SPTF is a global membership organization dedicated to social and environmental performance management—a way of doing business that puts client well-being, employees, and the environment at the center of every decision. We offer a full suite of tools to help financial service providers and impact investors define their goals for social performance, improve their practices, and deliver positive outcomes for all stakeholders. At SPTF, we believe in the power of getting started. Wherever you are on your social and environmental performance management journey—curious, unsure where to start, stuck on a certain point, or determined to grow from good to great— we will meet you where you are, with the resources that you need.
Our signature product. First published in 2012, the Universal Standards are now in their third edition and reflect the collective real-world wisdom of financial service providers from all over the world.
Offers comprehensive guidance to financial institutions on how to implement the practices found in the Universal Standards for Social and Environmental Performance Management.
Client protection is not the whole of social and environmental performance management—but it is one very important element. The Client Protection Pathway is a three-step roadmap with a set of practical resources and recognition for hitting milestones.
With generous support from donors, SPTF delivers hands-on training and co-financing of social performance management projects through our Responsible Inclusive Finance Facilities, or RIFFs. Organized by region, the RIFFs currently operate in Africa, Asia, and Latin America/Caribbean.
SPTF uses our global convening power to facilitate working groups organized around impact investing, customer empowerment, digital financial services, and other timely issues. Our working groups are active and engaged, and facilitated by experts in their respective subject areas.
CERISE SPI4 is a social performance audit tool to help financial service providers achieve their social mission. SPI4 brings together industry standards under one tool, offering a common language for reporting to stakeholders. The audit guide provides practical, field-based guidance on how to conduct an audit and analyze the SPI4 indicators.
John de Wit,Small Enterprise Foundation
Lone Søndergaard, Nordic Microfinance Initiative
Tris Lumley,New Philanthropy Capital
FSP UGAFODE Uganda describes how SPM helped turn their failing business around.
FSP Contractor discusses how SPM helps it balance social and financial goals.
Prominent investors describe how they benefit from the Universal Standards.