Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Vidéo
Demostración para unirse al Camino de Protección al Cliente
En este vídeo, le guiamos sobre cómo unirse a nuestra red, el Camino de Protección al Cliente. Es un proceso sencillo que le llevará menos de cinco minutos. Le guiamos paso a paso, desde que hace clic en el enlace de registro hasta que envía el formulario. Al unirse, declarará su compromiso con la implementación de la protección al cliente y aparecerá en nuestra página web. No es necesario que haga nada en este momento, pero le recomendamos que vea el vídeo para obtener más información.
Vidéo
Demo to Join the Client Protection Pathway
In this video, we guide you on how to join our network, the Client Protection Pathway. It's a simple process that should take less than five minutes. We walk you through the steps, from clicking on the sign-up link to submitting the form. By joining, you will declare your commitment to implementing client protection and be listed publicly on our website. No action is required from you at this time, but please watch the video for more details.
Guidelines
Guidelines for Third-Party Validations on Client Protection
The Guidelines are a market-based initiative and aim to support transparency in the third-party selection process. They bring together Cerise+SPTF’s recommendations regarding the professional and ethical standards to which we believe external reviewers should be held, along with the qualifications we believe they should possess. They have been developed as a common undertaking between Cerise+SPTF and the Social Investor Working Group, and take reference from leading standard setting initiatives.
Guidelines
Directrices para la Validacion por Terceros de la Proteccion al Cliente
Las Directrices son una iniciativa basada en el mercado y tienen como objetivo apoyar la transparencia en el proceso de selección de terceros. Reúnen las recomendaciones de Cerise+SPTF sobre los estándares profesionales y éticos que, en nuestra opinión, deben cumplir los evaluadores externos, junto con las cualificaciones que consideramos que deben poseer. Han sido elaboradas conjuntamente por Cerise+SPTF y el Grupo de Trabajo de Inversores Sociales, y se basan en iniciativas líderes en materia de establecimiento de estándares.
Tools & Templates
Terms of Reference for Consulting Services to conduct assessment of Client Protection practices
These draft Terms of Reference (in Word) are for financial service providers to use when soliciting a third party (individual or agency) to assess your achievements in client protection.
Guidelines
Detailed Guidelines for Actions on Client Protection
These detailed guidelines propose a comprehensive set of actions investors can take to drive implementation of client protection standards among investees, as well as examples of implementation. Signatories of the Joint Statement (who have committed to reporting what actions they have taken during the investment process to drive client protection uptake) will find these guidelines particularly useful.
Guidelines
Guidelines to Minimum Actions on Client Protection
These guidelines propose a set of minimum actions investors can take to drive implementation of client protection standards among investees, as well as examples of implementation. Signatories of the joint statement (who have committed to reporting what actions they have taken during the investment process to drive client protection uptake) will find these guidelines particularly useful.
Vidéo
Outcomes Management & the Voices of Customers in Financial Inclusion: The Experience of Alterfin with Voices That Count.
In the frame of the Sustainable Outcomes Management Project led by Cerise+SPTF, this webinar was dedicated to share the innovative experience of Alterfin, with the assistance of Voices That Count, using SenseMaker, a narrative-based method to collect outcome data starting from customer's stories.
Guide/Manual
Toolkit on Data Collection Methods for Outcomes Measurement and Management
This toolkit is aimed at guiding stakeholders in selecting, using and sometimes combining the most appropriate data collection methods to measure customer outcomes from using financial services.
Guide/Manual
How to read SPI Online social dashboards?
The document presents some key tips on how to read the various social dashboards that can be downloaded at the end of an audit on SPI Online.
Download
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