TThe SPM Resource Center is the industry's most comprehensive library of resources for SPM and client protection. Our two featured resources – the CERISE SPI4 Assessment Tool and the Universal Standards Implementation Guide – provide comprehensive guidance across all SPM issues. For resources on specific aspects of SPM, explore each category of resources below.
CERISE SPI4 Assessment Tool
The CERISE SPI4 is a social audit tool that can be used for reporting and performance management, to assess level of implementation of the Universal Standards.
Universal Standards Implementation Guide
The Universal Standards Implementation Guide offers comprehensive guidance to financial institutions on how to implement the practices found in the Universal Standards for Social Performance Management.
Client Protection Self-Assessment Tool
This Excel-based assessment for financial service providers generates scores on each of the seven Client Protection Standards.
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Dimension 3
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