Social Performance Task Force

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Your SPM Updates for February

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February 16, 2017

10 a.m. - 11 a.m. EST 
Where Good Intentions Meet Good Practice

Join this webinar for a discussion on the synergies and trade-offs between social and financial performance. MIX will discuss its research on the topic, and CERISE will share its learnings from SPI4 benchmark data. 

February 17,  2017

10 a.m. -11 a.m. EST  
Introducing SPI4-ALINUS  

In this webinar, learn how SPI4-ALINUS makes collecting and comparing social data easier and more reliable. 

February 23, 2017

 10 a.m. – 11 a.m. EST 
Outcomes Working Group webinar 

Join SPTF’s Outcomes Working Group for a webinar on early warning indicators for client stress and over-indebtedness. Bobbi Gray of Grameen Foundation and Caitlin Scott of Friendship Bridge (Guatemala) will be featured speakers. 

March 15-16, 2017

Social Investor Working Group Meeting 
Zurich, Switzerland

The 2017 SPTF Social Investor Working Group Meeting is open to all investors participating in the group. On March 16, following the meeting, SDC will host a half-day Savings and Credit Forum. Please register for the meeting. 

April 10-11, 2017

Social Value Matters 2017
Istanbul, Turkey 

Join Social Value International for its annual conference. SVI works to ensure decision-making and resource allocation are based on the principles of accounting for value, leading to increased equality and well-being.

June 6-8, 2017

2017 SPTF Annual Meeting
Mexico City, Mexico
Register now for the 2017 SPTF Annual Meeting. Early bird registration fees are available through April 7. See more details below in the announcements section. 



The 2017 SPTF Annual Meeting

Meet us in Mexico City, Mexico, June 6-8!

Join us for a conversation on topics including regulation to promote financial inclusioncollection and analysis of social outcomes data; technology to enhance productivity and client centricity; and strategies for creating shared value and balanced returns. This meeting will convene participants from diverse contexts to discuss successes and challenges in our sector, as well as the latest in international best practices.

You can find a preliminary agenda here. Main plenary sessions will be held on Wednesday, June 7 and Thursday, June 8, and a variety of pre-meetings will be held on Tuesday, June 6.  Networking opportunities will be available throughout the meeting week.

Most meetings and documents will be offered in English and Spanish, and we encourage all who are conversant in Spanish or English to attend the meeting. Please note that French interpreting will not be provided

Register now for $300 until April 7.  The registration fee increases to $400 beginning April 8.
Visit the SPTF Annual Meeting webpage for regularly updated meeting agenda and important hotel, visa, and other logistical information. 

Contact Michele Giroux, SPTF Annual Meeting Coordinator, with any questions. 

Social Performance Funding for FSPs

The Microfinance Centre invites financial service providers (FSPs) to apply directly to the SP Fund to receive co-financing for an SPI4 Social Audit Plus. The fund will co-finance an SPI4 audit, which allows an FSP to assess its alignment with the Universal Standards for SPM, as well as time for an auditor to help the provider create an action plan for improvements. FSPs from Europe, Asia, Latin America and the MENA region are eligible to apply to the fund, which is supported by the Ford Foundation. Interested FSPs can apply any time until the funds are finished, up to July 2017.

“Microfinance for Refugee Populations: What We’ve Learned and Where to Go Next”

Read a blog by Amelia Greenberg, SPTF deputy director,  on NextBillion about the main lessons that have emerged from SPTF’s Refugee Working Group

SPTF among Top 10 Publications on Microfinance Gateway 

The Guidelines on Outcomes Management for Investors, published by the European Microfinance Platform (E-MFP) and SPTF, were among the top 10 publications. This is the second consecutive year that one of SPTF's publications has made the list. 

Financial Inclusion IPOs

In December 2016, Grassroots Capital Management and the Financial Inclusion Equity Council (FIEC) published a paper titled "How to IPO Successfully and Responsibly," which discusses how Indian financial institutions Equitas Holdings and Ujjivan Financial Services "hardwired" their missions into their operations and corporate culture to help drive success. On January 30, 2017, NextBillion held a Twitter chat on this topic with Anna Kanze (Grassroots), Daniel Rozas (e-MFP), and Chuck Waterfield (Microfinance Transparency) among other experts.


Responsible Microfinance Facility
(RMF) - 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 certain capacity building activities. Launched in January 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 163 applications to date. It has funded a variety of projects, including Responsible Inclusive Finance Introductory Trainings, SPI4 Auditor Trainings, Smart Campaign Assessor Trainings, SPI4 Social Audits, and SPM upgrade projects. For more information on what types of trainings and co-financing it provides, please visit SPTF's RMF page.

The RMF Steering Committee reviews applications on a quarterly basis. Please apply by March 17, 2017, for consideration in the first quarter 2017 steering committee meeting.  The application forms are available in French or English.


News From Our Members

Report:  "Microfinance Funds –

10 years of Research and Practice"

In the last decade, global microfinance funds' contributions to financial inclusion in frontier and emerging markets have grown fivefold, demonstrating the increasing interest from private sector investors. Th report published by Symbiotics and CGAP compiles and analyzes ten years of research on global microfinance funds. It allows for a greater understanding of the market's evolution and the changes occurring in funds' portfolios, investor markets and their social outreach. 


Peer Learning & Knowledge Manager at GBA. 

Regional Program Manager and Responsible Inclusive Finance (RIF) Specialist at Good Return.

Investment Manager Equity Asia at Incofin

Director of Operations and Talent Management at ANDE 

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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 Provider Database Universal Standards Implementation Guide
SPI4 Tool SPTF Guidance Notes SPTF Resource Center
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