a presentation of social performance assessment approaches, including the presentation of 10 tools of poverty assessment/social performance management; the description of different social rating approaches. The publication contains boxes with case studies.
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