Social Performance Task Force

SPTF Newsletter

Your SPM Updates for July 2017                        

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October 9, 2017

"Introduction to SPM and Outcomes"
Training, Africa Microfinance Week
Addis Ababa, Ethiopia

Join SPTF for a day-long SPM training at Africa Microfinance Week. The training will introduce the Universal Standards for SPM, as well as share lessons from the field on client outcomes and action plan implementation. To register, email

Oct. 11, 2017 

"How SPM can increase the effectiveness of lending to SMEs"
Panel, Africa Microfinance Week

Addis Ababa, Ethiopia

SPTF and CERISE will host a panel discussion on the challenges financial services providers (FSPs) face when lending to SMEs and the ways SPM can help providers address those challenges. 

October 13, 2017

"Introduction to the SPI4 Audit Tool"
Training, African Microfinance Week

Addis Ababa, Ethiopia

Join CERISE for a day-long introductory training on the SPI4 audit tool. The tool lets FSPs assess themselves against the full set of Universal Standards for SPM. Email to register.

Oct. 30 - Nov. 3, 2017

Financial Inclusion Week 2017

During this week, the Center for Financial Inclusion will gather global organizations to discuss how products and partnerships are advancing financial inclusion, not just financial access. CFI is calling for organizations to host events during the week, including conferences, webinars, and twitter chats.


2017 SPTF Annual Meeting 

Did you miss the 2017 SPTF Annual Meeting? Review the meeting notes and presentations on SPTF's website, check out the Special Edition newsletter, and read Microfinance Gateway's blog on the regulation panel. 

SPTF analyzing applicability of Universal Standards to SMEs

As financial services to low-income clients expand into new services and technologies, investors are increasingly asking about the applicability of the Universal Standards beyond traditional microfinance. To address this, SPTF and e-MFP are creating a joint Action Group to assess how SPM standards apply to SME lenders.

The group will start by analyzing the differences in assessing SPM for providers that finance micro-entrepreneurs vs. those that finance SMEs. It will map tools used by MIVs and DFIs investing in FSPs that have part of their portfolio in SMEs. Given this analysis, the group will work to identify the best indicators for evaluating the SPM of SME lenders, with the goal of eventually creating a comprehensive assessment/due diligence tool.

SPTF will share its initial findings at conferences later this year: African Microfinance Week in October and European Microfinance Week in November.   

News from our Members

PPI News: Mexico PPI Update, Webinar for Impact Investors 

Last month, Innovations for Poverty Action (IPA) announced the release of an updated Progress out of Poverty Index (PPI) for Mexico. The Mexico update was conducted by Mark Schreiner in May 2017.

The same month, IPA also held a webinar for impact investors on using PPI data. During the webinar, Ashley Speyer of Acumen discussed why her organization uses the PPI, and Samantha Duncan, LeapFrog Investments' Head of Impact, shared how PPI helps LeapFrog investees segment markets. Listen to the recording and view the presentation here

Toniic Impact Investor Podcast Series

In its T100 Launch Report, Toniic found that investors working with advisors are moving faster into impact than investors without advisors. To expand on this, it partnered with Heron Foundation to record and share five podcast interviews with impact advisors of Toniic 100% Impact Network participants.

SPTF Featured Member

Sascha Noé

Social Performance and Impact Manager, 
Cordaid Investment Management 

"Cordaid sees measuring impact as an ongoing process that directly influences what we do and how we do it. Doing 'no harm' is not enough; creating social impact is what drives us from the initial screening of potential partners until the moment the cooperation comes to an end."
Read more.

Responsible Microfinance Facility - Quarterly Update

The Responsible Microfinance Facility (RMF) is an initiative aimed at strengthening capacity and SPM practices of financial institutions in Africa and the Middle East. The RMF offers trainings and provides co-financing to financial institutions for capacity-building activities. Launched in 2015, the RMF is funded by the Agence Française de Développement and managed by SPTF in collaboration with the Smart Campaign

The RMF has received more than 150 applications to date for trainings or grants to co-finance projects that were designed by FSPs. The RMF has approved 28 trainings and 38 grants, implemented across 27 different countries in Africa and the Middle East. 

The RMF Steering Committee reviews applications on a quarterly basis. Please apply by September 20, 2017 to be considered in the third quarter review. Application forms are available in French or English. 


Manager of Product Development, Impact Measurement and Management Team, GIIN

Engagement Manager, Impact and Management Team, GIIN

ESG and Impact Officer, Triple Jump 

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Resources and References

Explore the resources below for tools and guidance to help strengthen your social performance management and achieve your social and financial goals.

Universal Standards for Social Performance Management Technical Assistance Database  Universal Standards Implementation Guide
SPI4 Tool SPTF Guidance Notes SPTF Resource Center
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