Social Performance Task Force

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Your SPM Updates for November          

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SPTF Annual Meeting: Register now!

Registration is open for the next SPTF annual meeting, which will be held in India in February 2018. The event -- entitled Customer Centricity Learning Event: Enabling Financial Choices and Positive Outcomes for Low-Income Customers -- is being jointly organized with CGAP, LeapFrog Investments, and Dvara. See below for more details. Register by December 15 to qualify for early bird rates! 


Nov. 15 - Dec. 12, 2017

Training of Trainers Webinar Series

This free series, funded by the Responsible Microfinance Facility, is designed to help technical assistance (TA) providers better implement specific aspects of SPM. Webinars will be held in French and English.

French series

English series

Each webinar will be 90 minutes. Independent consultant Anne-Laure Behaghel will lead all webinars on pricing transparency and overindebtedness. Independent consultant Patrick Djondo, will lead the client complaints mechanism webinar in French.

Nov. 29 - Dec. 1, 2017 

European Microfinance Week

This year's European Microfinance Week will feature several trainings, panels and discussions on social performance, including: 

  • Nov. 29, full-day training on SPI4 ALINUS
  • Nov. 29, e-MFP Investor Action Group Meeting on SME Finance. The SPTF Social Investor Working Group has partnered with this group to discuss how SPM standards apply to SME finance. 
  • Nov. 30, Panel: Social Performance in Fintech. SPTF Executive Director Laura Foose will moderate, drawing on lessons from SPTF's Fintech webinar series
  • Dec. 1, Panel: Financial Inclusion of Refugees. SPTF Deputy Director Amelia Greenberg will moderate, with panelists from EIB, UNHCR, MfW, and Mastercard. Amelia runs SPTF's Refugee Microfinance Working Group, which aims to promote financial inclusion of refugees. 

Nov. 28, 2017

Outcomes Working Group Webinar 
2 p.m. - 3 p.m. EST

Join this webinar, conducted in Spanish, to hear Fundación Paraguaya and Truelift representatives discuss their experience with measuring, analyzing, and using client outcomes data to make decisions. The webinar is the latest from SPTF's Outcomes Working Group, which promotes strong outcomes management by financial service providers. This webinar repeats the content of the webinar held in English on Oct. 23. 

Dec. 5, 2017 

Investor Webinar: SPM and Fintech 
9 a.m. - 10:30 a.m. EST 

During this webinar, open to investors only, Anup Singh of MicroSave will discuss the issues of willingness to pay and adequate pricing approaches for Fintech companies. The webinar is the latest in the series from CDC Group and SPTF on how investment analysts can evaluate client protection risks in Fintech investments. Listen to the previous webinars here

Dec. 11, 2017 

Outcomes Working Group Webinar
10 a.m. - 11 a.m. EST

Julie Peachey and Varun Kshirsagar of Innovations for Poverty Action (IPA) will lead an Outcomes Working Group webinar to present the new PPI name, website, methodology, and user guide, as well as to discuss how FSPs can use PPI data to make practical decisions. Speakers will share the newly launched PPI from Zambia as an example.

Dec. 13, 2017 

Refugee Working Group Webinar
9 a.m. - 10 a.m. EST

During this webinar, speakers from GIZ and the Central Bank of Jordan will discuss how they are working together to facilitate access to financial services for refugees and low-income Jordanians through mobile wallet accounts. The webinar is the latest from SPTF's Refugee Microfinance Working Group, which aims to increase financial inclusion of refugees. 


SPTF Announcements

Registration open for SPTF Annual Meeting 2018

SPTF will hold its next annual meeting in Mamallapuram, Tamil Nadu, India, February 19 - 22, 2018. This year's meeting - entitled Customer Centricity Learning Event: Enabling Financial Choices and Positive Outcomes for Low-Income Customers - is an event jointly organized by SPTF, CGAP, LeapFrog Investments, and Dvara

Our goal is to influence financial service providers, investors, and policymakers to adopt a business model that is based on understanding and serving the unique and diverse needs of poor people. View the preliminary agenda here. Please note that all meetings and event documents will be offered in English only. Interpretation will not be provided for any sessions. 

Visit SPTF's website to register, find information on starting your visa process, and learn more about hotel options. Early bird fees end December 15, and registration will close January 19. Note that all organizations that pay SPTF membership fees will receive a rebate of $100 per person after paying the full event registration fee. 

Contact Michele Giroux if you have any questions about the event. We hope to see you there!  

SPTF to launch Responsible Inclusive Finance Facility in CAC

Thanks to the support of SDC, SPTF will be launching a Responsible Inclusive Finance Facility (RIFF) in Central America and the Caribbean (CAC). The objective of this initiative is to strengthen SPM capacity and practices in the region.

Similar to the Responsible Microfinance Faciliy (RMF), which focuses on sub-Saharan Africa and MENA, the RIFF-CAC will offer trainings, provide co-financing to providers for certain activities, and support the development of new SPM resources. SPTF is partnering with REDCAMIF on this initiative.

More details, including how to apply for the trainings and activities supported by the facility, will be provided soon. In the meantime, please contact Leticia Emme for any questions.

SPTF launching membership fees in 2018

As you have heard over the last few months and seen in recent email communications, SPTF will be launching membership fees in 2018. This new funding model is important for the continunation of the SPM infrastructure, as well as to provide a clear signal to future funders that our members value the work we do. Fees will be applicable to organizations that are members of SPTF, but they will vary by stakeholder group and size. 

Over the last few months, SPTF board members held webinars with their stakeholder groups to answer questions about membership fees. For further information, please email

Update on SPTF collaborations 

  • World Economic Forum (WEF). SPTF has been involved in a year-long effort with the WEF to accelerate impact measurement and management.  Thanks to the help of several experts – many of them members of the SPTF -- we have developed guidance on stakeholder engagement for impact investments and organizations. The guidance will be published in the coming months and will be integrated into the Impact Management Project.
  • Global Impact Investors Network (GIIN)SPTF is pleased to announce a partnership with the GIIN on its Navigating Impact Project, which helps investors select impact strategies and adopt metrics that indicate performance toward their goals. Through this project, the GIIN will develop impact strategy guidance for several investment themes. As part of the partnership, SPTF's Social Investor Working Group will help develop the guidance for inclusive finance. 
  • UNPRISPTF is collaborating with the Principles for Responsible Investment (PRI) on the PRI Impact Investing Market Map for the inclusive finance theme More details will be provided soon. 

If you are interested in learning more about these collaborations, contact Leticia Emme.

SPTF Outcomes Working Group's KOMIDA case study available in Bahasa

The case study on KOMIDA (Indonesia)’s journey to implement the Universal Standards for SPM is now available in Bahasa. Read about KOMIDA’s lessons learned from using the SPI4 for a social audit, developing an action plan that prioritizes and sequences activities, and then implementing that action plan. The case study, developed by the Outcomes Working Group, is also available in English

News from our Members

Feature your organization on the Smart Campaign website and newsletter

Aggressive sales and deceptive marketing techniques can harm clients who might feel pressured to buy products they don’t understand. On the other hand, transparent marketing materials and respectful sales practices aid client understanding and uptake.

Does your organization make a point to practice transparent, respectful marketing and sales? Share your good practices with the world! Contact the Smart Campaign and tell them how you treat clients. You can simply describe your marketing and/or sales practices, send staff policies, marketing materials, staff training manuals, or anything else that will help explain how you protect clients. They will use your submission only with your permission. 

Contact the Smart Campaign via email or Twitter.

Join the Center for Financial Inclusion for DFS Webinar

Join CFI tomorrow, Nov. 15, at 9 a.m. EST for a webinar discussion on the Kenyan digital financial services market and what is meant by "effective human touch." The webinar will feature Alexis Beggs Olsen (CFI Fellow), John Lwande (Africa Board Fellowship Program Director), and Lauren Hendricks (Grameen Foundation Executive Vice President) discussing the Kenyan DFS landscape, why clients still desire human touch, and innovative ways FSPs integrate human interfaces into digital products. 

RESULTS and Uplift launch Global State of Ultra Poverty 

RESULTS and Uplift have developed the Global State of Ultra-Poverty (GSUP) as a public good to accelerate the end of ultra-poverty, and thereby meet the Global Goal of ending poverty in all its forms, everywhere by 2030. The GSUP offers a dynamic interactive web platform that provides world-class data, expert analysis and insight, and multi-sector calls to action to highlight the action needed to eradicate ultra-poverty around the world.

In particular, the GSUP offers (1) a standardized definition of ultra-poverty for sector-wide use along with a data-driven analysis of what comprises ultra-poverty; (2) a global analysis of where it is concentrated, (3) a unique synthetic index that analyzes specific country prospects for ending ultra-poverty; (4) a list of the most promising multi-sector actions to end ultra-poverty. 


Client Protection and Risk Management Associate, One Acre Fund

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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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