Social Performance Task Force

SPTF Newsletter

Your SPM Updates for September        

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Technical Assistance (TA) Provider Webinar Series 

The Responsible Microfinance Facility (RMF) is continuing its series of online trainings for technical assistance (TA) providers in areas of SPM where we often see gaps in practice. Upcoming trainings include: 

  • Client Outcomes Management. These trainings will be conducted in English and French by Eugénie Constancias of Entrepreneurs du Monde.
    • French session: September 25, 9:30 a.m. to 11 a.m. EDT - Join the session here
    • English session: September 27, 9:30 a.m. to 11 a.m. EDT - Join the session here
  • Digital transformation. MicroSave will lead these trainings: Anup Singh for English and a colleague to be determined for French. 
    • English session: October 2, 9 a.m. to 10:30 a.m. EDT -
      Join the session here
    • French session: October 9, 9 a.m. to 10:30 a.m. EDT - Join the session here.

Visit the series webpage to listen to recordings and view presentations on past topics, which have included improving pricing transparency, preventing overindebtedness, and implementing client complaints mechanisms. All topics were held in French and English. 

October 2, 2018

Responsible Finance Forum 
Dar es Salaam, Tanzania 

The ninth annual Responsible Finance Forum will focus on investing in responsible finance and innovation for Africa's digital economies. The event is co-organized by IFC and Making Finance Work for Africa at the African Development Bank. Registration is open here

October 3-5, 2018

MFC-EMN Conference
Bilbao, Spain

This joint MicroFinance Centre (MFC) and European Microfinance Network (EMN) conference will focus on the implications of the digital revolution on financial and social inclusion. Registration is open here. SPTF will lead a workshop on maintaining the social promise of financial inclusion in a competitive market.

October 10, 2018 

Investor Webinar: FinTech due diligence
10 a.m. to 11:30 a.m. EDT, WebEx 

During this webinar, open to investors only, Monica Brand will discuss how Quona Capital sources, evaluates, invests in, and supports FinTech companies that are delivering responsible digital financial services and are advancing financial inclusion. The webinar is the latest in the
series from CDC Group and SPTF on how investors can assess SPM risks in FinTech investments. Investors should email for WebEx details. 

October 29 - November 2, 2018

Financial Inclusion Week  

The fourth annual Financial Inclusion Week aims to bring together a variety of stakeholders to discuss this year's theme: "Getting Inclusion Right." The week, which is hosted by the Center for Financial Inclusion, will seek to answer the questions: What do we need to get right to ensure that gains in access lead to true improvements in the lives of the underserved? What are the great upcoming risks that we need to address now to protect customers? Organizations that are interested in holding an event during the week can sign-up here

October 30-31, 2018

Asia-Pacific Microfinance Forum 

The Asia-Pacific (APAC) Microfinance Forum will gather a variety of stakeholders from the region to discuss trends in financial inclusion. Representatives from SPTF and the Smart Campaign will lead a keynote discussion on the advancement of standards for responsible digital financial services. Registration is open here

October 30-31, 2018

GIIN Investor Forum 

The Global Impact Investing Network (GIIN) Investor Forum convenes investors to advance impact adoption within the wider financial ecoystem. SPTF will lead a panel session on microfinance market developments, discussing issues such as the evolution of the microfinance market and how technology advancements are affecting impact strategies. Registration is open here

November 6-7, 2018

Sanabel Conference 

This year's Sanabel Conference will focus on how financial service providers can serve clients responsibly and provide value in a broadening ecosystem of digital services and products. SPTF and CERISE will lead a panel on social performance trends in the region, as identified by SPI4 audits, and SPTF will lead an additional panel discussing the applicability of SPM to commercial banks. Registration is open here

November 14-16, 2018

European Microfinance Week

European Microfinance Week, hosted by the European Microfinance Platform (e-MFP), convenes global stakeholders to discuss a variety of topics related to financial inclusion. This year, SPTF will participate in four panels, including discussions on the applicability of the Universal Standards to new actors and the development of an SDG framework to guide investors' strategy. Registration is open here

SPTF Announcements

SPTF serving on two awards selection committees 

  • SPTF is on the selection committee for the European Microfinance Award 2018 on "Financial Inclusion through Technology," which recognizes financial service providers (FSPs) that use technology innovations to expand outreach, broaden product offerings, improve the client experience, and increase operating efficiency among low-income segments, all guided by an unwavering focus on socially responsible finance. The 2018 award seeks to illuminate how technology-enabled services can improve access to finance for low-income and financially excluded clients. The award ceremony is held during European Microfinance Week, where the winner of the €100,000 prize will be announced on November 15. 
  • SPTF is also supporting the SME Finance Forum as a member of its jury for the SME Finance Awards, which recognize commitment and distinguished achievements of financial institutions and FinTech companies in delivering outstanding products and services to SME clients.  

SPTF regional implementation facilities 

Apply now for co-financing and trainings!   

SPTF now manages three regional SPM implementation facilities, each of which aims to strengthen the capacity and SPM practices of financial service providers in its region. The facilities cover Africa, the Middle East, Central America, the Caribbean, and Southeast Asia. 


Each facility offers trainings that focus on SPM-related tools, as well as building the capacity of local consultants and networks to improve SPM. The facilities also co-finance activities that are designed to help FSPs begin to assess their SPM practices and implement improvements. 


Each facility accepts applications on a rolling basis and reviews them quarterly. The facilities and their upcoming deadlines are listed below: 

  • Responsible Microfinance Facility (RMF) for Africa and the Middle East. Funded by the Agence Française de Développement (AFD), with additional project funding from the European Investment Bank. To learn more about the facility, visit its webpage. The next application deadline is December 3.
  • Responsible Inclusive Finance Facility for Central America and the Caribbean (RIFF-CAC). Funded by the Swiss Agency for Development and Cooperation (SDC), with additional project funding from EIB. To learn more about the facility, visit its webpage. The next application deadline is November 16
  • Responsible Inclusive Finance Facility for Southeast Asia (RIFF-SEA). Funded by the Ministry of Foreign and European Affairs of Luxembourg. To learn more about the facility, visit its webpage. The next application deadline is November 23

If you are not located in one of these regions but are interested in learning how to implement SPM, please email We will help direct you to the best available resources for your needs. 

News from the SPTF community

CERISE launches pilot phase for SPI4 web application

Thanks to support from SIDA and DWS/Deutsche Bank, CERISE has launched the pilot phase of a web application for the SPI4 audit tool, which is the audit tool that allows financial service providers to assess their practices against the full set of Universal Standards for SPM. The pilot application will be ready for testing by the end of this year. 

SPTF Membership

SPTF thanks its paying organizational members

Earlier this year, SPTF started collecting annual membership fees from its stakeholders. We wish to recognize our sustaining members, whose partnership and financial support ensure our ongoing operations. SPTF is the only inclusive finance community that spans all industry stakeholders -- and is therefore fundamental to building cross-sectional knowledge, strengthening practitioners, and maintaining the focus needed for industry-wide change. 

To further acknowledge these members, we will be highlighting a few such organizations each month.


Kabalikat para sa Maunlad na Buhay (KMBI)

Friendship Bridge

Fonds Internationale pour le Développement de la Retraite Active (FIDRA)

HASAL Microfinance Bank 


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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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