Social Performance Task Force

SPTF Newsletter

Your SPM Updates for August 

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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 28-29, 2016

Training of trainers on financial inclusion for refugee populations 
28-29 Sept., Brussels 

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

September 19-21, 2016

The SEEP Network Annual Conference
19 - 21 Sept., VA, USA

The conference will offer three social performance panels: 
1. The Progress out of Poverty Index (PPI): Drawing Value from Data
2. The Graduation Approach for the Ultra 3. Poor: Is It Worth It?
India's Financial Inclusion IPOs: How to Benefit Investors and Clients

September 6-8, 2016

PRI in Person 2016: Where the global responsible investment community meets 
6-8 Sept., Singapore

PRI in Person 2016 will provide a more in-depth focus at how responsible investment is evolving across emerging markets. The registration deadline is August 22nd.


September 5-7, 2016

9th Convergences World Forum 
5 - 7 Sept., Paris

The forum will focus on "managing the transition towards sustainable cities and territories." The 7th edition of the Microfinance Barometer in English, which includes an SPTF article with the results of the 2015 Annual Implementation Survey, will be launched during the forum. 

September 13-16, 2016

Social Capital Markets (SOCAP) 2016
13-16 Sept., CA, USA

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







Statement on SPM Collaboration and Updated SPM and Client Protection Standard

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

Take a short survey: How do you determine a job candidate's commitment to your social mission? 

Share your experience! The Universal Standards encourages FSPs to recruit and evaluate employees based on social and financial performance. But how exactly do you recruit/hire people who are  likely to share your social goals? Are there specific questions you ask during the hiring process? Can you find this information on a resume? Share ideas on your company’s HR practices by taking this short survey.

Lessons Learned from Lean Data

Acumen's newest report - 2016 Lean Data Update - shares lessons learned from another year of implementing lean data. Produced in partnership with Omidyar Network, the report share tips, best practices and examples of how companies are using lean data to make better decisions and better serve their customers.



SPTF Featured Member

Margot Quaegebeur

I was intrigued and inspired by the fact that the ‘TF’ part of SPTF is taken very seriously by all members: the SPTF is truly looking to improve and further the financial inclusion sector by actively involving and mobilizing practitioners who represent all parts of the value chain and come from all over the world. Read more...


News From Our Members

Social Performance Measurement: The Way Forward at MIX


As the demand for social performance data and insights has grown, MIX is adjusting their model to ensure they can continue to provide the most updated and quality data possible. As such, social performance data collection will be supported by their premium solutions to ensure that the information continues to meet funder needs. They’ve also reduced the reporting burden for financial service providers (FSPs) by further aligning with CERISE so that FSPs completing the SPI4 can import their data directly into their reporting platform, and vice versa. Additionally, their Social Performance Desk Review product is available for investors interested in further validating the social performance data reported by FSPs. While access to data on MIX is fee-based for funders and others, MIX continues to provide complimentary access to FSPs to allow them to access comparable market data for their own planning and assessments. Read more...


Research Manager at Accion.

Project Associate at Accion.

Managing Director at Mission Investors Excahnge.  

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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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