Social Performance Task Force

SPTF Newsletter

Your SPM Updates for September

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In an effort to reduce the number of emails SPTF sends, you will find all our announcements, invitations, news, upcoming webinars and other updates in this monthly newsletter. So mark your calendars!  



Please visit our Events page to check for newly scheduled webinars and trainings. 

September 6-8, 2016

PRI in Person 2016: Where the Global Responsible investment Community Meets

Marina Bay Sands, Singapore

PRI in Person 2016 will provide a more in-depth focus at how responsible investment is evolving across emerging markets. SPTF Board Chairman Jurgen Hammer will be a panelist in a session entitled "Impact Investing Opportunities for Asset Owners.”

September 13-16, 2016

Social Capital Markets (SOCAP) 2016

San Francisco, USA

SPTF investor member Grassroots Capital Management will be holding a session entitled "How Social is an IPO?" at SOCAP2016.

September 19–21, 2016

Clinton Global Initiative

New York City, USA

The CGI Annual Meeting provides a global stage to amplify the impact of members' Commitments to Action, dynamic sessions for members to challenge approaches and share expertise, and a forum for shaping the global development agenda.

September 20, 2016

10:00 a.m. EDT
Outcome Working Group Webinar (SPANISH)

In this webinar, financial institution Sembrar Sartwai will explain its current outcomes monitoring system called MEDIS. This tools allows them to measure progress toward their social goal of improving the quality of life for the rural population of Bolivia. The webinar will be in Spanish.

September 22, 2016

9:30 a.m. EDT
Webinar presenting CGAP's Segmentation Toolkit

During the webinar, CGAP's Lisa Stahl, Yanina Seltzer, and Antonique Koning will present an overview of the CGAP Segmentation Toolkit and several case studies. This toolkit offers general theory on segmentation, tools, case studies and references.  It also shows what tools and types of segmentation are available to providers and how these vary from “heavy/ high touch” to “light/low touch” based on the resources available to FSPs.  

September 22, 2016

8:00 a.m. EDT
Webinar: Guidelines for Covenants in Support of Responsible Finance

During this webinar, investors will discuss suggestions and feedback received on the guidelines and decide on updates to finalize them.


September 29, 2016

3:30 a.m. EDT 
Webinar: “How a Bank can Use the Universal Standards for SPM and SPI4 Internally”

During this webinar, the SP Fund team will share experience from Khushhali Bank Ltd.

September 28-29, 2016

Training of Trainers on Financial Inclusion for Refugee Populations 
Brussels, Belgium 

The SPTF is hosting this two-day training. The registration period is closed. However, if you would like to be put on a waiting list, please contact Amelia Greenberg

October 3 - 4, 2016

2nd National Congress on Microfinance
Guatemala City, Guatemala

The theme of this conference is “the challenges of financial inclusion in Guatemala.” The agenda aims at providing  a strategic vision to address questions related to the new legislation for the microfinance sector in Guatemala. The SPTF will also offer a workshop on the Universal Standards.




The SPTF Releases the Universal Standards Version 2.0

The Universal Standards have been updated! In mid-2016, both the Smart Campaign's Client Protection Standards and the SPTF's Universal Standards were updated based on extensive input from financial inclusion stakeholders. Simultaneously, CERISE updated the SPI4 to incorporate verbatim the updated versions of both sets of standards. All three organizations are now using the updated standards. Please read the complete joint statement.


Release of the English Version of the 2016 Microfinance Barometer

The Microfinance Barometer presents the main trends in the microfinance sector and gives more visibility to high social impact microfinance initiatives. The English version was released during the Convergences World Forum in Paris this year. 


SPTF Featured Member

Christophe Bochatay

"Helping investors, both individuals and large institutions alike, make sound investments in projects in emerging and frontier markets that directly benefits the most needy - this is what I love about this work." Read more...


News From Our Members

The Social Performance Fund project 

The current round (2015 – 2018) of the Social Performance Fund is designed to accelerate the rate of adoption of the Universal Standards for Social Performance for Social Performance by promoting usage of the SPI4. The Fund, which is managed by the Microfinance Center and implemented in collaboration with the CERISE, will work with national networks, MFIs, regulators and investors.


Guidelines on Outcomes Management for Financial Service Providers

A draft version of the resource Guidelines on Outcomes Management for Financial Service Providers is now available! This resource presents 10 steps for practical and effective outcomes management.  For each step, the document defines and describes the essential management practice, mentions key tips or strategies to avoid, and shares short examples from the field.  

We welcome your feedback!  Please send comments to the lead author, Frances Sinha and/or to Amelia Greenberg.


 New MIX Publication: “Where Good Intentions Meet Good  Business Practice”

  MIX recently published a correlation analysis of social, operational    and  financial performance in microfinance. This regression analysis  explores the  synergies and trade-offs between social, operational,  and financial  performance using data reported by 780 FSPs during  the 2014-2015 period.  


Recently launched Responsible Digital Payments Guidelines by the Better Than Cash Alliance 

The Responsible Digital Payments Guidelines have been launched by the Better Than Cash Alliance! This has been a multi-year effort that involved consultation with many of the stakeholders in the financial inclusion space—including three Responsible Finance Forums as well as discussions and meetings in between—and included many members of the SPTF. The aim is to provide a helpful tool for all stakeholders supporting responsible practices in digital payments, particularly for those who have been unbanked or underserved.


The GIIN questionnaire for Investors 

The GIIN, in coordination with the SPTF, Social Value International, UNPRI, and Bridges Ventures, is working to help address barriers that investors face in effectively implementing their impact measurement and management practices, such as identifying and using metrics to inform investment decisions and ensuring that effects on beneficiaries are properly understood.

In order to establish the decision factor that investors consider when they select metrics for their investees and portfolios, the GIIN is asking investors to take a questionnaire to provide their input. If you have any questions please contact the GIIN



Impact Report 2015 on Financial Inclusion

Triodos Investment Management recently launched their Impact Report 2015 on Financial Inclusion where they present the results in a context of numbers, stories, and activities.  


The Progress out of Poverty Index® moving to Innovations for Poverty Action

The Progress out of Poverty Index® (PPI®) has moved from its home at Grameen Foundation to Innovations for Poverty Action, and an alliance of organizations has been formed to support this important household poverty measurement tool.  Read more


The Smart Campaign is hiring for a new role to be based in Africa.

Global Partnerships is looking for a consultant (Poverty Project).

Send job opening to

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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 CGAP Brief on the Universal Standards Implementation Guide Universal Standards Implementation Guide
SPI4 Tool SPTF Guidance Notes SPTF Resource Center
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