Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Case studies & Field examples
MCPI Case Study - OnePuhunan
The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to OnePuhunan in the Philippines to assess their environmental performance and develop an environmental action plan and data management strategy to strengthen their environmental management.
Case studies & Field examples
MCPI Case Study - K-Coop
The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to K-Coop in the Philippines to assess their environmental performance, and especially their environmental risks and vulnerabilities.
Case studies & Field examples
MCPI Case Study - ASHI
The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to ASHI in the Philippines to assess their environmental performance and develop an environmental action plan.
Guidelines
Collection of Resources to Implement the Digital Financial Services Standards
This page gathers all the resources in English, Spanish and French, codeveloped by Cerise+SPTF and its partners to implement the Management Standards for the Responsible Provision of Digital Financial Services (DFS).
Publications
Grameen Foundation Playbook:
The Role of Financial Institutions in Responding to Domestic Financial Abuse.
Author: Bobbi Gray - Publication Date: 04/22/2025
Read The Playbook Brief Here
Publications
2025 Regulatory Map by Deloitte Luxembourg
Deloitte Luxembourg released every year its Deloitte Regulatory Poster, which provides a visual overview of the main European regulatory developments expected over the next three years. This document is always nicely done and has the advantage of having everything in one place with the timeline.
See the 2025 Regulatory Map
Tools & Templates
Client Protection Pathway Communication Materials
Public communication materials for all stakeholders to promote the Client Protection Standards and Pathway.
Tools & Templates
Client Protection Pathway Decision Tree
Financial service providers can use this decision tree to make decisions regarding next steps on the Client Protection Pathway.
Guidelines
Collection of Resources to Join and Implement the Client Protection Pathway
This page gathers the useful resources for investors and financial services providers to join and implement de Client Protection Pathway. You'll find guidelines, templates, video tutorials, and more! The resources are mainly in English and Spanish.
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.
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