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SPTF Spotlight: Highlighted SPM Resources   

SPTF Social Investor Working Group 2017 Meeting on  
Responsible Inclusive Finance   

During the 2017 SPTF Social Investor Working Group Meeting on Responsible Inclusive Finance, the group identified two new sub-working groups

1. Assessing social and environmental performance of SME lenders, an area where SPTF and e-MFP will collaborate and also an area very connected to the evolution of the Universal Standards and its applicability beyond "traditional microfinance."

2.  Increasing alignment between asset owners and investment managers, an area where SPTF is collaborating with UNPRI, GIIN, the WEF, and the Impact Management Project.

The group members also agreed to continue working on other priority areas, including: Harmonizing SPM due diligence (ALINUS), harmonizing loan agreement covenants (looking at FX risks), measuring and reporting on social outcomes, pricing transparency data platform (providing feedback to the simulation to be conducted by Microfinanza Rating), equity and responsible exits, and preventing over-indebtedness.
The meeting, which included 67 investors, was held March 15-16 in Zurich. Thank you to those who attended and a special thanks to our hosts, SDC, SCBF, and the Center for Sustainable Finance and Private Wealth at the University of Zurich.  The next in-person meeting will be held during the SPTF Annual Meeting in Mexico City on June 6, 2017.
The Working group co-chairs will also hold a webinar on May 12, 2017 at 9am (EDT) to share SPTF news and updates (including the strategic planning process) and priorities for the Social Investor Working Group. The session will outline next steps on the two new sub-groups described above as well as for the other ongoing areas of priority. Dial in details and agenda will be shared soon.

Please contact Leticia Emme with any questions concerning this working group.

SPTF Guidance Note
SPM Standout

Low Growth: SPM Solutions 

Low growth can constrain your social goal of financial inclusion and may harm your financial bottom line. This guidance note will help you use the Universal Standards to tackle the challenge of low growth.

Banco de Ahorro y Crédito Adopem

Read in English and Spanish how Banco de Ahorro y Crédito Adopem promotes responsible finance through its different products and services.

Is your institution looking for an SPM consultant for your next project?
Don't forget to check out the SPTF Technical Assistance Database!

Social InvEstor Working Group
Outcomes Working Group

The 2017 Meeting

Read the summary notes and presentations of the 2017 meeting. 

New Webinar in Spanish 

“Señales tempranas de estrés económico y el sobre-endeudamiento en el cliente,” a webinar and PPT presention in Spanish on our page.

past Meetings & Webinars
SPTF Resource Center

Digital Platforms

"Pushing Digital Platforms - How ‘Ready’ is the Client Ecosystem?" This webinar/PPT presentation was present by Grameen Foundation India.

Client Assessment Questionnaire 

Use this questionnaire on all new clients, at the time of their entry, to assess their socioeconomic status.  It is also administered to clients, during their fourth loan cycle, to measure change in the client’s socioeconomic status over time.


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 Guidance Notes SPTF Resource Center
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