Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Guide/Manual
Finance for All: A Practical Guide to Disability Inclusion for Financial Services Providers in Cambodia
This manual provides guidance for financial services providers to make their products and services accessible for all clients, including those with disabilities. It draws from Good Return's and Chamroeun Microfinance's experience implementing a project to provide responsible, inclusive microfinance for people with disabilities in Cambodia, as well as national and international standards and guidelines. While it provides some information specific to Cambodia, it is designed to be relevant to financial services providers in any country, at any stage on their disability inclusion journey.
The manual initially outlines the case for financial inclusion of people with disabilities, the barriers they face to access financial services, and the importance of an ecosystem approach to overcome these. It then provides specific guidance for implementations by financial services providers, including a three-step process for disability inclusion; considerations for inclusion at each stage of the customer lifecycle; and toolkits for physical accessibility, digital accessibility, inclusive communication and accessible information.
Case studies & Field examples
Association Base Fandima Develops a Flexible Group Lending Methodology
Brief example of how Association Base Fandima used social audit findings that it was not reaching its target clients to adapt its group lending methodology to increase accessibility to these potential clients.
Guidelines
South African Green Finance Taxonomy
The South African Green Finance Taxonomy specifies the sectors and activities that are recognised as "green" and provides screening criteria used to determine whether an economic activity provides a substantial contribution to climate change adaptation.
Case studies & Field examples
Case Study: Fundación Espoir Bringing ‘Espoir’ (hope) to Ecuadorian Women Microentrepreneurs During COVID-19
This case study details the outcomes of gender-focused COVID-19 market research and an internal gender assessment carried out by Value for Women with Fundación Espoir in Ecuador.
Case studies & Field examples
Case study of KOMIDA: A Journey to Implement the Universal Standards for Social Performance Management
This case study describes Koperasi Mitra Dhuafa’s (KOMIDA) journey to improve its implementation of the Universal Standards for Social Performance Management (“Universal Standards”).
Case studies & Field examples
Building the System for Outcomes Management--Case Study from Komida as presented to Outcomes Working Group
Details Komida's process for choosing outcomes indicators to manage, deciding how to collect the data and how to manage the data. Presented to the Outcomes Working Group in 2016.
Case studies & Field examples
Building Institutional Culture Around a Code of Ethics at Compartamos ARABIC كومبارتاموس: بناء ثقافةمؤسسية حول الميثاقالأخلاقي
Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.
Case studies & Field examples
Building Institutional Culture Around a Code of Ethics at Compartamos
Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.
Publications
Benefits Diagram or Theory of Change Example for Credit and Savings Groups
Shares an example of a theory of change or benefits diagram based on the evidence of impact for credit and savings groups.
Guidelines
Mongolian Green Taxonomy
This Green Taxonomy has been developed by the Central Bank of Mongolia to provide financial institutions and other market players with a nationally agreed classification framework of "green" activities that that contribute to climate change mitigation, adaptation, pollution prevention, resource conservation, and livelihood improvement.
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