Delivering actionable insights on social and environmental performance

SPI Online delivers everything you need to manage your social and environmental performance: to understand your current state, define your desired future state, guide you through the journey, and communicate results transparently.

SPI Online At A Glance

Tools for everyone

SPI Online offers assessment tools for anyone with an interest in managing social and environmental performance. Our users include purpose-driven financial service providers, other types of social businesses, impact investors, auditors, researchers, and regulators.

Whether you are an expert or newcomer to social and environmental performance, whether you need to understand a partner, improve your own practices, disclose on ESG risks, or report to a regulator, the SPI Online platform has the assessment tool for you.

Which tool is right for me? Who's using SPI Online?

The power of SPI tools

Harmonized standards

SPI is aligned with the Universal Standards for Social and Environmental Performance Management for inclusive finance, and measures compliance with a range of leading international standards including the Sustainable Development Goals, the UN Global Compact, and standards developed by the ILO and OECD, among others.


SPI allows you to compare your results against a rich database of quality social and environmental audits.

Data-driven decision making

SPI displays results in concise dashboards that present actionable insights to help you make data-driven decisions.


Today more than ever, claiming to be an "impact organization" means having the data to prove it. With SPI Online, you can choose from a range of audit tools aligned with international standards that allow you to monitor, improve and report on progress toward your social and environmental objectives.

SPI Online Features

Range of tools

Find the right tool for your needs, whether you are an expert or a novice in social and environmental performance management. SPI Online offers tools for ESG risk management, reporting, responsible investment selection, social audit, and client protection certification.


Benefit from tools aligned with international standards and the main sustainable development frameworks. Simplify reporting with tools that promote a common language for measuring impact performance. SPI Online tools are aligned with the Universal Standards for Social and Environmental Performance Management, which include the Client Protection Standards.


Be guided through your assessment with definitions, examples of best practices, and scoring tips. At any time during your audit, you can access the Resource Center.


Visualize your results with dashboards designed to generate actionable insights that help you analyze strengths and weaknesses, manage ESG risks, and develop your social and environmental strategy.


Analyze your results against peers and identify opportunities for improvement by comparing yourself to a customizable selection of audits.


Get a complete overview of your ongoing audits. Take the time to analyze profiles, trends and gaps so you can improve your social and environmental performance.


Share your audits with your colleagues and partners to work together efficiently and save time.

About Social and Environmental Performance

Social and environmental performance management (SEPM) is a way of doing business that puts people and the planet at the center of every strategic and operational decision. SEPM is not opposed to profit—in fact, it is common for businesses with strong SEPM to have strong financial performance as well.

You can’t manage what you don’t measure and you can’t improve what you don’t track. Social and environmental performance assessment is the foundation for achieving impact.

At Cerise+SPTF, we know that strong financial performance does not necessarily translate into benefits for customers, employees, and the environment. We also know that having a social mission is not the same thing as achieving a social mission.

By putting customers, employees, and the environment at the center of strategic and operational decisions, we increase the likelihood that products and services will do no harm and provide positive value to customers and communities.

  • Build customer loyalty with better-designed products
  • Attract and retain employees through well-designed HR practices
  • Gain shareholder trust through transparent disclosure of practices using the accepted and standardized framework
  • Strengthen brand reputation
  • Mitigate reputation risk through strong consumer and environmental protection practices
  • Improve overall performance through better informed customers, transparent practices and motivated workers

SEPM is important for any company that has or wants to pursue a triple bottom-line strategy: financial, social, and environmental.

The history of the SPI initiative

SPI - Social Performance Indicators - was born in 2001. Cerise and its founding members built the first version of SPI tool in collaboration with microfinance institutions and sector professionals. Our objective: to help microfinance institutions achieve their social mission. The fourth version of the tool, SPI4, was released in 2016, to be fully aligned with the Universal Standards for Social Performance Management (version 2.0). In 2020, SPI4 went digital with the creation of the SPI Online platform. In 2023, Cerise+SPTF updated SPI Online and launched SPI5, now aligned with the most updated version of the Universal Standards for Social and Environmental Performance Management (version 3.0).

Join thousands of users on SPI Online

Powerful evaluation tools to turn intentions into impact.